Win More Deals & Boost Productivity with D-Tools
Cloud – Anywhere, Anytime:
D-Tools Cloud is an easy-to-implement, web-based, end-to-end business and project management solution designed that empowers system integrators to communicate more effectively and operate more efficiently, ultimately leading to a stronger bottom line.
Streamline Your Operations to Transform Your Business:
From the office to the field – revolutionize your sales pipeline tracking, generate on-the-fly estimates, and effectively manage projects and services. Close more business with compelling visual quotes and multimedia presentations, while streamlining product procurement through an extensive integrated product library featuring dealer-specific pricing.
CRM & Proposals:
Optimize sales opportunities and close more business with less effort and friction. Manage leads in your sales pipeline and convert them to clients by bringing projects to life with stunning multimedia proposals. Grow recurring revenue by creating and presenting service plans as part of every proposal. Gain project approval and collect payment on the spot.
Visual Quoting & System Layouts:
Leverage three different quoting methods – visual, image-based, and list view – and in-app drawing and mark-up capabilities to enhance system design comprehension. Save time with D-Tools' integrated product library and drag-and-drop device placement, along with advanced features for packages, accessories, allowances, product alternates, and proposals.
Project & Field Service Management:
Deliver on-time and on-budget projects and services. Assign detailed tasks and dispatch field technicians, enabling mobile status updates and time tracking on the go. Plan installations, schedule resources, manage change orders and service calls, compare actual vs. budgeted labor hours and monitor progress from any web-enabled device.
Business Management:
Generate purchase orders and send them to suppliers directly through D-Tools Cloud—order exactly, and only, the parts you need to avoid return visits and surplus inventory. Eliminate double data entry, reduce human error risks, and improve invoicing accuracy with accounting integrations for QuickBooks (Online and Desktop) and Xero.
- SALES MANAGEMENT
- CRM and Opportunity Management:
- Manage sales opportunities, track your pipeline and proposals, and respond to customer demands
- Integrated Product Library:
- Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library
- Visual Scope & Budget:
- Develop quotes and review budget ranges with the customer within the quoting and design interface
- Quote & Proposal Generation:
- Quickly create accurate and interactive quotes and proposals from any device
- eSignatures and Client Communications:
- Share proposals and change orders online for clients to view, comment, and esign
- Payment Processing:
- Collect client deposits at the time of acceptance via integrated credit card and ACH processing
- SYSTEM DESIGNS
- Browser-based Drawings:
- Create data-driven plan views based on a quote's bill of materials without the need for outside drawing applications such as Visio or AutoCAD
- Visual Quoting:
- Mark up drawings and photos with device placement details, dimensions, field notes and more on the fly
- Drawing Synchronization:
- Draw the system first and have the bill of materials auto-generate in the process – BOMS and drawings are always in sync
- In-drawing Collaboration:
- Sketch out and share ideas, collaborate on designs, and help clients visualize their project
- POST-SALE MANAGEMENT
- Purchasing:
- Easily generate purchase orders and send them to suppliers directly straight out of D-Tools Cloud
- Amazon Business Integration:
- Connect your Amazon Business account to D-Tools Cloud, add Amazon devices to proposals, and send POs directly to Amazon Business for fulfillment
- Business Intelligence Icon:
- Change Orders
- Create, track, and manage internal and client-facing change orders
- Project Management Suite:
- Project planning, resource management, scheduling, task assignments, item tracking, time tracking and more help project managers and field technicians
- Service Management Suite:
- Create, present, and sell service plans, manage and schedule service calls, request and collect payment for service, manage field technicians
- BACK OFFICE MANAGEMENT
- Accounting Integration:
- Integration with leading accounting application QuickBooks Online eliminates double-data entry and enable accurate accounting, purchasing, and invoicing
- Visual Reports and Analytics:
- Gain valuable insights and influence better business decisions – track sales pipeline, analyze business performance, and respond quickly to ever-changing conditions
- SUPPORT AND TRAINING
- Quick and Easy Setup:
- Get on board and working in minutes by simply answering a few basic questions about your business
- In-app Support:
- Get the answers you need quickly through in-app guidance with visual cues and technical help
