D-Tools Cloud

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.