About Mobile Quote
iOS Companion app for SI 2017
D-Tools Mobile Quote is a native IOS-based iPad® app that enables SI users to generate quotes in the field and bring them back into D-Tools SI for further project design and management. The D-Tools iPad® app leverages D-Tools’ extensive manufacturer product library by enabling integrators to access and integrate product category and package data from their SI catalog while working with customers in the field. Integrators can enter client and contact information into the iPad app, then walk prospective customers through available installation scenarios in order to create a quote for approval. Once complete, the resulting quote can then be imported into SI for complete detailed project design, specification, and project management. D-Tools Mobile Quote utilizes many of D-Tools’ workflow concepts, including the specification of locations and systems, which allows integrators to provide packages or pre-configured systems for inclusion in the quote. Labor and general pricing will be calculated to give the customer an accurate proposal, which can then be signed off for approval on the spot.
- Create New Quote – Add Client/Contact Information
- Create/Specify Locations – Add Photos
- Specify Product Categories & Project Phases from SI Catalog
- Specify General Products and Quantities
- Specify Package information from SI Catalog
- Specify Estimated Labor
- Calculate Estimated Total for Quote
- Get Customer Approval – sign off for additional work
The D-Tools Mobile Quote app is the first release of D-Tools’ IOS apps and is designed to enable SI users to quickly get to a budgetary number and general quote in order to go back and generate a more specific proposal in SI. Future D-Tools Mobile Apps will incorporate additional functionality including specific quoting and project scheduling.