Win More Deals & Boost Productivity with D-Tools Cloud's End-to-End Platform

D-Tools Cloud is a powerful, web-based, end-to-end business and project management platform tailored for AV and Security system integrators. Easy to implement and use, it enhances communication, streamlines operations, and drives efficiency—empowering your team to win more deals and achieve a stronger bottom line.

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Optimize Every Detail with  a Complete End-to-End Solution for Electronic Systems Contractors

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Sales

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.
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Design

Leverage D-Tools Cloud's powerful visual quoting methods, in-app drawing tools, wire calculations, and markup capabilities to enhance system design comprehension. Save time with the integrated product library and drag-and-drop device placement. Advanced features like packages, accessories, allowances, and alternates ensure improved system design accuracy and efficiency.

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Project Management

Deliver projects on-time and on-budget with D-Tools Cloud. Create and assign detailed tasks, schedule and dispatch field technicians, and enable mobile status updates with on-the-go time tracking. Plan installations, allocate resources, manage change orders and service calls, track actual vs. budgeted labor hours, and monitor project progress seamlessly from any web-enabled device.

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Service Management

Create, present, and sell service plans as part of every client engagement to boost customer satisfaction and drive recurring revenue. Easily manage service requests by assigning resources, scheduling service orders, and tracking progress. Seamlessly handle services tied to existing projects or service plans, or efficiently manage one-off service requests.

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Back Office

Leverage D-Tools Cloud's powerful inventory management features to create an integrated, end-to-end solution for back office management. Streamline procurement, reserve and allocate products to projects and locations, and monitor stock levels to ensure critical items are always available. Reduce manual data entry, minimize human error, and improve invoicing accuracy with seamless integrations for QuickBooks (Online and Desktop) and Xero.

Unlock the Power of D-Tools Cloud

Manage your entire system integration process with D-Tools Cloud, a multi-OS web-based platform. Streamline sales, design, project & service management, and back office. Now with D-Tools Payments and inventory management for a complete end-to-end solution.

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Effortless Product Pricing & Database Management

Streamline your quoting process with the D-Tools integrated product library, featuring over 1 million products complete with specifications and supplier-authorized, integrator-specific pricing. Built on 25 years of partnerships with leading manufacturers and distributors, this robust database ensures you always have the most accurate, up-to-date product and pricing information. Save time, reduce errors, and create precise quotes with ease.

Visual Quoting and system design

Visual Quoting and System Design

Simplify your sales process with visual, interactive quoting that lets you review scope and budgets with clients in real-time. Easily map and calculate wire and cable paths directly within plan views, and estimate per-foot costs for materials and other items using allowances. Annotate drawings and photos with accurate device placement, dimensions, field notes, and more to create clear, professional system designs.

Interactive, multimedia proposals

Interactive, Multimedia Proposals

Create visually impactful multimedia proposals that convert. Automate upsells by offering client-selectable options and add-ons. Once chosen, these selections automatically update the proposal's product and labor totals in real-time. Collect E-signatures and payments on the spot.

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Streamlined Communication & Collaboration

Leverage the in-app embedded chat to communicate instantly and the live proposal editing feature to collaborate directly within the platform. Share proposals and change orders online for clients to view, comment, and e-sign. Stay on top of contract expiration dates by automating email reminders to ensure your business never misses a lucrative renewal opportunity.
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Optimize Payment Processing & Accounting

Collect client deposits at the time of proposal acceptance with D-Tools Payments, a fully embedded, secure, and compliant payment solution. Benefit from transparent transaction fees and faster ACH payments while simplifying payment reconciliation and cash deposits. Integrate with QuickBooks Online, QuickBooks Desktop, and Xero to enhance financial management and keep your business running smoothly.

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Reporting & Insights

Leverage comprehensive reporting and analytics to gain valuable insights from critical sales and project management metrics, enabling data-driven decision-making for your business. Analyze won and lost sales opportunities, compare potential vs. forecasted sales, track labor across resources, clients, and projects – and even export time entries for accounting and payment purposes, empowering you with actionable information for success.
Powerful Project Management

Project Management Suite

Deliver jobs on-time and on-budget. Create detailed tasks, schedule and dispatch field technicians, enabling mobile status updates and time tracking on the go. Plan installations, assign resources, manage change orders and service calls, compare actual vs. budgeted labor hours and monitor progress from any web-enabled device.

Service Management

Service Management

Create, present and sell service plans as part of every client engagement. Improve customer satisfaction and generate recurring revenue. Manage service requests, assign resources and schedule service orders. Manage service against existing projects or service plans, or create one-off service requests.

Back Office & Inventory

Back Office & Inventory

Leverage D-Tools Cloud's powerful inventory management features to create an integrated, end-to-end solution for back office management. Streamline procurement, reserve and allocate products to projects and locations, and monitor stock levels to ensure critical items are always available. Reduce manual data entry, minimize human error, and improve invoicing accuracy with seamless integrations for QuickBooks (Online and Desktop) and Xero.

D-Tools Cloud Customer Success Story

Current Home Technologies

D-Tools Cloud has made a "big believer" out of Bruce Reed, director of operations at Current Home Technologies in Vancouver, Wash. The result for the five-person company based north of Portand, Ore., is faster proposals, better educated customers and more profitable installations.

 

Testimonials

Don’t just take our word for it. See what our customers have to say.
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Industry Awards & Recognitions

Discover the awards that set D-Tools Cloud apart. These honors highlight our dedication to delivering exceptional solutions and value to our clients year after year.

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Product Tours

Get Up to Speed Quickly with our D-Tools Cloud Product Tours

Review our step-by-step tours to explore the features of D-Tools Cloud. Learn how easy it is to get started and discover the power and simplicity of this end-to-end solution.

D-Tools Cloud

Streamline Your Operations - 
Transform Your Business

Boost productivity across your entire organization with D-Tools Cloud’s end-to-end platform. Win more projects with visually compelling multimedia proposals powered by D-Tools’ integrated product library featuring dealer-specific pricing. Streamline project management, service operations, and back-office workflows, including procurement and inventory management, to drive efficiency from the office to the field.
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