925.681.2326 Option 1 or 866.386.6571

D-Tools is continually expanding our effort in providing our customers with the resources needed to be successful. The Customer Success Team is no exception. Our team is committed to providing you with world-class customer service as well as direct contact, so you will have a live person to speak with within business hours. Whether you have support issues, accounting questions, want implementation guidance, or simply need someone to talk to, we are here for you!

As part of our initiatives, we will be contributing articles each month to our newsletters – keep a lookout as we continue to help you with guidance, tips, and more.

Be sure to contact our team today to connect with your Customer Success Manager at csm@d-tools.com.

In the meantime, please take a look at some of our support and training resources currently available and designed to help you become more proficient with our software.

Thanks and we look forward to a successful partnership!

Getting Started Guide and Quick Start Sessions:

Brand new to D-Tools? Our Getting Started guide takes you from your initial install through catalog and project setup, through running your first proposal via short and easy-to-follow videos.


Need some help getting set up? Schedule a Quick Start session with one of our Support Specialists. This 60-minute session will walk you through available support resources, help ensure that your software is installed correctly, and will answer some fundamental usage questions.

Schedule your Quick Start session here: https://d-tools.com/quick-start-session/

D-Tools Live Chat and Support Tickets:

Have a quick question? Need immediate assistance to help wrap up a project? D-Tools’ Live Chat support offers a convenient way to get quick answers to your needs and questions. Chat live with our D-Tools experts who will answer your questions, point you to detailed support resources, or open a support case for more complex issues.

Additionally, our Support Team provides a prompt response from any support tickets submitted, daily.

Chat with our team: http://messenger.providesupport.com/messenger/dtools.html

or open a support ticket here: https://d-tools.com/open-a-support-ticket/

D-Tools Support Wiki:

We also offer a robust Knowledge Base for D-Tools users. The D-Tools Support Wiki provides documentation on current and previous versions of SI, as well as instructions, videos, and examples to help answer questions on many SI-related topics. To serve as visual guides, you will also find sample projects and reports located in the Support Wiki.

Explore the D-Tools Support Wiki here: http://support.d-tools.com/

D-Tools YouTube Channel:

Are you a visual learner? Want to see a particular feature or workflow in action? Get the answers you need quickly on our D-Tools YouTube channel. Our YouTube channel provides you with an extensive video library which includes step by step video tutorials guiding you the entire D-Tools process and project workflow, from a Quick Start guide to creating an entire project and managing it to completion.

View our videos here: https://www.youtube.com/user/DToolsSoftware

D-Tools Software Assurance – Gold Support:

Software Assurance (SA) provides a number of value-add services to D-Tools clients. D-Tools SA clients get access to priority phone support, access to the entire D-Tools Data Library, Mobile Install, Purchase Order Vendor Portal, and all future software upgrades. In addition to our award-winning support services, D-Tools SA clients have access to our weekly Gold Support Webinars.

Register here: https://d-tools.com/gold-support/

Learn about Software Assurance here: https://d-tools.com/software-assurance/

New Gold Support Webinars
Our new bi-weekly Gold Support Webinars are designed to get you up and running on the three basics of using SI: Estimate, Design, Install. These live, instructor-led sessions are approximately 30 minutes of instruction followed by Q&A. Offered twice a week exclusively to our SA customers, this webinar series is ideal for new users as well as experienced users who may be looking to expand the use of SI in their business.


D-Tools’ eLearning:

D-Tools’ eLearning program is designed to teach you core competencies of our SI platform, delivered via our online learning environment. This annual subscription provides access to curriculum that covers each functional area of the software. Each online course is about an hour in length and will provide you with the information you need to succeed. Currently, we are overhauling our eLearning platform to be focused on individual topics based on the key features our platform and the crucial phases of the system integration process: Sales/Estimation, System Design, and Project Management/Operations.

Learn more here: https://d-tools.com/e-learning-program/

D-Tools Professional Services Group (PSG):

Just remember, you are never alone in your journey with D-Tools!  Our Professional Services Group (PSG) offers hands-on consultation, training, and implementation support to help your overall success with our platform. Our experienced PSG team’s primary goal is ensuring that all aspects of training and implementation are consistent and effective to help with your company’s overall success.

D-Tools’ Service Packages and Implementation Services provide outstanding value and are a convenient way to purchase a range of services geared to meet your specific needs.

See the full list of Service Packages here: https://d-tools.com/professional_services_packagespackages/

See the full list of Implementation Services here: https://d-tools.com/implementation-services/

Check out our Flexible Training Options!

On-site Training

D-Tools’ Professional Services on-site training is an excellent and convenient way for your company to begin using D-Tools. One of our Professional Services Group (PSG) team members will come to your location and tailor a “personalized” training agenda to meet your individual needs.

For more information on and to schedule on-site training and implementation, click here or contact sales@d-tools.com.

Regional Training:

We are heading to a town near you! D-Tools Regional Training events provide a great classroom-style venue for hands-on training delivered by expert trainers. Our 3-day comprehensive courses take you through the D-Tools project lifecycle, where we cover the basics, discuss best practices, and provide market-proven techniques. Whether you are just getting started or an experienced D-Tools user, these 3-day training courses will provide you with practical, real-world guidance on building and maintaining your catalog, leveraging packages and project templates to increase efficiency, as well as offer tips and tricks from experienced D-Tools users.

See the current list of upcoming Regional Trainings here: https://d-tools.com/regional-training/