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SOFTWARE

D-Tools Cloud Bid, track, and manage from any device with 
D-Tools Cloud-based proposal software. Overview Product Features D-Tools Payments
System Integrator Estimate, design, and install with the #1 AV system integration software. Overview Product Features

PRODUCT SELECTION GUIDE

Which Product is Right For You?
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FEATURES

Integrated Product Library
System Design
Project Management
Field Service Management
Business Management
Proposals and Sales
Third Party Integrations

INDUSTRY

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Commercial AV
Pro AV
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IT/MSP

SOFTWARE

D-Tools Cloud Discover and compare pricing options for our powerful web-based solution. Pricing
System Integrator Explore and compare pricing options for our comprehensive project management software. Pricing

SUPPORT & IMPLEMENTATION

Professional Services
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Data by D-Tools Reports

D-Tools Cloud Features Overview

D-Tools Cloud is a powerful, yet easy-to-implement, multi-OS, end-to-end solution accessible from any web-enabled device. Manage your entire sales process with intuitive visual quoting and multimedia proposals featuring e-signatures, while seamlessly tracking time, tasks, and change orders. Simplify inventory and procurement with supplier-authorized pricing, and take control of project management, service contracts, and payment collection—all in one place.

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Integrated Product Library

Power your business with industry's largest, most accurate product database

The Integrated Product Library includes more than 1.6 million products from more than 1,200 brands with integrator-level pricing. It is not just a repository but a foundation for every workflow in D-Tools software, enhancing quoting, design, and installation accuracy.
Learn more about the Integrated Product Library
Cloud Integrated Product Library
Cloud Logo (1) CRM/Sales Management

Boost Productivity with Comprehensive Sales Management

Empower your sales team to drive engagement with prospects and customers at every stage of the sales journey. Create professional, high-impact proposals and manage the entire sales process seamlessly from start to finish, enhancing productivity and closing more deals.

Opportunities Cloud
Visual Quote Card Tabber
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CRM Cloud
Sales Reporting Cloud

Maximize every Opportunity

Effortlessly create and manage your sales pipeline from any device. Use an intuitive, customizable drag-and-drop interface to stay on top of every stage of the sales process.
Opportunities Cloud

Flexible, Smarter Quoting

Generate accurate, detailed quotes from any mobile device with ease. Leverage intelligent visual quoting to engage clients and close deals more quickly.
Visual Quote Card Tabber

Multimedia Proposals That Help Win More Deals

Impress clients and close more sales with visually engaging, multimedia proposals designed to convert. Collect e-signatures and secure payments on the spot for a seamless sales experience.
cloud proposal

Streamlined Communication & Collaboration

Speed up outreach, quickly schedule meetings, improve customer follow-up by tracking engagement using D-Tools Cloud's intuitive communication tools.
CRM Cloud

Reporting & Insights

Sell smarter with analytics and reports with D-Tools Cloud to give you a complete view of sales performance via built-in visualization tools.

Sales Reporting Cloud
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.

Check out all the D-Tools Cloud Product Tours
D-Tools Cloud
System Design

Visual System Design Made Easy Using D-Tools Cloud Visual Quoting

Simplify your sales process with visual, interactive quoting that lets you review scope and budgets with clients in real-time.

Visual Quoting Cloud Features Image Based Proposals Wirepath Cloud Features
Increased Client Engagement
Visual Quoting Cloud Features

Use Visual Quoting to generate scope and budget, validate designs, and collaborate in real-time with customers, making them an integral part of the decision-making process.

Compelling Image-Based Proposals
Image Based Proposals

Effortlessly upload images and use drag-and-drop functionality to add devices directly to photos, helping customers visualize how their systems will look in their environment.

Browser-based Design
Wirepath Cloud Features

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.

Project Management

D-Tools Cloud Enables On-Time, On-Budget Project Management

D-Tools Cloud’s project management suite empowers integrators to seamlessly manage projects from signed contract to completed installation. Ensure jobs are delivered on time and within budget with features designed to streamline workflows and enhance efficiency.

Change Management

Modify accepted proposals, create and organize multiple change orders, and present to clients for approval. Track pending and approved change orders to keep projects on time and on budget.

Effective Task Management

Create checklists and add to project tasks. Set due dates, add product info, attach drawings or other relevant documents for clear communication.  

Resource Allocation & Scheduling

Effortlessly assign and schedule resources by project, location, and phase. Gain a birds-eye views of projects, tasks, and resource availability.

Field Technician Management

Field technicians can manage tasks in the field and clock in and out via any mobile device. Track hours by user, project, and labor type for accurate reporting and time tracking.

Performance & Costs

Compare budgeted vs. actual labor hours, monitor project completion percentages, and gain insights for better process refinement and cost control.

Redefine Customer Experience with D-Tools Cloud

Enhance client engagement by creating, presenting, and selling service plans with ease. Boost customer satisfaction and drive recurring revenue by seamlessly managing service requests, assigning resources, and scheduling service orders. Handle services tied to existing projects or service plans, or efficiently manage one-off service requests, ensuring smooth operations and long-term client relationships.

Redefine Customer Experience with D-Tools Cloud

Enhance client engagement by creating, presenting, and selling service plans with ease. Boost customer satisfaction and drive recurring revenue by seamlessly managing service requests, assigning resources, and scheduling service orders. Handle services tied to existing projects or service plans, or efficiently manage one-off service requests, ensuring smooth operations and long-term client relationships.

Create Service Plans Cloud-1
Service Contracts Cloud
Service Calls Cloud
Service Dashboard
Create Service Plans Cloud-1
Service Management

Create and Sell Service Plans

Build recurring revenue for your business by designing service plans and monitoring plans in D-Tools Cloud. Set pricing, service intervals and other features such as after-hours, weekends and holiday rates.
Service Contracts Cloud
Service Management

Present Service Contracts

Upload your scope of service, equipment coverages and exclusions, start and end dates, product warranties, service guarantees, and other important elements in your service agreements for customers to sign via e-signature in D-Tools Cloud.
Service Calls Cloud
Service Management

Manage Service Calls

Use D-Tools Cloud to manage service call parameters such as time windows, estimated duration of service, preferred time slots, arrival times, minimum charges, hourly rates, payment terms, scope of work and more.
Service Dashboard
Service Management

Complete Service Department Reporting

Analyze and control the profitability of your service department through comprehensive reporting via D-Tools Cloud, both in terms of recurring revenue from and on-demand service capabilities.
D-Tools Payments

Efficiency Meets Transparency in Payment Management 

D-Tools Payments offers capabilities that allow you to manage the entire payment lifecycle—from invoice to bank deposit — all within a unified D-Tools Cloud experience. Gain unparalleled control over your financial transactions and resolve issues with ease without leaving D-Tools Cloud. 

Project Payments
payments deposit
Billing Notifications-1
Billing Tab Payments
Automatic payments

Fast, Secure Payment Processing

With D-Tools Payments, enjoy rapid and secure transaction processing. Our advanced payment technologies ensure that your financial transfers are both swift and secure, protecting your funds and financial information.
Project Payments

Easily Manage Project Deposits

Simplify deposit management, ensuring you get paid faster and keep projects on track. With clear visibility into deposit status, you can improve cash flow and eliminate manual tracking.
payments deposit

Real-Time Notifications

Instant in-app notifications can alert users to potential issues and provide actionable guidance for quick resolution.

Billing Notifications-1

Embedded Reporting Tools

D-Tools Cloud’s integrated reporting delivers detailed payment and financial information directly within the platform. These tools provide essential insights, empowering you to make well-informed financial decisions. 

Billing Tab Payments

Automated Recurring Payments

Collecting recurring revenue is now easier with automated payments for service contracts, ensuring on-time payments and reliable cash flow. Clients receive timely reminders, payment confirmations, and can easily update their payment methods, delivering a hassle-free experience for both sides.
Automatic payments
Inventory Management

Streamlined Ordering, Smarter Tracking, and Optimized Allocation

Introducing powerful new inventory management capabilities for D-Tools Cloud. Transform the way you manage products—from purchase to project deployment—ensuring efficiency, accuracy, and control every step of the way.
Learn more about the NEW Inventory Management features here
Set minimum stock level alerts 1
Scan barcodes of the items when you receive them 2
Track inventory levels in real time 3
Inventory Home
  • 1Set minimum stock level alerts
  • 2Scan barcodes of the items when you receive them
  • 3Track inventory levels in real time

Purpose-built Inventory Management to Simplify Workflows and Boost Efficiency

Procurement Home New Module
inventory mobile
procurement quarter new module
item status new module
Item Status schedule new module

Streamlined Purchasing Process

Centralized purchasing workflows ensure smoother operations and better tracking.
Procurement Home New Module

Enhanced Product Receiving

Quickly receive items from purchase orders using scanning tools and assign to specific locations.
inventory mobile

Real-Time Inventory Tracking

Monitor inventory levels as items are received, allocated, moved, or used.
procurement quarter new module

Smarter Inventory Allocation

Reserve products for specific projects to ensure availability. Allocate items to designated locations for easy access.
item status new module

Efficient Re-Ordering

Set low-stock alerts to ensure critical items are always available. Automate re-ordering quantities to help maintain optimal inventory levels.
Item Status schedule new module
Back Office

Accounting Integrations

D-Tools Cloud integrates with QuickBooks Online, QuickBooks Desktop, and Xero to streamline your accounting processes. This seamless integration eliminates input errors, reduces duplication, and saves time while improving accuracy and simplifying invoicing and expense tracking.

Learn more about Back Office Features

Schedule a D-Tools Cloud Demo Today!

Schedule a demo to see the complete easy-to-use functionality of D-Tools Cloud to start streamlining your business process and building a healthier bottom line. Ask about our free trials!
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