Power your HVAC/building automation business with improved estimating & workflow efficiency.
D-Tools software can enhance your HVAC operations, so you can save time and deliver standout customer service.
Explore How D-Tools Can Help Your Business
Customer Relationship Management (CRM)
Track client interactions and key details to better understand customer needs, and use customer data to personalize your services and proposals for building automation, HVAC, geothermal, and IAQ. Track your customer pipeline, ensure proposals receive appropriate follow-up, quickly respond to questions, and promptly address requests to nurture relationships and convert leads into customers.
Time-Saving Proposals
Turbocharge proposal creation with templates and stunning multimedia. Use D-Tools’ integrated product library with product information to save hours of research time and data entry on products from Honeywell, Nest, eero, and many others. Create detailed and accurate proposals, generate payment terms on the spot, and close the deal immediately with e-signatures.
Online Collaboration
Facilitate online collaboration across your sales and service teams for residential projects or commercial projects in retail, financial/banking, corporate, healthcare, education and industrial sectors. Allow your teams to quickly access customer data, prepare HVAC proposals, and follow up with leads to win more bids. Provide consistent communication and leverage staff talents across all of your teams, then receive proposal notifications to keep the whole team updated.
Organized Documents
Keep your documents organized and easily accessible for large building automation projects. View the latest updated versions of proposals, contracts, designs, and change orders in one place to help avoid miscommunication and errors.
Professional Design Tools
Use provided HVAC industry-specific shapes and in-app markup to save time creating professional, accurate drawings and placement of ductwork, thermostats, registers, building automation and when tying in your connection points with equipment from major manufacturers such as Trane, Lennox, Carrier, Honeywell and others. These tools support precise HVAC system design and visual quoting, helping you create clean and visually appealing materials you can proudly share with stakeholders.
Accurate Documentation
Access up-to-date, HVAC contractor-specific product information, including detailed specifications on heating, venting, air conditioning, geothermal, ductless and indoor air quality products through the D-Tools Integrated Product Library. This product information allows for highly accurate documentation and budgeting for a consistent profit margin.
End-to-End Business Management
Utilize a single dedicated system to manage products, tools, and platforms. D-Tools acts as an end-to-end business management system, fully integrating your tools and platforms and giving you a unified view of your business operations. This management system makes it easier to track installation progress, change orders, maintenance, and other services, maximizing your efficiency so you can better meet deadlines.
Streamlined Scheduling and Workflows
Smoothly coordinate installations and service calls in a single management system to avoid scheduling conflicts and inefficient resource use. Maintain your scheduling through a single platform to help avoid overworking or underutilizing your staff. Streamline intricate workflows, including design, installation, and post-installation maintenance, minimizing time spent on administrative tasks so your team can better focus on your core business activities.
Mobile Access
Enable your HVAC technicians to access information on the go. Employees can add site notes and photos, track completed work, collect customer signatures, and view or update project details remotely. This mobile access keeps your entire team up-to-date and makes for more seamless operations.
Improved Sales
Detailed customer data tracking allows you to better identify customer needs to sell service contracts, charge for design services, quote accurate and appropriate prices, and cultivate recurring revenue streams. Access a clear view of each account, so you can avoid undercharging for change orders, which can eat into your profit margins.
Enhanced Client Communication
Connect your entire HVAC team for enhanced client communication. From quickly responding to requests to identifying and addressing client needs, this enhanced, team-generated communication can boost customer satisfaction and help you sell HVAC service add-ons.
Manufacturer Warranty Tracking
Use SI’s custom date fields to easily track manufacturer warranty timetables on every product in an installation project. Save time on recordkeeping and enjoy more accurate, organized, and accessible warranty information so you can promptly and appropriately respond to any issues.
Enhanced Reporting and Analytics
Data aggregation and analysis provide insights into your HVAC business performance, including identifying best-selling products and services or analyzing profit margins. You can also use this data to evaluate labor utilization, identify strengths and weaknesses among your team members, and improve your employee management for enhanced productivity and employee morale.
Integrate with Leading Accounting Systems
Accounting integration with applications like QuickBooks, Xero, and NetSuite helps eliminate double data entry to keep your books accurate. Integrated credit card and ACH processing streamlines the payment process and enhances the customer experience.
Data Accessibility
Avoid the data silos common with HVAC businesses when project and customer data end up stored within different departments. Facilitate cross-company collaboration, ensuring team members can access the information they need when they need it for more efficient and accurate operations.
Customer Relationship Management (CRM)
Track client interactions and key details to better understand customer needs, and use customer data to personalize your services and proposals for building automation, HVAC, geothermal, and IAQ. Track your customer pipeline, ensure proposals receive appropriate follow-up, quickly respond to questions, and promptly address requests to nurture relationships and convert leads into customers.
Time-Saving Proposals
Turbocharge proposal creation with templates and stunning multimedia. Use D-Tools’ integrated product library with product information to save hours of research time and data entry on products from Honeywell, Nest, eero, and many others. Create detailed and accurate proposals, generate payment terms on the spot, and close the deal immediately with e-signatures.
Online Collaboration
Facilitate online collaboration across your sales and service teams for residential projects or commercial projects in retail, financial/banking, corporate, healthcare, education and industrial sectors. Allow your teams to quickly access customer data, prepare HVAC proposals, and follow up with leads to win more bids. Provide consistent communication and leverage staff talents across all of your teams, then receive proposal notifications to keep the whole team updated.
Organized Documents
Keep your documents organized and easily accessible for large building automation projects. View the latest updated versions of proposals, contracts, designs, and change orders in one place to help avoid miscommunication and errors.
Professional Design Tools
Use provided HVAC industry-specific shapes and in-app markup to save time creating professional, accurate drawings and placement of ductwork, thermostats, registers, building automation and when tying in your connection points with equipment from major manufacturers such as Trane, Lennox, Carrier, Honeywell and others. These tools support precise HVAC system design and visual quoting, helping you create clean and visually appealing materials you can proudly share with stakeholders.
Accurate Documentation
Access up-to-date, HVAC contractor-specific product information, including detailed specifications on heating, venting, air conditioning, geothermal, ductless and indoor air quality products through the D-Tools Integrated Product Library. This product information allows for highly accurate documentation and budgeting for a consistent profit margin.
End-to-End Business Management
Utilize a single dedicated system to manage products, tools, and platforms. D-Tools acts as an end-to-end business management system, fully integrating your tools and platforms and giving you a unified view of your business operations. This management system makes it easier to track installation progress, change orders, maintenance, and other services, maximizing your efficiency so you can better meet deadlines.
Streamlined Scheduling and Workflows
Smoothly coordinate installations and service calls in a single management system to avoid scheduling conflicts and inefficient resource use. Maintain your scheduling through a single platform to help avoid overworking or underutilizing your staff. Streamline intricate workflows, including design, installation, and post-installation maintenance, minimizing time spent on administrative tasks so your team can better focus on your core business activities.
Mobile Access
Enable your HVAC technicians to access information on the go. Employees can add site notes and photos, track completed work, collect customer signatures, and view or update project details remotely. This mobile access keeps your entire team up-to-date and makes for more seamless operations.
Improved Sales
Detailed customer data tracking allows you to better identify customer needs to sell service contracts, charge for design services, quote accurate and appropriate prices, and cultivate recurring revenue streams. Access a clear view of each account, so you can avoid undercharging for change orders, which can eat into your profit margins.
Enhanced Client Communication
Connect your entire HVAC team for enhanced client communication. From quickly responding to requests to identifying and addressing client needs, this enhanced, team-generated communication can boost customer satisfaction and help you sell HVAC service add-ons.
Manufacturer Warranty Tracking
Use SI’s custom date fields to easily track manufacturer warranty timetables on every product in an installation project. Save time on recordkeeping and enjoy more accurate, organized, and accessible warranty information so you can promptly and appropriately respond to any issues.
Enhanced Reporting and Analytics
Data aggregation and analysis provide insights into your HVAC business performance, including identifying best-selling products and services or analyzing profit margins. You can also use this data to evaluate labor utilization, identify strengths and weaknesses among your team members, and improve your employee management for enhanced productivity and employee morale.
Integrate with Leading Accounting Systems
Accounting integration with applications like QuickBooks, Xero, and NetSuite helps eliminate double data entry to keep your books accurate. Integrated credit card and ACH processing streamlines the payment process and enhances the customer experience.
Data Accessibility
Avoid the data silos common with HVAC businesses when project and customer data end up stored within different departments. Facilitate cross-company collaboration, ensuring team members can access the information they need when they need it for more efficient and accurate operations.
USE CASES
Utilize D-Tools for all of your HVAC projects
-Residential Homes
-Industrial Facilities
-Data Centers
-Entertainment Venues
-Hospitality
-Educational Institutions
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7,000.00Trusted by over 7,000 companies
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100.00Across 100 Countries
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800,000.00Generating 800,000 proposals annually
Data by D-Tools
Service Department Best Practices
How E2E Project Management Software Adds to the Bottom Line
XL Automation is regarded as the premier provider of (Building Automation Systems) BAS in New England. With a reputation for being the "go-to" company for engineering firms, contractors, and property and facility managers, XL Automation had high expectations when seeking an end-to-end project management software solution. Discover how D-Tools software supported and enhanced their business operations.
