Web-based business management software adds comprehensive Inventory Management, Job Costing, and Convenience Fees, enhancing its award-winning SaaS platform.
Concord, CA – January 21, 2025 – D-Tools, a leading provider of core business management software for electronic systems contractors, is excited to announce the launch of major new features for D-Tools Cloud, including a fully integrated Inventory Management module and Job Costing capabilities. Additionally, the platform now supports the ability for users to charge clients Convenience Fees for credit card payments taken through the D-Tools Payments feature in D-Tools Cloud, offering integrators even more flexibility and profitability.
“As a complete end-to-end, cloud-based software solution for system integrators, D-Tools has moved beyond the basics of generating proposals, managing projects, and selling service plans”, said Randy Stearns, CEO, D-Tools. “D-Tools Cloud is now attacking head-on the toughest challenges facing system integrators – tracking inventory, assessing project profitability, and managing cash. The release of the new inventory module, job costing capabilities, and convenience fee option demonstrates our commitment to going the extra mile, and there’s a lot more to come in 2025. Hold on to your hats!”
Comprehensive Inventory Management
D-Tools Cloud’s new Inventory Management functionality provides integrators with a seamless solution for tracking and managing inventory. Effective inventory management leads to on-time and on-budget project completion, the efficient use of labor resources, and improved cash flow.
Key Features Include:
- Streamlined Purchasing Workflows: Simplify and optimize product procurement for both project-specific and stock items by knowing what’s on hand in advance.
- Bar/QR Code Scanning: Receive items directly into inventory via a handheld device and assign them to designated locations in the warehouse.
- Real-Time Item Tracking: Stay up-to-date as inventory moves from purchasing through receiving and staging, rack assembly, and delivery to site.
- Smart Inventory Allocation: Reserve and allocate items for specific projects to ensure availability when they are needed in the field.
- Location Management: Assign and transfer items between warehouses, vans, and job sites, for improved accessibility and organization.
- Efficient Re-Ordering: Never run out of critical stock items with automated re-order alerts whenever minimum stock levels are reached.
The new Inventory Management solution benefits every team member, including business owners, project managers, service managers, field technicians, procurement, and accounting. Inventory Management is now included in all D-Tools Cloud subscription plans.
On Tuesday, February 4 from 1 p.m. to 2 p.m. Eastern time, D-Tools will be conducting a webinar to walk through the new Inventory Management features. Register today at Registration to reserve your spot.
Accurate Business Reporting Starts with Job Costing
Business management reporting enables business owners to build and operate more effective and profitable businesses. In particular, accurate job costing leads to more precise labor estimation, a reduction in design oversights, and more profitable projects over time. By accurately allocating burdened labor and landed material costs and comparing these actual costs against budget estimates in proposals, D-Tools Cloud faithfully exposes whether projects, even individual phases of projects, are under or over budget and by how much.
The first in a series of business reporting tools, Job Costing offers business owners the ability to see the business more clearly and make better business decisions.
Convenience Fees Protect Margins
D-Tools Cloud users requesting credit card payments now have the option to add a 3% Convenience Fee to client invoices. By enabling the 3% convenience fee on credit card transactions, integrators:
- Maintain profitability by avoiding processing fees;
- Allow clients to pay electronically without having to look up their banking information, and
- Provide transparency and compliance through clearly-written disclosures.
The new Convenience Fee feature is part of the broader D-Tools Payments solution within D-Tools Cloud, designed to empower integrators with embedded, cost-effective payment processing and reporting while enabling a seamless workflow for clients.
Expanding a Powerful Toolset
With these new features, D-Tools Cloud continues to build on its robust, end-to-end platform which already includes:
- Sales pipeline management and CRM administration
- Intelligent visual quoting and system design
- Multimedia proposals with e-sign and payment collection
- Project management
- Service management
- Project procurement using supplier-authorized integrator-specific pricing
- Scheduling, time tracking, and task management for field technicians
- Back-office management, accounting integrations, and reporting
For more information about these new capabilities or to schedule a demo, visit www.d-tools.com or contact sales@d-tools.com.
