D-Tools and Solutions360
What is Solutions360?
Solutions360 is the leading provider of Professional Services Automation software, creating One View of the Business™ for customers. The company’s software platform, Q360™, is a tightly integrated system that handles all aspects of an system integration company’s business from sales and proposals through to service and dispatch to invoicing and full accounting.
Solutions360’s ERP (Enterprise Resource Planning) software, Q360, is an innovative platform designed to manage business processes within a growing technology integration organization. A single system that is process driven can give insight and control to manage critical business operations. Solutions360 understands that data is one of any company’s most valuable assets. Q360 has the power to unite all business processes and empower employees to find, share and exchange data, regardless of location or subject matter expertise.
What benefits does Solutions360 provide to D-Tools SI users?
SI users will benefit from Q360’s comprehensive, enterprise resource management solution by providing their company’s project and service teams with the tools to quickly search for and assign the right resources to projects based on their job roles, skill sets, bill rates, certifications, location, and availability. Real-time data – including project completion percentages, gross margin, remaining hours, work in progress, budget vs. actual, and profitability analysis – are all driven from product and labor information as originally specified and sold, providing instant understanding of the overall performance of their project teams and the ablility to make faster and more effective strategic business decisions. Once a project has been sold and approved, time and expense records are automatically routed through Q360’s workflow for approval and posting. From there, an invoice can be created directly within Q360. SI users will also see an accurate picture of their company’s financial standing with Q360’s revenue recognition rules, which provides clear differentiation between recognizable revenue for work performed and amounts contractually billable.
What is the general workflow for this integration?
The integration leverages the strengths of both applications, and provides a complete end-to-end workflow from the initial contact through quoting, system design, procurement, installation and service. Starting in Solutions 360, sales opportunities are created and passed over to D-Tools SI for project quoting, detailed system design & engineered drawings. The resulting project information (including locations, systems, product cost/price, time and labor estimates) is sent back over to Q360 for invoicing, product procurement, project management, and reporting.
Will users have to be both a D-Tools and a Solutions360 customer to use this integration?
Yes, the integration is only available to both D-Tools and Solutions360 customers. D-Tools SI users will be provided with a registration process directly via the application to register with Solutions360 and retrieve their API key in order to enable the features.
How does pricing work?
In order to access these features, companies must be a D-Tools and Solutions360 customer. For Solutions360 pricing, please visit https://www.solutions360.com or call the company at (800) 450-7748 and mention D-Tools.
For more information on this integration, please contact your D-Tools sales representative at (866) 386-6571 or (925) 681-2326 Option 1.