925.681.2326 Option 1 or 866.386.6571

ESTIMATE. DESIGN. INSTALL

Streamlines project workflows for improved operational efficiencies and healthier bottom-line results

D-Tools System Integrator (SI) software is a comprehensive, on-premises solution catering to the diverse needs of sophisticated residential, commercial, and security integrators, as well as universities, corporations, and governmental entities.

For over 20 years, and used by nearly 7,000 companies in 87 countries, D-Tools SI helps streamline the entire project workflow for integrators, from estimation and budgeting, through system design, installation, back-office management, and on-going servicing, all through a data-driven process that leverages an extensive and integrated product library.

Sales Management

Integrated Product Library with Supplier Pricing

Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library.

View Product Library

Quote and Proposal Generation

Create fast, accurate quotes and proposals from any device and share online for client review, sales team notifications, and e-sign approvals.

 

Customer Portal for eSignatures and Client Communications

Get notified when clients view, comment and sign a proposal or change order via D-Tools’ Customer Portal.

Learn More

Mobile Quote ™ Scope & Budget Tool

Mobile Quote ™ companion iPad app to maximize your site visits to quickly establish project scope and budget.

Learn More

Service Plans

Define, create, sell, and manage service plans for new and existing projects.

 

CRM Integration

Our integration with leading CRM application, Salesforce, allows to better manage budgets, improve opportunity wins, and more accurately track revenue and expenses.

Learn More

System Design

System Design Tools

Create detailed, engineered drawings (single-line system layouts, plan views, rack elevations and schematics) for clear communication with internal and external stakeholders through native integrations with Visio and AutoCAD..

Learn More

BOM and Drawing Synchronization

D-Tools’ plug-in to Visio and AutoCAD ensures that your bill of materials and drawings are always in sync.

 

Industry Standard Shapes and Symbols

Take advantage of D-Tools-provided industry-specific Visio shapes and AutoCAD blocks to create drawings faster.

Learn More

Draw First

Ability to draw a system first and have the BOM auto-generated based on your layouts.

 

Project Management

Scheduling

Assign work orders and service orders to employees and subcontractors.

Work Order and Service Order Management

Schedule and manage installation tasks and service orders.

Item Tracking

Using at-a-glance views, project managers can track the status of when items are ordered, received and installed.

Workflow Rules, Management, and Notifications

Set up rules to ensure that workflows seamlessly between departments, team members are notified when tasks or milestones are completed or missed, and business leaders are informed of key events.

Field Management

Add site notes and photos, track work completed, enter time, get customer signatures and document changes from the field via any mobile device.

Learn More

Wire Labels and Checklists

Automatically generate schedules and labels to expedite and simplify fieldwork.

Project Reporting

Powerful project reporting capabilities help deliver the job on time and to budget.

Back Office Management

Workflow Rules, Management, and Notifications

Set up rules to ensure that workflows seamlessly between departments, team members are notified when tasks or milestones are completed or missed, and business leaders are informed of key events.

Accounting Integration

Our integration with leading accounting applications (i.e. QuickBooks, NetSuite, Sage 100, Solutions360) eliminates double-data entry and enables accurate accounting, purchasing and invoicing.

Learn More

Purchasing and Receiving

Easily generate purchase orders and receive items.

Payment Processing

Integrated credit card and ACH processing.v

Reports & Analytics

Track and measure Key Performance Indicators (KPI) such as sales forecasts and results, labor utilization, vendor engagement, product usage, profit analysis and more. 

Learn More

Support and Training

Flexible Deployment Options

Host D-Tools on-premise or in the cloud.

Learn More

Ongoing Support

Get the answers you need quickly with live technical help, flexible training options, webinars, and community engagement.

Learn More

Implementation and Training

A dedicated team of experienced instructors provide training, implementation support and report customization to ensure full utilization of the power of D-Tools in the shortest amount of time possible.

Learn More

3rd Party Integrations

Connect with other software solutions for a seamless end-to-end work-flow.

Learn More

 

“We needed software that would allow us to estimate, draw, and keep track of changes accurately for our business. D-Tools gives us that, along with capabilities that help our company take on bigger jobs and grow.”

– Brian Krisko, Sales Manager for Electronic Design Company

⤓ Industries Served ⤓

Residential AV
Commercial AV
~
Security
EDU
Corporate
Government