Professional Services

Professional Services to Meet the Needs of Your Business

D-Tools Professional Services packages* provide outstanding value and are a convenient way to purchase a range of services (including hands-on consultation, training, and implementation support) to help you make the most of your D-Tools software investment.

*Software not included, available separately.

Subscription Startup Package

$2500
16 Hours

The Subscription Startup Package provides implementation support and training sufficient to yield tangible results in a short period of time. This baseline package covers the key areas of software implementation as well as personalized training.

Assistance with setup, configuration, and catalog creation
Personalized online training
Custom report development
1-year subscription to eLearning

Online Pro Package

$4500
36 Hours

The Online Pro Package is designed for customers with multiple users that plan to utilize the full feature set of System Integrator. The Pro Package allocates 36 hours for personalized online training, custom report development, assistance with catalog creation (up to 1500 items)**, and advanced coaching on best practices within specific areas of the solution. Includes a one-year subscription to the D-Tools eLearning platform.

Assistance with setup, configuration, and catalog creation**
Personalized online training
Custom report development
Advanced coaching on best practices
1-year subscription to eLearning

** Items for catalog creation based on customer’s price lists or data exported from legacy systems and matched against products that currently exist in D-Tools Data Library.

On-site Pro  Package

$4500
36 Hours

The On-site Pro Package is designed for companies that desire a more hands-on approach. The On-site Pro Package features a 2-Day on-site training* plus an additional 20 hours allocated for personalized online training, custom report development, assistance with catalog creation (up to 1500 items)**, and advanced coaching on best practices. Includes a one-year subscription to the D-Tools eLearning platform.

2 days of on-site training* (travel expenses billed separately)
Assistance with setup, configuration, and catalog creation
Personalized online training
Custom report development
Advanced coaching on best practices
1-year subscription to eLearning

*The On-site Pro Package does not include required travel expenses for airfare, car rental, hotel, and per diem. Actual travel expenses with receipts will be billed up to $2,500 with confirmed on-site dates. Any travel expenses exceeding $2,500 will require approval in writing prior to booking.

** Items for catalog creation based on customer’s price lists or data exported from legacy systems and matched against products that currently exist in D-Tools Data Library.

Premier Package

$9500
76 Hours

The Premier Package is designed for companies with multiple users that plan to utilize the full feature set of System Integrator. This package features up to 5 days of on-site training* plus ample additional hours allocated for personalized online training, custom report development, assistance with catalog creation (up to 3,500 items)**, and advanced coaching on best practices. Includes a one-year subscription to the D-Tools eLearning platform.

Up to 5 days of on-site training* (travel expenses billed separately)
Assistance with control panel set-up and catalog creation (up to 3,500 items)**
Personalized online training
Personalized report and template customization
Advanced coaching on best practices
1-year subscription to eLearning

*The Premier Package does not include required travel expenses for airfare, car rental, hotel, and per diem. Actual travel expenses with receipts will be billed up to $2,500 per on-site visit with confirmed on-site dates. Any travel expenses exceeding $2,500 per visit will require approval in writing prior to booking.

** Items for catalog creation based on customer’s price lists or data exported from legacy systems and matched against products that currently exist in D-Tools Data Library.

Concierge Package

$19,500
160 Hours

The Concierge Package is designed for companies that prefer to have D-Tools’ Professional Services Consultants proactively manage the entire implementation process. This approach yields the quickest return on investment of any implementation and training package. A custom implementation plan will be created with a mix of onsite training*, personalized online training, report customization and full setup and configuration. This comprehensive package includes all aspects of a successful implementation for your business.

Setup and configuration
Initial catalog creation (up to 5,000 items)**
Hand-on on-site training* (travel expenses billed separately)
Personalized report and template customization
Advanced coaching on best practices
Personalized online training
1-year subscription to eLearning

*The Concierge Package does not include required travel expenses for airfare, car rental, hotel, and per diem. Actual travel expenses with receipts will be billed up to $2,500 per on-site visit with confirmed on-site dates. Any travel expenses exceeding $2,500 per visit will require approval in writing prior to booking.

** Items for catalog creation based on customer’s price lists or data exported from legacy systems and matched against products that currently exist in D-Tools Data Library.

eLearning Online Program - Learn core competencies of System Integrator, delivered via our one hour online learning environment.

Introduction Course

This course will give you an overview of SI, show you how to log in for the first time, and provide a tour of the software.

Assumptions/Setup – This module will explain the assumptions and pre-requisites for these courses.
Logging In – This module will cover logging in to an SI Client.
Interface Tour – This is a quick tour of the SI interface.

Catalog Course

This will introduce you to the Catalog in SI and explain the different aspects of Products, Labor Items, and Packages.

Catalog Introduction – This course will explain the different aspects of Products, Labor Items, and Packages.
Product Explorer Tour – This module is a quick tour of the Product Explorer interface.
Equipment, Speakers, and Wire – These modules will explain these specific product types.
Add from Library – This will explain how to add products from the D-Tools Data Library.
Import from .CSV file – This will demonstrate how to import a spreadsheet of products into your catalog.
Labor Items, Accessories, and Packages – These modules will explain these specific category types.

Projects Course

This course will introduce you to Projects in SI including creating a new project and adding items to the project.

Projects Introduction – This will introduce you to Projects in SI.
Project Explorer Tour – This module is a tour of the Project Explorer interface.
Creating a Project – This will demonstrate creating a project with the New Project Wizard.
Adding Products, Labor, and Packages to a Project – These modules will demonstrate and explain how to add these items.
Editing Items – This module demonstrates editing items within a Project.

Reports Course

Learn how to generate the various reports in SI: Client, Management, and Installation

Reports Introduction – This will introduce you to Reports in SI.
Running and Filtering Reports – These modules will demonstrate running and applying filters to Reports.
Report Definitions – This will demonstrate modifying and creating Report Definitions.
Client Reports – This will demonstrate the various Client reports in SI.
Customizing the Contract Report – This is a link to a page on our Support site that demonstrates how to customize the Contract report.
Management Reports – This will demonstrate the various Management reports in SI.
Installation Reports – This will demonstrate the various Installation reports in SI.
Report Groups – This will demonstrate Report Groups.
Report Themes – This will demonstrate Report Themes.

Visio Course

Walk through the steps of generating Visio drawings for Projects including Line, Elevation, Plan, and Schematic pages.
Visio Drawings – Introduction – This will introduce you to Visio Drawings in SI.
Creating a Visio File – This will demonstrate creating a Visio project file.
Visio Interface Tour – This module is a tour of the Visio interface.
Line Pages – This module demonstrates creating a Line page in Visio.
Elevation Pages – This module demonstrates creating an Elevation page in Visio.
Plan View Pages – This module demonstrates creating a Plan page in Visio.
Schematic Pages – This module demonstrates creating a Schematic page in Visio.

AutoCAD Course

Learn how to build AutoCAD drawings for Projects including Elevation, Plan, and Schematic pages.

AutoCAD Drawings – Introduction – This will introduce you to AutoCAD Drawings in SI.
Creating an AutoCAD File – This will demonstrate creating an AutoCAD project file.
AutoCAD Interface Tour – This module is a tour of the AutoCAD interface.
Elevation Sheets – This module demonstrates creating an Elevation sheet in AutoCAD.
Plan View Sheets – This module demonstrates creating a Plan sheet in AutoCAD.
Schematic Sheets – This module demonstrates creating a Schematic sheet in AutoCAD.

Purchase Order Course

This course will cover creating Purchase Orders in SI.

Purchase Orders Introduction – This will introduce you to Purchase Orders in SI.
Purchase Order Explorer Tour – This module is a tour of the Purchase Order Explorer interface.
Creating a Purchase Order – This will demonstrate creating a Purchase Order.
Editing Purchase Orders – This module demonstrates editing a Purchase Order.
Vendor Portal – This module will demonstrate the Vendor Portal for Purchase Orders.

Scheduling Course

This will introduce Scheduling in SI including Tasks, Service Orders, Calendar, and Resource Hours.

Mobile Install Course

This will give you an overview of the Mobile Install interface for Tasks and Service Orders in SI.

QuickBooks Course

This provides you with information on the QuickBooks functionality for SI including Item creation, Estimates, and Purchase Orders.

D-Tools Cloud

System Integrator

D-Tools Cloud

System Integrator

D-Tools Cloud New User Training

Free System Integrator (SI) Webinars

D-Tools Cloud

System Integrator

D-Tools Cloud

System Integrator

D-Tools Cloud New User Training

Free System Integrator (SI) Webinars

D-Tools Software
Implementation &
Training Services

Free D-Tools Software Webinars

D-Tools Cloud Webinar
Upgrade your Business Process

System Integrator Webinar
Improve Operating Efficiency

We’ve put together a collection of our Gold Support Webinars to help you make the most of your investment