Streamline Your Operations to
Transform Your Business
From the office to the field – revolutionize your sales pipeline tracking, generate on-the-fly estimates, and effectively manage projects and services. Close more business with compelling visual quotes and multimedia presentations, while streamlining product procurement through an extensive integrated product library featuring dealer-specific pricing.Explore Pricing
Cloud-Based Project Management Software...
& So Much More
CRM & Proposals
Optimize sales opportunities and close more business with less effort and friction. Manage leads in your sales pipeline and convert them to clients by bringing projects to life with stunning multimedia proposals. Grow recurring revenue by creating and presenting service plans as part of every proposal. Gain project approval and collect payment on the spot.Learn more
Visual Quoting & System Layouts
Leverage three different quoting methods – visual, image-based, and list view – and in-app drawing and mark-up capabilities to enhance system design comprehension. Save time with D-Tools' integrated product library and drag-and-drop device placement, along with advanced features for packages, accessories, allowances, product alternates, and proposals.Learn more
Project & Field Service Management
Deliver on-time and on-budget projects and services. Assign detailed tasks and dispatch field technicians, enabling mobile status updates and time tracking on the go. Plan installations, schedule resources, manage change orders and service calls, compare actual vs. budgeted labor hours and monitor progress from any web-enabled device.Learn more
Generate purchase orders and send them to suppliers directly through D-Tools Cloud—order exactly, and only, the parts you need to avoid return visits and surplus inventory. Eliminate double data entry, reduce human error risks, and improve invoicing accuracy with accounting integrations for QuickBooks (Online and Desktop) and Xero.Learn more
Unlock the Power of D-Tools Cloud,
a Multi-OS Web-Based Solution
Bid, track, and manage system integration projects in the cloud.
Effortless Product Pricing & Database Management
No more endless cycles of updating your product database only to face yet another change. Say goodbye to those headaches with D-Tools integrated product library, built from over 25 years of direct relationships with top manufacturers and distributors. Stay up-to-date with 1 million+ products and packages complete with supplier-authorized dealer-specific prices, giving you peace of mind and significant time savings.
Easily visualize and calculate wire and cable paths directly within your plan views. Estimate the overall per-foot cost for materials and miscellaneous items using allowances. Create interactive quotes and conveniently review budgets with clients right from the interface. Annotate drawings and photos with precise device placement details, dimensions, field notes, and much more.
Streamlined Communication & Collaboration
Leverage the in-app embedded chat to communicate instantly and the live proposal editing feature to collaborate directly within the platform. Share proposals and change orders online for clients to view, comment, and e-sign. Stay on top of contract expiration dates by automating email reminders to ensure your business never misses a lucrative renewal opportunity.
Time-Saving Automation & Synchronization
Automate upsells by offering optional client-selectable add-ons, locations, and systems. Once chosen, these selections automatically update the proposal's product and labor totals in real-time. Set client proposal review deadlines to minimize the chances of them shopping around. Draw systems first, and the bills of materials (BOMs) will automatically generate, ensuring that BOMs and drawings are always synchronized.
Optimize Payment Processing & Accounting
Collect client deposits at the time of proposal acceptance via ProPay, CardConnect, and Stripe. Integrate with QuickBooks (Desktop and Online) and Xero to streamline financial management.
Reporting & Insights
Leverage comprehensive reporting and analytics to gain valuable insights from critical sales and project management metrics, enabling data-driven decision-making for your business. Analyze won and lost sales opportunities, compare potential vs. forecasted sales, track labor across resources, clients, and projects – and even export time entries for accounting and payment purposes, empowering you with actionable information for success.
Get the Support You Need,
When & Where You Need It
In-app guidance gets you the answers you need quickly, while the D-Tools Help Center features online ticketing, a D-Tools Cloud Help forum, video resources, and more to help you make the most of your cloud-based software investment. Professional services packages are also available for added peace of mind.
D-Tools Cloud to SI Integration
Equip your engineering, project management, and service teams with the sophisticated capabilities of D-Tools System Integrator (SI) software, while your sales team utilizes D-Tools Cloud’s next-generation CRM, multimedia quoting, and new service contract features.Learn More