.svg)
D-Tools Cloud Solo Plan - Now Available for FREE! ↦ Click Here to Sign Up Today!l
D-Tools Cloud Features Overview
D-Tools Cloud is a powerful, yet easy-to-implement multi-OS, end-to-end web-based solution accessible from any web-enabled device. D-Tools Cloud offers sales pipeline management, on-the-fly estimating from any mobile device, intelligent visual quoting, interactive system design presentations, change orders, product procurement using supplier-authorized dealer-specific pricing, project management, and new service management suite.
The #1 proposal and project management software —
now available in the cloud
Drive business from sales through field service management from any web-enabled device.
System Designs
Browser-based Drawings
Create data-driven plan views based on a quote's bill of materials without the need for outside drawing applications such as Visio or AutoCAD
Visual Quoting
Mark up drawings and photos with device placement details, dimensions, field notes and more on the fly
Drawing Synchronization
Draw the system first and have the bill of materials auto-generate in the process – BOMS and drawings are always in sync
In-drawing Collaboration
Sketch out and share ideas, collaborate on designs, and help clients visualize their project
Post-sale Management
Purchasing
Easily generate purchase orders and send them to suppliers directly straight out of D-Tools Cloud
Amazon Business Integration
Connect your Amazon Business account to D-Tools Cloud, add Amazon devices to proposals, and send POs directly to Amazon Business for fulfillment
Change Orders
Create, track, and manage internal and client-facing change orders
Project Management Suite
Project planning, resource management, scheduling, task assignments, item tracking, time tracking and more help project managers and field technicians
Service Management Suite
Create, present, and sell service plans, manage and schedule service calls, request and collect payment for service, manage field technicians
Back Office Management
Accounting Integration
Integration with leading accounting application QuickBooks Online eliminates double-data entry and enable accurate accounting, purchasing, and invoicing
Visual Reports and Analytics
Gain valuable insights and influence better business decisions – track sales pipeline, analyze business performance, and respond quickly to ever-changing conditions
Support and Training
Quick and Easy Setup
Get on board and working in minutes by simply answering a few basic questions about your business
In-app Support
Get the answers you need quickly through in-app guidance with visual cues and technical help