Over the past 8 years, thousands of integrators have gravitated to web-based D-Tools Cloud software for its first-in-the-industry proposal creation capabilities using its vast Integrated Product Library, but the software is more than just a proposal tool… much, much more.
D-Tools Cloud users can utilized various modules in the software for inventory management, service management, project management, intelligent visual quoting, interactive system design, change order handling, sales pipeline and CRM administration, multimedia proposals with e-sign and payment collection capabilities, in-the-field estimating, product procurement using supplier-authorized integrator-specific pricing, as well as scheduling, time tracking, and task management. Literally, D-Tools Cloud can manage every aspect of a job beyond just proposals and procurement from the Integrated Product Library with 1.9 million products with dealer-level pricing.
And the software is dynamic. Every quarter D-Tools releases an update to its Cloud software with updates to existing features and often with brand-new modules. That culture of constant improvements has certainly been the case over the past 12 to 18 months, as the D-Tools software development team has introduced several game-changing features, including:
D-Tools Payments -- A secure, fully embedded payment solution that offers a seamless user experience, transparent transaction fees, expedient ACH and credit card payment processing, and detailed financial reporting.
Inventory Management -- A seamless way using barcodes and QR codes to manage inventory in real time as they are received, allocated or used for individual projects and stock; tracking and locating products in warehouses, vehicles and job sites; and allocating products for specific projects to ensure availability.
Interconnect Diagrams -- An intelligent, visual way to design and document signal flow and wire connections with complete accuracy that replaces disconnected spreadsheets and CAD drawings with an interactive, always-synced canvas that shows how devices connect in a project — by system, phase, or location.
It’s one thing for D-Tools to talk about how great the latest D-Tools Cloud features are, but it’s even more impressive when actual users tout their results using the software. The rubber meets the road out in the field where integrators are adopting these new features and reporting improved efficiency, increased profit and general excitement. Here’s what they have to say:
“So, one of the newer features of D-Tools Cloud we’ve implemented is D-Tools Payments. In the past, using Quickbooks Online as many of us do, the process for sending invoices was kind of clunky both for me and our processes, as well as for our clients. When I would send them this really nice proposal in D-Tools Cloud, there would be the box and they could accept the proposal in that process.
"Then when I would get it, in order to turn the proposal around, I would then export it to QuickBooks and create an invoice that client. Now I’ve got to rely on another email getting to the client, not getting caught by spam filters, them seeing it and understanding that it was connected to that previous proposal and previous conversation that we had, and then getting them to go ahead and just do it.
"Because of that streamlined process... it’s definitely making a difference in how quickly we get the money and therefore how quickly we can get started on those projects.” -- Michael Moore, SimpleHome LLC
"Once we started doing the payment processing through D-Tools Cloud, is what we see having the payment request right there following the acceptance of the proposal… it’s a much more natural process for the client. They understand ‘Now I have accepted the proposal… now it’s time to pay.’”
“Having a more streamlined process with D-Tools Payments… we’re getting our money faster…. sometimes days, sometimes weeks. But because of that streamlined process with the customer having access to that request right there in the moment, it’s definitely making a difference in how quickly we get the money and therefore how quickly we can get started on those projects.”
“We have been using various parts of D-Tools Cloud and recently we started using the Inventory Management feature. That feature actually helped us discover thousands of dollars in unused equipment that we had in stock. It also helped us streamline ordering for better efficiency and cost savings, and it improved proposal accuracy for real-time inventory tracking and reducing overstock.
"It made us more efficient, and there’s nothing like it in the market that gives you a full one-stop stop solution." - Dean Valencic, Integrated Electronic Solutions
“I would definitely recommend the Inventory Management feature. The reason being it made us more efficient, and there’s nothing like it in the market currently that gives you a full one-stop stop solution.
“Adoption of the inventory feature was relatively easy. We didn’t know what to expect, but once we started out and having D-Tools help us with the documents and videos, it was very easy and it didn’t take a long time.”
“So, I just got a demo of the new Interconnects feature of D-Tools Cloud and I genuinely have goosebumps. This is what I’ve needed because we are literally at the point now where the proposal side has become so much easier, the backend management -- having everything such as line drawings -- it’s so tedious having to work through multiple different software platforms, pulling information from one to other and having manually input everything… it’s brought it to this level where I still have dread getting to that side of it.
"I just got a demo of the new Interconnects feature of D-Tools Cloud and I genuinely have goosebumps." - Cody Kline, Sonic Fidelity
"In a lot of aspects, we bypass that on some of our projects that don’t demand it. But it’s what our customers want. It validates the work that we do by being able to show them those things.”