Which Product is Right for You?

D-Tools Cloud is an easy-to-deploy, web-based, multi-tenant, SaaS solution with an intuitive, easy-to-navigate UI that makes it simple to get started and work. Currently serving the North American regions, D-Tools Cloud enables users to focus on the sales, proposal, design, and project management phase of a project.

Best for smaller jobs ($50k or less) that typically span from days to weeks, and companies that are focused on sales, design and project management.

Features

• Web browser based — available from PCs, Macs and tablets
• Integrated product library with dealer-specific cost availability
• A CRM for tracking sales opportunities and managing sales pipelines
• Interactive multimedia proposals
• Business Intelligence
• In-app guidance
• Web-based visual quoting tools (floor plans, images, path calculation, coverage shapes)
• Purchase orders
• Change orders
• Scheduling, task management
• Field technician management
• Integrations with QuickBooks Online and Amazon Business
• Currently serves North American regions only

SI is a mature, full-featured on-premises estimation, system design, and project management solution suitable for mid- to large-sized companies.  SI’s advanced capabilities provide users with the ability to manage projects through sales, detailed documentation and reporting, engineering, installation and ongoing service.

Best for larger jobs ($75k or more) that typically span from weeks to months, and companies that require more sophisticated engineering documentation and field service management.

Features

• Integrated product library with dealer-specific cost availability
• Data-driven proposals and documentation
• Visio and AutoCAD integrations
• Schematic, line, plan view, rack elevation drawings
• Wire checklists and wire labels
• Change orders
• Purchase orders
• Gantt charts, scheduling, work orders
• Service plans, service orders
• Field technician management
• Robust business reporting and analytics
• 3rd party integrations with QuickBooks Desktop and Online, Avalara, Salesforce, NetSuite, ConnectWise, etc.