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D-Tools System Integrator
Features Overview

D-Tools System Integrator (SI) is an comprehensive end-to-end software solution for low-voltage system integrators that substantially improves operating efficiencies by streamlining the entire project workflow – from estimating, through system design and documentation, procurement, project management, installation, and on-going service, all through a data-driven process that leverages an extensive, integrated product library.

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Sales Management

Integrated Product Library

Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library

Quote and Proposal Generation

Create fast, accurate quotes and proposals from any device and share online for client review, sales team notifications, and e-sign approvals

Mobile Quote Scope &
Budget Tool

Use Mobile Quote companion iPad app to maximize your site visits to quickly establish a project scope and budget

Client Opportunity Tracking

Additions of client types include Lead, Prospect, and Client, along with a new field for Lead Source, enable better tracking of sales opportunities

Opportunity Management

Manage sales opportunities, keep track of your pipeline, and all documents in one interface

Change Orders

Create, track and manage internal and client-facing change orders

Customer Portal for eSignatures & Client Communications

Get notified when clients view, comment and sign a proposal or change order via
D-Tools Customer Portal



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System Design Tools
Create detailed, engineered drawings (single-line system layouts, plan views, rack elevations and schematics) for clear communication with internal and external stakeholders through native integrations with Visio and AutoCAD

Industry Standard Shapes and Symbols
Take advantage of D-Tools-provided industry-specific Visio shapes and AutoCAD blocks to create drawings faster

BOM and Drawing Synchronization
D-Tools’ plug-in to Visio and AutoCAD ensures that your bill of materials and drawings are always in sync

Draw First
Ability to draw a system first and have the BOM auto-generated based on your layouts

Project and Field Service Management



Assign work orders and service orders to employees and subcontractors


Field Service Management

Add site notes and photos, track work completed, enter time, get customer signatures and document changes from the field via any mobile device


Work Order and Service Order Management

Schedule and manage installation tasks and service orders


Wire Labels and Checklists

Automatically generate schedules and labels to expedite and simplify field work


Item Tracking

Using at-a-glance views, project managers can track the status of when items are ordered, received and installed



Timesheet data can be exported for payroll purposes, but more importantly, it can be used to track actual vs. budgeted labor hours and labor costs


Project Reporting

Powerful project reporting capabilities help deliver the job on-time and on-budget


Gantt Charts

Map out project execution details. Create and view tasks by phase, system and/or location, assign resources, and set start and end dates, key milestones and dependencies


Punch List Management

Create customized punch lists (and reusable checklists), assign responsible parties, and track completion status and date


Workflow Rules, Management and Notifications

Set up rules to ensure that work flows seamlessly between departments, team members are notified when tasks or milestones are completed or missed, and business leaders are informed of key events


Back-office Management

Accounting Integration

D-Tools' integration with leading accounting applications (i.e. QuickBooks, NetSuite, Sage 100, Solutions360) eliminates double-data entry and enables accurate accounting, purchasing and invoicing

Purchasing and Receiving

Easily generate purchase orders and receive items

Payment Processing

Integrated credit card and ACH processing

Reports & Analytics

Track and measure Key Performance Indicators (KPI) such as sales forecasts and results, labor utilization, vendor engagement, product usage, profit analysis and more

Support and Training


Flexible Deployment Options

Host D-Tools on-premise or in the cloud


Implementation and Training

A dedicated team of experienced instructors provide training, implementation support and report customization to ensure full utilization of the power of D-Tools in the shortest amount of time possible


On-going Support

Get the answers you need quickly with live technical help, flexible training options, webinars, and community engagement


3rd Party Integrations

Connect with other software solutions
(i.e. Salesforce, ConnectWise, Avalara)
for a seamless end-to-end workflow