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.
Explore the system integration software used by nearly 7,000 companies
Helping businesses increase revenue and profitability for over 20 years!
Engineering
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
Scheduling
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
Timesheets
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