Field Service Management Capabilities by Software Product
Realize Greater Accuracy & Precision at Every Turn
Sales Management & Proposals
Gain a competitive edge and win more projects. Boost productivity and improve customer communication with our Customer Portal. Collaborate with ease to create professional, customizable proposals and generate accurate estimates using dealer-specific pricing from D-Tools’ integrated Product Library.Learn more
System Design & Documentation
Improve efficiency and precision in your system design process. Detailed engineering drawings allow for precise designs, utilizing Visio shapes and AutoCAD blocks. Access the Integrated Product Library for current product information. Upload floor plans and drop product icons to simultaneously generate a bill of materials. Use single-line system drawings, floor plan layouts, rack elevations, and wiring diagrams to ensure clear communication with the installation team, client, and other project stakeholders.Learn more
Project & Service Management
Stay on top of project timelines and budgets. Task tracking and collaboration tools streamline workflows and effectively manage installations, service orders, and job costing. Schedule and dispatch field technicians with Mobile Install to ensure installation tasks and service orders are completed efficiently.Learn more
Optimize your operations to improve efficiency and profitability. Streamline vendor management, procurement, and accounting with QuickBooks and other 3rd party software integrations. Track every client or internal change order and approvals. Accurately track inventory levels with Tracknicity and TRXio integrations. Analyze KPIs and project profitability with detailed reports and customizable dashboards for better decision-making.Learn more
Add to Your Bottom Line & Grow
Optimize your process — from quotes and scopes of work to labor utilization, after-sales service plans, and beyond — to take your system integration business to the next level.
Dealer-Priced Products in the Integrated Library
Efficiently manage 1 Million+ products and packages with a comprehensive library of dealer-priced products, built from over 25 years of direct relationships with top manufacturers and distributors. Streamline proposal creation and system design processes to minimize data entry time and ensure accurate pricing for every project.
Detailed Engineering Drawings
Integrate drawings with Bill of Materials (BOM) to clearly and completely document system designs via our Visio and/or AutoCAD integrations. Create drawings faster with industry-specific shapes and blocks, while ensuring that the BOM and drawings are always synchronized.
Estimates & Proposals
Deliver fast, accurate, professional proposals with comprehensive time and labor estimates, location and system details, and integrated pricing information for precise estimating. Collect e-signatures securely, ensuring smooth project management from start to finish.
Scheduling & Resource Management
Streamline task scheduling and assignment, enabling efficient coordination and communication. Easily create, manage, and track work orders, create Gantt charts, assign tasks, and schedule resources with intuitive scheduling tools, automated notifications, and real-time updates.
Data-Driven Reporting & Analytics
Elevate project management with integrated business analytics, customizable reports, and a user-friendly dashboard. Monitor project profitability, track job costing, manage change orders, and analyze performance metrics to optimize your business.
Service Plans & Support
Create, present, and sell Service Plans with every project. Optimize service and support task management by easily creating and managing service requests, tracking service tickets, and resolving customer issues. Efficiently allocate resources, schedule appointments, and monitor progress in real time with automated notifications and alerts.
Get the Support You Need,
When & Where
You Need It
The D-Tools Help Center features online ticketing, a support wiki, video resources, and more to help you make the most of your SI software investment. Check out the following tutorials for a sampling of available support and training: