See What’s New in D-Tools Cloud
Moving forward with D-Tools Cloud as more than just a solution for sales team, D-Tools recently released valuable new project and field service management capabilities to the platform, providing a complete end-to-end solution for system integrators. We have continued to make enhancements to all areas of our solution, including proposals, visual quoting, payment processing, and project management, to help further streamline business processes and improve your operating efficiency.
Live Proposal Editing
To help arm sales teams, an as an improvement to customizing proposals, a live proposal editing functionality now makes it easier than ever to design and customize stunning proposals improving client engagement and helping close business faster.
D-Tools Cloud's visual quoting allows sales teams to bring projects to life and creates a collaborative experience with the client. Visual quoting as a tool has improved with the ability to visually calculate paths for wire, cabling, etc., as part of your plan views. Users can now measure a known distance (window, doorway, etc.) and add those length-based items to the drawing. The wire and price needed are automatically calculated then added to the quote. With the path to the doorway created to scale, your wire and other items can be purchased and pulled to scale, improving efficiencies for sales and installation teams.
For more accurate quoting, the ability to add coverage shapes to items in your plan views visually represents the space a specific item or category of items will cover, such as speakers, lighting, and more.
D-Tools Cloud has added Stipes as an option to collect your initial deposits. With our Stripe integration, you can collect electronic payments as part of the Proposal Acceptance process. This is a great way to get approval on a new project and collect your initial deposit without the hassle of sending a check in the mail.
D-Tools Cloud’s new project management suite provides a new way for project managers to plan and manage installations, while enabling field techs to execute on project plans. Stay informed, adapt to project changes, and collaborate between the office and the field.
Keep organized, on-time, and on-budget. Schedule your project resources by project and phase, assign people and tasks to time slots, and prevent double-booking by seeing the other project assignments and field resource availability.
Project Task Management
Stay informed and on-task. Create tasks on-the-fly and easily prioritize and manage project-specific tasks. Assign tasks details to technicians to view for instant access and collaboration on their mobile devices – including status, assignee, description, checklists, picklist items, attachments, and comments and activity – to quickly respond to project needs and finish the job.
Project Task Templates
The addition of task templates allows project managers to quickly create a project plan with tasks, and groups of tasks, based on pre-configured templates, saving time and expediting the assignment, and ultimately the installation process.
Project Status Reporting
Improve accountability and team visibility by providing field technicians with the ability to clock in and out of projects through their mobile devices. Track specific project hours by user, project, and labor type for more accurate project reporting and payroll.
Mobile View for Field Technicians
Field techs now have complete mobility with a mobile-friendly dashboard view, providing project details at their fingertips all the time. Track for schedule, tasks, etc., as well as view “personal notifications” assigned specifically to each tech, and view tasks with associated information, including attachments. Progress photos can also be taken and attached to the task assigned.