D-Tools today announced the release of Mobile Quote 2.0, a native iPad companion app for the D-Tools System Integrator (SI) platform. Mobile Quote 2.0 says it can make it easy for industry salespeople to seamlessly generate a project scope and pricing estimate for client review and approval during the initial client meeting. The data collected is then instantaneously transferred into D-Tools SI for further design development and project management, eliminating the need to transfer handwritten notes into instructions for system designers just to have that same data re-entered into a D-Tools proposal.
The flexibility of Mobile Quote 2.0 enables industry salespeople to be as general or specific as they desire. If the objective is to quickly capture what device types are required in which rooms and get a ballpark price, the iPad app can simply pull a price allowance from the list of items in the appropriate sub-category in the D-Tools product catalog based on a global or item-specific good/better/best selection. On the other hand, if a more precise design and pricing is required, Mobile Quote 2.0 leverages project templates and packages from the D-Tools’ product catalog to complete an accurate system design and price by room and by system in minutes. If details regarding item placement, product preferences, owner furnished equipment and the like are desired, the app enables the entry of room notes, system notes, item notes and images taken from the iPad camera. Users can also make pricing and labor adjustments on the fly.
For system integrators that collect a design retainer, Mobile Quote 2.0 has a built-in design retainer calculator based on a percentage of the estimated contract total, a dollar amount per square foot, or a designated fixed amount. Not only that, the app requests client approval via e-signature and allows D-Tools customers to collect the design retainer, or even contract deposit, on the spot using their preferred mobile payments solution (e.g., Square). Collecting a design retainer up front locks out the competition and compensates system integrators for their design efforts during the sales process, a cost often borne by the system integrator as a sales expense.
Mobile Quote 2.0 is available for download via the Apple app store hereand can be installed for free. However, every customer must purchase Mobile Quote 2.0 licenses in order to fully use Mobile Quote. Device licenses are priced at $25.00 per iPad device per month and available exclusively via the SI 2017 application. For more information on purchasing Mobile Quote 2.0, please click here.