D-Tools will demonstrate updates to its D-Tools Cloud platform at CEDIA Expo 2022 in booth #22046. D-Tools is extending its web-based software to include a complete service management suite, which enables residential systems integrators to create, sell, and manage service plans. Service plans create recurring revenue opportunities for integrators while at the same time often improving the client experience. With this new feature-set, integrators now have access to an easy-to-use, yet powerful end-to-end web-based multi-OS solution. CEDIA Expo attendees will also see the latest version of D-Tools’ flagship on-premises System Integrator (SI) solution (version 19), featuring several enhancements to help integrators boost efficiencies and bottom-line results.

D-Tools’ New Service Management Features Added to D-Tools Cloud Provide First True End-to-end SaaS Platform for System Integrators.

D-Tools Cloud is a powerful, yet easy-to-implement multi-OS, web-based SaaS solution accessible from any web-enabled device. D-Tools’ next-generation platform offers sales pipeline management, on-the-fly estimating from any mobile device, intelligent visual quoting, multimedia proposals complete with e-sign and payment processing capabilities, change orders, product procurement using supplier-authorized dealer-specific pricing, as well as a complete project management suite of features. With the addition of a comprehensive service module, D-Tools Cloud fulfills its originally stated goal of being an end-to-end SaaS solution for system integrators.

Most residential system integrators agree that client satisfaction is critical to their sustainability as a business and long-term success. Integrators also acknowledge that building a recurring revenue base increases their enterprise value. Further, system contractors often dread being pulled away from profitable project work to handle unprofitable and inefficient service work. The new service capabilities now available for D-Tools Cloud effectively solve for all three of these critical elements of the business.

As part of the service offering, service plans can be designed in advance or configured on-the-fly and presented as an option on a project proposal or sold as a separate contract. Whether issued against a service agreement or as a one-off service call, service orders offer users the ability to schedule resources, document the problem found and work performed, track their time, invoice, and even collect payment right on-site all from a mobile device simply and efficiently.

Visit booth #22046 at CEDIA Expo to preview the exciting new D-Tools Cloud service suite of features.

New Release of D-Tools System Integrator (SI) Software Adds Powerful New Sales, Project, and Field Service Management Capabilities for Greater Operating Efficiency of Systems Integration Businesses

The SI version 19 release offers systems integrators numerous productivity advancements across the application, including:

• Improved job costing and time sheets management through an integration with QuickBooks Time (formerly T-Sheets)
• Improved PO process with the ability to create purchase orders from service orders
• Enhanced calculation accuracy with a new PoE (Power over Ethernet) tool for calculating balances of available power for products
• Mobile Install enhancements including the ability to display accessories
• Improved change order history and reports

SI v19 also includes performance enhancements to features, including projects, tasks, checklists, workflow rules, and more, to help system integrators drive productivity and boost bottom-line results.

CEDIA Expo attendees can see live demonstrations of D-Tools Cloud and System Integrator at Booth #22046.