D-Tools has implemented enhancements to their estimation and budget, design and project management
software platform, System Integrator, including System Integrator 2018.
Accommodating a key component of virtually all projects, D-Tools has completely re-engineered its Change Order process to enable the creation of multiple, persistent Change Orders while also adding a new approval process for Change order acceptance. New Project and Catalog improvements allow D-Tools users to clone products and labor items when adding accessories or items to a package — saving time and reducing errors. Service Orders can also now be created for archived projects, allowing multiple packages to be added at once to a project from the Mobile Quote Explorer.
Improvements have also been made to D-Tools’ AutoCAD integration, which makes it easier for those using the platform to leverage industry standard engineering drawings as part of their project workflow.
Additional support for security customers has been implemented with PSA integration, providing built-in functionality to update dealer cost information on the fly or on a schedule. Enhanced password rules and enforcement settings ensure the security of customer data per the new GDPR (General Data Protection Regulation) regulations.
Mobile Quote 2.0 App Makes It Easy to Generate Scope and Pricing On the Fly Redesigned for a more intuitive, efficient, and visually impactful experience, D-Tools’ Mobile Quote 2.0 iPad app makes it easy to walk prospective clients through available technology options and seamlessly generate a scope and budget for customer approval at the sales site, leading to much faster sign-off with fewer meetings. The data collected is instantaneously transferred into D-Tools SI for further design development and project management. Leveraging D-Tools; extensive product library and workflow concepts, such as the specification of devices by location and system, Mobile Quote 2.0 allows salespeople to obtain signed approval of a project’s scope and budget, and even collect a design retainer, in the very first client meeting. For in-house technology managers, Mobile Quote 2.0 can cut proposal creation time in half, reduce the likelihood of multiple proposal revisions and expedite their ability to get sign-off on a scope and budget. Ultimately, Mobile Quote 2.0 improves the tech manager’s ability to select and suggest to management the products and technologies they feel will be most effective for their projects, while also increasing the throughput for system designers.
Customer Portal Increases Client Engagement to Create More Satisfied Customers The increasingly mobile workforce demands easy access to documents from anywhere and at any time. D-Tools’ new Customer Portal facilitates collaboration and increases client engagement across distances, time zones and mobile platforms. Users can share proposals, contracts, change orders, drawings, cut sheets, user manuals and other client-facing documents via the web. To review, comment and accept (or reject) the documents presented, clients click on the e mailed link and log in to a secure web portal. This new web-enabled, device-agnostic capability expedites client communication and approvals, to keep projects moving forward and ensure that timelines and budgets are met. The Customer Portal improves efficiency, facilitates better client engagement and, ultimately, leads to heightened customer satisfaction.