D-Tools has expanded the capabilities of its D-Tools Cloud software to include service management capabilities, marking it as the first end-to-end SaaS platform for systems integrators. Users can now create and sell service plans, schedule service calls and manage payment requests seamlessly within the platform.

The Service Management module aims to help service management with pre-designed service plans, integrated into proposals or offered independently. Users can manage invoicing and payment collection, resource scheduling and enable field technicians with mobile documentation for service calls.

D-Tools Cloud is a web-based solution tailored to streamline commercial AV system integrators’ operations. It offers a wide range of features, from sales pipeline management and estimating to interactive system design presentations, change orders, procurement and project management. The software has access to more than 1.6 million products in the D-Tools Product Library with integrator-level pricing that ensures data accuracy. Users can effortlessly access products from their favorite suppliers, enabling them to add products to proposals and drawings with specific pricing tiers.

D-Tools Cloud’s proposal software “simplifies plan view creation directly from a quote’s bill of materials, eliminating the need for external drawing applications like Visio or AutoCAD.” D-Tools says that what sets Cloud apart is its comprehensive toolkit, “easily deployable and accessible on any web-enabled device.” The added service management capabilities enhance value for sales teams, project managers and field technicians, making it a versatile solution for all aspects of a system integration business.

Other key features of the software include CRM and Sales Opportunity Management, Browser-based System Design, Multimedia Proposals, Project Management and Purchasing.