Expanded Capabilities of D-Tools Cloud Unveiled @ CEDIA EXPO Virtual 2020

Expanded Capabilities of D-Tools Cloud Unveiled @ CEDIA EXPO Virtual 2020

D-Tools extends its award-winning SaaS platform with integrated dealer-specific pricing from most industry manufacturers and distributors, intelligent visual quoting, and previews new project planning and execution capabilities at CEDIA Expo Virtual 2020

CONCORD, CA — September 9, 2020 — D-Tools, Inc., the worldwide leader in data-driven system integration software, today announced valuable new capabilities to its award-winning, D-Tools Cloud platform – a powerful, yet easy-to-implement multi-OS, web-based SaaS solution accessible from any web-enabled device. These new capabilities will be demonstrated in the D-Tools booth at CEDIA Expo Virtual, September 15 – 17, 2020.

D-Tools’ next-generation platform offers sales pipeline management; on-the-fly estimating from any mobile device; intelligent, interactive system design presentations, and product procurement using supplier-authorized dealer-specific pricing. 

“The exciting evolution of D-Tools Cloud continues, and the adoption rate has far exceeded our expectations. Early on, we focused on developing a best-of-breed solution for sales and procurement,” said Randy Stearns, CEO of D-Tools. “We then enhanced it by adding a more visual interface with click-to-add quoting using on-the-fly floorplan and image mark-ups. In the upcoming months, we will add a slew of project planning and execution features that move us closer to achieving our goal of providing a complete, end-to-end web-based solution for the industry.” 

D-Tools will demonstrate and preview critical new features at CEDIA Expo Virtual 2020:

  • Integrated, dealer-specific pricing with most industry manufacturers and distributors – D-Tools has partnered with hundreds of suppliers to provide direct and instantaneous access to product specifications and dealer-specific pricing from within the D-Tools Cloud environment, providing D-Tools Cloud users with a seamless proposal generation and purchase order creation experience. 
  • Visual Quoting and Multimedia Proposals – The click-to-add visual quoting interface allows users to add devices to floorplans and images right on their mobile device, hastening the design process. Once complete, add videos, testimonials, photos and more, share the multimedia presentation with clients for prompt e-sign approval and deposit, and close more sales.
  • Project Planning and Execution Capabilities – D-Tools will also preview a series of new project management features including item tracking, scheduling, project planning, and task and resource management that complement D-Tools Cloud’s other post-sale change order and purchasing capabilities.

The latest capabilities of D-Tools Cloud help system integrators estimate, present, and manage their system designs like never before, leading to improved operational efficiency and healthier bottom-line results.

CEDIA Expo Virtual 2020 attendees are encouraged to visit https://d-tools.cediaexpovirtual.com/ for an in-depth overview of D-Tools Cloud. CEDIA Expo Virtual runs September 15-17, 2020.

For additional information and pricing on D-Tools Cloud, and to sign up for a free trial, visit www.d-tools.com/cloud.

About D-Tools, Inc. 

D-Tools, Inc. is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and new cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and installation and service management. Today, nearly 7,000 companies in over 90 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability. 

Find product updates and related information by following D-Tools on TwitterFacebook, and LinkedIn.

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com 

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com 

All products, product names, trademarks, and registrations mentioned are the property of their respective owners, all rights reserved.

Major New Release of D-Tools System Integrator (SI) Software Now Available

Major New Release of D-Tools System Integrator (SI) Software Now Available

The latest award-winning release, SI version 14, greatly expands project planning and execution capabilities to enable more effective project delivery for system integrators and technology managers.

CONCORD, CA (August 14, 2020) — D-Tools, Inc., the worldwide leader in data-driven software for system integrators, today announced the availability of System Integrator version 14, which includes powerful new capabilities for its end-to-end estimation, design, project, and service management software solution. 

“Executives, sales teams, and project managers alike will appreciate the enhancements found in the latest release of System Integrator,” states Randy Stearns, D-Tools’ CEO. “Always looking to streamline workflows through a data-driven approach, SI v.14 starts with enabling users to create customized checklists. While some may use these checklists for one-off applications like project punch lists, others will use them for establishing standardized lists of tasks associated with completing specific project types. These lists of tasks and subtasks can then be used to auto-populate the all-new Gantt charts. In turn, the Gantt chart tasks can be pushed to install tasks for technicians in Mobile Install, creating a workflow process that is highly efficient and reduces the risk of oversights in the project management process. On the sales side, SI v.14 has added more CRM-like functionality, including the ability to track lead source and assign close probability to sales statuses, enabling sales forecasts and pipeline projections. Executives will relish the enhanced business intelligence (BI) engine that provides deeper analysis and more meaningful KPI reporting.”

D-Tools System Integrator (SI) is an end-to-end software solution that substantially improves operating efficiencies by streamlining the entire project workflow – from estimating, through system design and documentation, procurement, project management, installation, and on-going service, all through a data-driven process that leverages an extensive, integrated product library.

The latest release, SI version 14, provides new performance-enhancing features that include:

 

  • Gantt Charts
    A Gantt chart is the optimal tool for project planning and implementation. Create and view tasks and milestones by phase, system and/or location, assign responsible parties, set start and end dates, and identify dependencies. As a data-driven solution, Gantt chart tasks can be virtually instantaneously assigned to the appropriate resource and scheduled for completion.
  • Customizable Checklists

 

Create customized and reusable checklists that can be attached to projects, tasks, and service orders. Common use cases might include project punch lists, or creating a list of tasks and subtasks associated with the completion of specific project types. To expedite Gantt chart development, these templates comprised of tasks and subtasks may serve as inputs to a project Gantt chart. 

  • New Business Intelligence Reporting

New and expanded capabilities enable SI users to build queries across projects, clients, purchase orders, tasks, service orders, and service plans. Results, displayed in either list view or graphical form, enable deeper analysis and reporting on key performance indicators (KPIs).

  • Bulk Purchase Order Creation
    To save time, SI users have the ability to create purchase orders for multiple vendors and multiple projects in batch. Common use cases will include ordering items by phase, location and/or system.
  • Updated UI

New icons and re-designed ribbons improve the user experience throughout the application.

D-Tools will host a free, “What’s New in System Integrator v14” webinar taking place Thursday, August 20, from 10:00 a.m. – 11:30 a.m. Pacific. Those interested and seeing live demonstrations of the latest enhancements and capabilities to SI, followed by a Q&A session, can register here: https://register.gotowebinar.com/register/1649156799537490190.

After seeing a preview of SI v14 during InfoComm 2020 Connected last month, the solution was named a Sound & Video Contractor 2020 Best of InfoComm Winner, judged by a panel of CTS-certified judges, and won a Commercial Integrator 2020 BEST Award in the Project Management & Design Software category. Winners of the CI Awards were chosen by a panel of industry experts, integrators, and the editors of the publication based on criteria that included innovation, functionality, competitive advantages, and benefits to integrators and installers.

To see how D-Tools System Integrator can deliver profound visibility and results, sign up now for a free, personal online tour by visiting http://d-tools.com/live-demo-webinar/. A free 30-day trial of D-Tools can also be downloaded anytime at http://d-tools.com/hosted-free-trial-signup/.

 

About D-Tools, Inc.

D-Tools is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and project management. Today, nearly 7,000 companies in over 90 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability.

Find product updates and related information by following D-Tools on TwitterFacebook, and LinkedIn.

 

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com 

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com 

All products, product names, trademarks, and registrations mentioned are the property of their respective owners, all rights reserved.

D-Tools Cloud Now Seamlessly Integrates with D-Tools System Integrator (SI), Enabling a Visual, Collaborative, Mobile-friendly Sales Process

D-Tools Cloud Now Seamlessly Integrates with D-Tools System Integrator (SI), Enabling a Visual, Collaborative, Mobile-friendly Sales Process

The integration between D-Tools’ two award-winning software platforms enables D-Tools Cloud users to push accepted quotes to SI for the generation of engineering drawings, project implementation, and service management, creating a best-of-both-worlds experience.

CONCORD, CA — July 13, 2020 — D-Tools, Inc., the worldwide leader in data-driven system integration software, today announced it has completed a direct integration between the multi-OS, mobile-friendly, web-based D-Tools Cloud, and on-premises flagship solution, System Integrator (SI). Now, salespeople can leverage D-Tools’ intuitive, next-gen, sales opportunity management and estimating platform, while downstream users responsible for project fulfillment continue to rely on the industry’s gold-standard software for system engineering, project management and on-going service.

“For salespeople who prefer to be in front of clients and working from a mobile device, D-Tools Cloud is a more approachable and flexible solution,” states Randy Stearns, D-Tools’ CEO. He concludes by emphasizing that “The combination of (a) CRM functionality, (b) a visual floorplan-based quoting (or takeoff) experience (c) the ability to take photos from a mobile device and mark them up on-the-fly, and (d) share system designs as a multimedia presentation transforms the sales process into one that is both collaborative and highly efficient.” 

The integration provides the following valuable benefits to integrators:

  • Allows salespeople to utilize D-Tools Cloud’s next-generation toolset for sales opportunity management, visual quoting, and multimedia proposals, accessible from any web-enabled device to quickly close the sale.

  • Upon proposal acceptance, users send the proposal and related project information to D-Tools’ robust, on-premises System Integrator solution.

  • Project details such as client information, locations, systems, products, and labor are seamlessly imported to SI for the completion of engineering drawings, change orders, procurement, scheduling, installation, and on-going service.

For more information on the D-Tools Cloud to System Integrator integration, visit https://d-tools.com/cloud-si-integration/.

To learn how D-Tools software can streamline business processes, and for free trials, visit www.d-tools.com.

About D-Tools, Inc.

D-Tools is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and project management. Today, nearly 7,000 companies in over 90 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability.

Find product updates and related information by following D-Tools on TwitterFacebook, and LinkedIn.

 

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com 

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com 

All products, product names, trademarks, and registrations mentioned are the property of their respective owners, all rights reserved.

D-Tools to Demo Commercial-Focused Enhancements in Upcoming Major Release of System Integrator (SI) at InfoComm Connected 2020

D-Tools to Demo Commercial-Focused Enhancements in Upcoming Major Release of System Integrator (SI) at InfoComm Connected 2020

SI v14 delivers critical new features including Gantt management and enhancements to project management capabilities, drawings, and more.

CONCORD, CA (June 9, 2020) — D-Tools, Inc., the worldwide leader in data-driven system integration software, will preview powerful new capabilities of its forthcoming major release – System Integrator version 14 – during InfoComm Connected, June 16-18, 2020. The latest iteration of D-Tools’ award-winning estimation, design, project, and service management System Integrator (SI) software solution will debut this summer.

D-Tools System Integrator (SI) helps streamline the entire project workflow for integrators from estimation and budgeting, through system design, installation, back-office management, and on-going servicing, all through a data-driven process that leverages an extensive and integrated product library.

The forthcoming D-Tools SI v14 release provides beneficial new performance and productivity features and enhancements designed to further improve operational efficiency and increase profitability.

New Features Include: 

  • Gantt Charts – New implementation of Gantt charts allows SI users to better manage resources, leading to more successful installations. Linked to SI’s existing installation tasks and the addition of automation enables the scheduling of multiple tasks at one time.
  • Customizable Checklists – SI users can create customized checklists that can be attached to projects, tasks, and Service Orders. This feature allows more control over what is required to complete an item, and checklists can be saved for future use.
  • New Business Intelligence Reporting – New and expanded capabilities enable SI users to build queries across projects, clients, purchase orders, tasks, service orders, and service plans for creating their own Key Performance Indicators (KPIs), and to view data that is specific to their role within the organization.
  • Bulk Purchase Order Creation – SI users now have the ability to create purchase orders for multiple vendors, for multiple projects, at one time, saving time and improving efficiency.
  • Points – New concept for adding connection information to I/Os enables accounting for specifically needed actions. Labor hours and labor items can be associated with Points and will automatically add to the product as a labor accessory. 
  • Updated UI – D-Tools has an improved user experience throughout the application with the addition of new icons and redesigned ribbons throughout SI.

The newest version of D-Tools SI helps system integration firms improve operational efficiency for increased profitability, while reducing time, cost, and errors for a streamlined business process.

Attendees of InfoComm Connected can book a demonstration with a member of the D-Tools team at sales@d-tools.com

To see how D-Tools System Integrator can deliver profound visibility and results, sign up now for a free, personal online tour by visiting http://d-tools.com/live-demo-webinar/. A free 30-day trial of D-Tools can also be downloaded anytime at http://d-tools.com/hosted-free-trial-signup/.

 

About D-Tools, Inc.

D-Tools is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and project management. Today, nearly 7,000 companies in over 80 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability.

Find product updates and related information by following D-Tools on TwitterFacebook, and LinkedIn.

 

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com 

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com 

All products, product names, trademarks, and registrations mentioned are the property of their respective owners, all rights reserved.

D-Tools to Showcase Powerful New Capabilities to its Award-Winning System Integrator Software at Integrated Systems Europe

D-Tools to Showcase Powerful New Capabilities to its Award-Winning System Integrator Software at Integrated Systems Europe

D-Tools System Integrator version 13 delivers critical new features, including service plan sales and management, supplier pricing, and enhancements to project management capabilities, drawings, and more.          

CONCORD, CA (January 17, 2020)  — D-Tools, Inc. will demonstrate its award-winning business software at ISE 2020, Custom Home Europe stand #1-N80, February 11–14, in Amsterdam, NL. Powerful new features have been added to its flagship, on-premises System Integrator (SI) solution including service plan management, supplier pricing, and more. The newest version of SI, with its enhancements, helps system integration firms like never before—improving operational efficiency for increased profitability while reducing time, cost, and errors for a streamlined business process.

Major Release of D-Tools System Integrator, SI v13, Delivers Valuable New Features

D-Tools System Integrator is a robust, comprehensive software that guides users through the sales, estimation, system designs, project management, installation, and service aspects of their business. The latest release now features:

Service Plans – Define, create, sell, and manage service contracts

Supplier Pricing – Access to dealer-specific pricing from select partner brands

Allowance Packages – Substitute allowances for parts with no impact on price

Multi-Conductor Cable Documentation – Draw connections down to the individual conductor

Bundled Cables Support – Provides accurate labor calculation for bundled cables

Bar Code Scanning – Collect and validate product data, and sync with projects upon item receipt

Payment Processing – Integration with ProPay provides ability to accept initial deposit on projects through the D-Tools Customer Portal

ISE attendees are invited to see SI v13 at the show in D-Tools stand #1-N80. For additional information on the D-Tools’ System Integrator software, sign up for a free personal tour by visiting https://d-tools.com/live-demo-webinar/ or download a free trial by visiting https://d-tools.com/hosted-free-trial-signup/.

About D-Tools, Inc.

D-Tools, Inc. is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and project management. Today, more than 6,000 companies in over 80 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability. 

Find product updates and related information by following D-Tools on TwitterFacebook, and LinkedIn.

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com

All products, product names, trademarks, and registrations mentioned are the property of their respective owners, all rights reserved.

D-Tools Enables AV as a Service (AVaaS) Through Integration with GreatAmerica Financial Services Corporation

Integration provides D-Tools System Integrator users with direct access to technology financing options for their clients, enabling recurring revenue through AVaaS offerings

CONCORD, CA (December 5, 2019) – D-Tools, Inc. and GreatAmerica Financial Services Corporation, a nationwide provider of commercial technology financing and value-added services, have worked together to provide electronic systems integrators using D-Tools System Integrator (SI) the ability to offer their clients flexible payment options for projects and services, and present them as part of the proposal process. This new integration is available now for all US-based firms utilizing the D-Tools SI software solution.

AV as a Service (AVaaS) is an alternative business structure that enables integrators to offer their clients the ability to pay for technology solutions along with product updates and ongoing service in small monthly payments as opposed to incurring a large up-front expenditure. 

GreatAmerica provides an AV as a Service-like program, AV AMP, that allows integrators to bundle hardware monthly payments with their recurring support costs.

The AVaaS model benefits system integrators as follows:

  • If accounted for properly, system sales can be recognized as recurring revenue, which increases the value of the business;
  • Automatically builds in a service contract, guaranteeing service contract revenues;
  • Has the potential to reduce the length of the sales cycle and increase close rates by transferring the decision for a large up-front investment to one with small monthly payments, and
  • Provides a mechanism for maintaining a long-term relationship with the client.

AVaaS also benefits the clients of system integrators by:

  • Eliminating the risk of technology obsolescence because technology is updated, as required, and
  • Reducing system downtime due to the benefit of continual technology updates and an integral service plan.

“The idea of AV as a Service is finally becoming a mainstream commercial reality.  Thanks to the limitless scalability of the Internet of Things, more customers across more vertical markets are moving away from wanting to own a depreciable asset that requires more maintenance over time,” said Kevin Kelly, President and CEO of Stampede. Kelly continues, “The emerging new reality is making a ‘pay-as-you-go’ service model much more appealing to a broader range of customers. This, in turn, is creating exciting new opportunities for forward-looking systems integrators to profit from an entirely new business model based on a shorter technology lifecycles. For the past 20 years, the IT industry has benefited from a 3-year lifecycle on its products, and AVaaS provides our industry with a similar opportunity. The growth implications for our entire industry are staggering.”

Bob Lobascio, a CTS and Partner at Corporate Sales Coaches, adds, “As Chuck Wilson, Executive Director of NSCA, stated, ‘the financial health of integrators in the future will hinge on their ability to perform business model transformation.’ The key component to business model transformation has been to increase the ratio of RMR, and in the process, drive margin improvement. AVaaS is the best way to accomplish these goals.” 

“Clients expect everything to be offered on a subscription, and monthly payments are critical for system integrators to sell more projects,” said Lee Rozeboom, Managing Director of Sales for the technology financing division at GreatAmerica Financial Services. “We are thrilled to offer D-Tools System Integrator users the ability to quickly quote monthly payments and add them to their proposals, along with monthly recurring charges.”

To learn more about this integration and its distinct benefits, D-Tools will host a free webinar titled, “What’s New in D-Tools System Integrator version 13” on Tuesday, December 10, at 2:00 p.m. EST. Pre-register here to attend: https://attendee.gotowebinar.com/register/2070354409988229132.

To see how D-Tools System Integrator can deliver profound visibility and results, sign up now for a free, personal online tour by visiting https://d-tools.com/live-demo-webinar/. A free 30-day trial of D-Tools can also be downloaded anytime at https://d-tools.com/hosted-free-trial-signup/.

To learn more about GreatAmerica Financial and its offerings, visit www.greatamerica.com

About GreatAmerica Financial Solutions

GreatAmerica is the largest independent, family-owned national commercial equipment finance company in the U.S. and is dedicated to helping manufacturers, vendors, and dealers be more successful and keep their customers for a lifetime. GreatAmerica was established in Cedar Rapids, Iowa in 1992 and today is organized into seven business units. It has a staff of over 600 employees with offices in Georgia, Minnesota, and Missouri. www.greatamerica.com.

About D-Tools, Inc.

D-Tools is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and new cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and project management. Today, more than 6,000 companies in over 80 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability.

Find product updates and related information by following D-Tools on TwitterFacebook, and LinkedIn.

All products, product names, trademarks, and registrations mentioned herein are the property of their respective owners, all rights reserved.

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com 

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com