D-Tools’ business management software continues to evolve to help systems integrators improve day-to-day business operations, streamline workflow and boost profitability.
CONCORD, CA — MAY 25, 2023 — D-Tools, Inc., a leading provider of core business management software for system integrators worldwide for 25 years, unveils to InfoComm 2023 attendees at Booth #2217 System Integrator (SI) version 20 and the addition of a Service Management Suite to its award-winning Cloud-based software platform. The SI V20 release brings advanced features to enhance project cost estimation, security through Azure Active Directory integration, and user management. The new Service Management Suite empowers integrators with greater recurring revenue opportunities and workflow efficiency.
The availability of both on-premise solutions through SI v20 and an off-premise cloud-based management system affords systems integrators a choice for every application.
D-Tools Cloud Service Management Suite Expands SaaS Platform for Integrators
D-Tools announces the inclusion of a new service management suite to its award-winning Cloud-based software. The new addition enables systems integrators to create, sell, and manage service plans with ease and efficiency. Service plans generate recurring revenue opportunities for integrators while improving the client experience. 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.
Additionally, this web-based multi-OS solution facilitates communication and collaboration across an integrator’s entire workforce. A recent addition to the software that makes communication within a company even more efficient is the support of chat. Members of an integration team can now communicate and collaborate in real-time—no more waiting for answers to questions that can delay projects.
D-Tools Cloud also expedites the generation and throughput of proposals, enabling integrators to close deals faster and move on to the next project. The platform’s facilitation of dynamic, engaging multimedia proposals and browser-based visual quoting enables closer collaboration with clients, leading to prompt e-sign approval, deposits and close rates. D-Tools Cloud’s post-sales capabilities, including scheduling, project planning, task management and time tracking help integrators finish jobs on time and within budget.
Key Features of D-Tools Cloud Service Management Suite:
Service Plans and Agreements
Create and manage service plans, automate tasks, monitor call progress, and communicate with clients to enhance project tracking and client communication.
Service Call Management
Streamline communication, log and track customer calls, assign team members, set reminders, and track call status for proactive customer support and resolution.
Efficiently manage and schedule technicians, equipment, and vehicles. Assign resources, track availability, schedule tasks, and manage conflicts.
Request and Collect Payment
Easily request and collect payments from clients, send payment requests, and integrate with payment systems for efficient payment collection.
D-Tools Showcases Newest Generation of D-Tools System Integrator (SI), version 20
At InfoComm 2023 D-Tools also demonstrates System Integrator (SI) version 20, which provides a suite of powerful new sales, project and field service capabilities to improve operating efficiency for systems integration businesses. SI v20 supports integration with Azure Active Directory (AAS), which provides Single Sign-On and enhanced security. Also implemented to help systems integrators drive productivity and boost bottom-line results are improvements to Pricing and Labor, including the ability to add multiple vendors and labor types to products; Purchasing and Field Service management; and the performance of features including projects, tasks, checklists, workflow rules, and more. Visit https://www.d-tools.com/whats-new-in-system-integrator for a detailed list of all system enhancements.
Key Features of System Integrator v20:
Azure Active Directory Integration
Provides users with centralized user management, single sign-on (SSO), multi-factor authentication (MFA), improved compliance, and scalability.
Catalog Multiple Labor Types for Products
Creation of multiple labor types associated with products in the SI catalog allows for more accurate estimation and job cost reporting.
Assign Multiple Vendors for Products
Association of multiple vendors with products in the D-Tools Catalog, including purchase costs, for increased availability and improved service levels.
Calculate Custom Fields for Projects
Addition of 10 calculated-type custom fields for projects, facilitating accurate project quotes, designs, and installations, with improved communication and clarity. SI v20 also brings various features and performance enhancements across all application areas.
To request a live demo on the show floor, email D-Tools at [email protected] and stop by InfoComm 2023 Booth #2217. To learn more about D-Tools software and sign up for free trials, visit www.d-tools.com
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 installation and service management. Today, 7,000 companies in over 90 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operating efficiency and increased profitability.
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Tim Bigoness, D-Tools, (925) 270-4102, [email protected]
Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, [email protected]
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