D-Tools System Integrator (SI) logo

D-Tools System Integrator (SI)

by D-Tools · Since 1998
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorD-Tools
Year launched1998
StatusActive
Location1850 Gateway Boulevard, Suite 1060, Concord, CA 94520
Countries servedGlobal
Languages10
Integrations12+
Free tier
Free trial
Contact sales

About D-Tools System Integrator (SI)

D-Tools System Integrator (SI) is a system integration software from D-Tools that automates critical business processes. It combines sales management and proposals, system design and documentation, and project management so users can efficiently manage integration projects from start to finish. With its service management feature, D-Tools SI facilitates ongoing support and customer care. Additionally, this software provides comprehensive documentation and simplified communication across teams, helping to reduce errors and improve project timelines. Key capabilities: sales management system design project management service management documentation Best for: system integrators and businesses that need to manage complex integration projects effectively.

D-Tools System Integrator (SI) is a comprehensive software solution designed to enhance the efficiency and profitability of system integration projects. It supports businesses managing large-scale projects valued at $75,000 or more, offering tools for estimation, system design, documentation, project management, and field service management. The software’s intuitive interface integrates seamlessly with tools like Visio and AutoCAD, allowing users to create precise engineering designs and manage proposals with ease. By providing access to a centralized dashboard and extensive reporting tools, D-Tools SI enables businesses to monitor performance metrics, track job costing, and optimize workflows. The software boasts key features such as an integrated product library with over one million dealer-specific items, detailed engineering drawing capabilities, and professional proposal creation tools. These features help minimize errors, reduce data entry time, and improve overall project accuracy. It also offers robust scheduling and resource management tools, enabling users to create Gantt charts, assign tasks, and monitor progress in real time. Additionally, service plans and ticket tracking streamline after-sales support, ensuring efficient resource allocation and customer satisfaction.

Pros & Cons

What users like
  • +Comprehensive features for project tracking, equipment management, and system design.
  • +Enhances proposal creation, scheduling, and service orders with drag-and-drop calendar functionality.
  • +Provides business intelligence and visual reporting for improved decision-making.
  • +User-friendly interface for design and quoting, saving time and money.
  • +Robust functionality with opportunities for discovering new features.
What users flag
  • Steep learning curve, making it challenging for new users to navigate.
  • Limited customer support availability, leading to delays in resolving urgent issues.
  • Difficulty managing installation notes, tasks, and scheduling within the software.
  • Integration and maintenance require ongoing effort and time.
  • Lack of community-shared resources for accuracy and flexibility.

Features

Key features

Integrated Product Library
Houses over 1 million dealer-specific products with accurate pricing, reducing data entry errors.
Detailed Engineering Drawings
Includes Visio and AutoCAD integrations for creating precise system designs synchronized with BOMs.
Sales Management
Enables professional proposal creation with e-signature support and customer collaboration through the Customer Portal.
Scheduling & Resource Management
Facilitates efficient task scheduling and assignment with Gantt charts and automated notifications.
Data-Driven Reporting
Provides customizable dashboards to analyze KPIs, project profitability, and job costing.
Service Plans
Simplifies after-sales service management with features for ticket tracking and real-time progress monitoring.

Additional features

Estimates & Proposals
Generate accurate proposals with labor estimates and integrated pricing for every project.
Floor Plan Layouts & Rack Elevations
Drag product icons onto floor plans for seamless BOM generation and system design.
Project Management
Track timelines, budgets, and task progress to ensure smooth execution of installations.
Field Service Management
Schedule and dispatch technicians with Mobile Install for efficient service delivery.
Change Order Management
Track and manage client or internal changes to avoid errors and maintain transparency.
Recurring Revenue Management
Optimize scopes of work, quotes, and service plans for long-term revenue growth.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
10
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseChineseJapaneseRussian

Billing currencies

🇺🇸USD

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