Run Your Integration Business on One Modern Platform

D-Tools Cloud is a lean SaaS platform designed for modern integration businesses. From proposals and project management to service plans and payments, D-Tools Cloud helps AV, security, and low-voltage integrators manage their entire workflow in one connected system.

Close deals faster. Deliver projects efficiently. Build recurring service revenue.

Built for the Modern Integration Business

Integration companies today manage more complexity than ever — from networked AV systems and security infrastructure to smart building technologies and managed services.

D-Tools Cloud brings everything together in one modern platform designed specifically for integration businesses.

With D-Tools Cloud you can:

• ​Manage sales opportunities and proposals
• ​Track projects from kickoff to completion
• ​Coordinate office and field teams
• ​Manage inventory and purchasing
• ​Offer recurring service plans
• ​Collect payments and track profitability

The result is a streamlined workflow that helps your team move faster and operate more efficiently.

Power Your Workflow with Connected Product Data

D-Tools Cloud includes access to the industry’s largest product database: 1.6 million products from over 1,200 brands, with integrator-level pricing built in.

This isn’t just a catalog, it’s the foundation of your day-to-day workflow.

• ​Build accurate proposals faster
• ​Generate purchase orders directly from approved projects
• ​Track products from quote to installation
• ​Maintain consistent pricing and margins
• ​Reduce manual data entry across your team

By connecting product data across sales, purchasing, and project execution, D-Tools Cloud helps your team move faster and operate with greater accuracy.

From Opportunity to Project — All in One System

Sales & Proposals

Close deals faster with professional proposals and streamlined opportunity management.

D-Tools Cloud helps your team:

• ​Track opportunities and sales pipeline
• ​Build multimedia proposals
• ​Present system designs visually
• ​Capture electronic signatures
• ​Collect deposits and payments

Turn qualified opportunities into approved projects faster.

Purchasing & Inventory

Stay in control of what you buy, stock, and deliver.

Once a deal is won, D-Tools Cloud connects sales directly to procurement and inventory—eliminating manual handoffs and reducing errors.

You can:

• ​Generate purchase orders directly from proposals
• ​Track equipment across orders, inventory, and projects
• ​Manage supplier pricing and product availability
• ​Allocate inventory to specific jobs
• ​Maintain accurate inventory levels across locations

This ensures the right products are ordered, tracked, and delivered on time—while maintaining visibility into costs and margins.

Project Management

Deliver projects with full visibility from kickoff to completion.

D-Tools Cloud keeps every project organized and aligned across teams.

You can:

• ​Assign tasks and milestones
• ​Track schedules and project progress
• ​Manage change orders and job costing
• ​Maintain centralized project documentation
• ​Monitor project profitability in real time

Project managers, sales teams, and technicians stay connected throughout the entire lifecycle.

Field Collaboration

Keep your field technicians connected to the office in real time.

Technicians can:

• ​View project details and tasks
• ​Log time and job progress
• ​Upload photos and documentation
• ​Complete service visits
• ​Track work performed onsite

This ensures accurate communication between field teams and office staff.

Invoicing, Billing & Payments

Get paid faster with connected financial workflows.

D-Tools Cloud helps you manage billing and payments without leaving the platform.

You can:

• ​Generate invoices directly from projects
• ​Track billing milestones and project-based invoicing
• ​Manage customer payments and outstanding balances
• ​Accept payments through D-Tools Payments
• ​Connect financial data with accounting systems

By connecting projects to billing and payments, you reduce delays, improve cash flow, and gain better financial visibility.

Build Recurring Revenue with Service Plans

Today’s integration businesses are increasingly building recurring revenue through ongoing service agreements.

D-Tools Cloud makes it easy to offer and manage service plans.

You can:

• ​Create tiered service offerings
• ​Schedule recurring service visits
• ​Track service history for every client
• ​Manage preventative maintenance
• ​Collect recurring payments

Service plans create predictable revenue while helping you deliver better long-term customer support.

Unlock the Power of D-Tools Cloud

Manage your entire system integration process with D-Tools Cloud, a multi-OS web-based platform. Streamline sales, design, project & service management, and back office. Now with D-Tools Payments and inventory management for a complete end-to-end solution.

Who D-Tools Cloud is For

Built for Growing Integration Businesses

D-Tools Cloud is ideal for companies that want a streamlined platform to manage their operations without the complexity of traditional enterprise software.

The result is a more efficient and scalable integration business. Everything your integration business needs — connected in one system.

D-Tools Cloud: Rapid Deployment. Easy Adoption.

Unlike complex enterprise systems, D-Tools Cloud is designed to be simple to implement and easy for teams to adopt. Most companies can start managing opportunities and proposals within hours.

Benefits include:

• ​Multi-browser, web-based deployment
• ​No servers or complex installations
• ​Accessible from anywhere
• ​Works across Mac, PC, and mobile devices
• ​Scales as your business grows
• ​Your team can start improving workflows immediately.

D-Tools Cloud: One Connected Platform for Your Entire Business.

D-Tools Cloud integrates with the tools integrators rely on to run their business. By connecting these systems together, D-Tools Cloud creates a single source of truth for your projects, customers, and financial performance.

Key integrations include:

• ​Accounting platforms such as QuickBooks and Xero
• ​CRM solutions such as Salesforce and HubSpot
• ​Google contacts
• ​ModusVR for 3D visualization
• ​Available API for developers

Customer Success Stories

Willtech Migrates to D-Tools Cloud to Succeed in Commercial AV Space

Northwest Arkansas-based Willtech Enterprises is a diverse integration firm serving both the residential and commercial markets. As a company with less than 20 employees, Willtech knows it needs to maximize its efficiency to be successful in the highly competitive commercial integration space. That means using D-Tools software to build proposals quickly and accurately for the various commercial vertical markets the company serves, such as houses of worship, education, medical, and corporate boardrooms, installing technologies such as acoustical treatments, digital signage, building automation controls, touchscreens, audio, video, lighting and more.

Using D-Tools Payments Pays Off for SimpleHome

When Michael Moore, managing partner at SimpleHome LLC in Birmingham, AL, started using the new D-Tools Payments feature recently, little did he know it would dramatically improve his entire payment-processing system. The results in terms of time savings and reduced confusion among clients have been immense. Payments are now easier and “more natural” for clients by eliminating multiple emails. It has eliminated Moore’s time spent creating invoices in QuickBooks. The amount of time Moore spent chasing down payments by checks and hurrying them to the bank has been greatly reduced.

New D-Tools Cloud Features Give Integrator 'Goosebumps'

For more than 45 years, Sonic Fidelity has been a trusted name in luxury and ultra-luxury residential AV integration in the Los Angeles area. Under the leadership of Chief Operating Officer Cody Kline, the company thrives on customer relationships, viewing the industry as a collaborative community rather than a competitive battleground. That same philosophy extends to technology partnerships, and for the past five years, Sonic Fidelity has relied on D-Tools Cloud to streamline its operations. For Kline, proposal creation has gone from dreaded task to enjoyable process.

Industry Awards & Recognitions

Discover the awards that set D-Tools Cloud apart. These honors highlight our dedication to delivering exceptional solutions and value to our clients year after year.