Back Office Management Resources to Optimize Operations

D-Tools delivers powerful back-office tools to enhance efficiency and streamline operations. From procurement and inventory management to seamless integrations with leading accounting platforms, D-Tools software improves operational efficiency while providing integrators with valuable business insights. Leverage visual reports and analytics to make data-driven decisions and optimize business performance.

Gain Insights with QuickBooks and Seamless Third-Party Integrations

D-Tools software integrates directly with popular accounting platforms like QuickBooks, QuickBooks Online, and Xero, eliminating double data entry and ensuring accurate accounting, purchasing, and invoicing. Additionally, D-Tools supports third-party integrations via API, enabling compatibility with CRM systems and other ERP technologies to streamline operations and enhance business workflows.

D-Tools Cloud

Efficiency Meets Transparency in Payment Management

D-Tools Payments offers capabilities that allow you to manage the entire payment lifecycle—from invoice to bank deposit—all within a unified D-Tools Cloud experience. Gain unparalleled control over your financial transactions and resolve issues with ease without leaving D-Tools Cloud.

• ​Fast, Secure Payment Processing: Enjoy rapid and secure transaction processing. Advanced payment technologies ensure that your financial transfers are both swift and secure, protecting your funds and financial information.
• ​Easily Manage Project Deposits: Simplify deposit management, ensuring you get paid faster and keep projects on track. With clear visibility into deposit status, you can improve cash flow and eliminate manual tracking.
• ​Real-Time Notifications: Instant in-app notifications can alert users to potential issues and provide actionable guidance for quick resolution.
• ​Embedded Reporting Tools: Integrated reporting delivers detailed payment and financial information directly within the platform, providing essential insights for well-informed financial decisions.
• ​Automated Recurring Payments: Collect recurring revenue easily with automated payments for service contracts, ensuring on-time payments and reliable cash flow. Clients receive timely reminders, payment confirmations, and can easily update their payment methods, delivering a hassle-free experience for both sides.

Purchase Orders

Streamline Procurement for Projects and Inventory

Effortlessly create and manage purchase orders (POs) for projects, service orders, or directly from your product catalog. Customize vendor and shipping details, receive and allocate products to projects or stock, and ensure the right products are available for every job.

• ​Efficient Procurement: Effortlessly generate purchase orders for single or multiple projects leveraging integrator-specific pricing from the D-Tools Product Library.
• ​Receive and Allocate Items: Receive and allocate items for projects or stock—track items and associate to installation tasks and service orders.
• ​Track Item Status: Keep track of items from receipt through installation and service.

D-Tools Cloud

Purpose-built Inventory Management to Simplify Workflows and Boost Efficiency

D-Tools Cloud’s new Inventory Management functionality provides a seamless solution for tracking and managing inventory, leading to on-time and on-budget project completion, efficient use of labor resources, and improved cash flow.

• ​Streamlined Purchasing Workflows: Simplify and optimize product procurement for both project-specific and stock items by knowing what’s on hand in advance.
• ​Bar/QR Code Scanning: Receive items directly into inventory via a handheld device and assign them to designated locations in the warehouse.
• ​Real-Time Inventory Tracking: Stay up-to-date as inventory moves from purchasing through receiving and staging, rack assembly, and delivery to site.
• ​Smart Inventory Allocation & Management: Reserve and allocate items for specific projects to ensure availability when needed in the field. Assign and transfer items between warehouses, vans, and job sites.
• ​Efficient Re-Ordering: Never run out of critical stock items with automated re-order alerts whenever minimum stock levels are reached.

Comprehensive Business Reporting to Drive Better Decision

Business management reporting enables business owners to build and operate more effective and profitable businesses. Accurate revenue reporting and job costing lead to more precise labor estimation and utilization, reduction in design oversights, and more profitable projects over time.

• ​Sales and Pipeline: Get a clear view of your sales team's activity and future revenue projections. Filter forecasts by sales representative, project type, market sector, lead source, and more to gain actionable insights and assess pipeline health with precision.
• ​Job Costing: Powerful project reporting to help ensure projects are delivered on-time and on-budget. Track costs versus estimates, control expenses, and improve profitability with comprehensive job-cost reporting tools.
• ​Business Intelligence: Track and measure KPIs such as sales forecasts, labor utilization, vendor engagement, product usage, profit analysis, and more. Gain a better understanding of your business performance to make informed decisions, optimize operations, and drive growth.

Which product is right for you?

Regardless of deployment—whether on-premises, like System Integrator (SI), or through our SaaS offering, D-Tools Cloud—our award-winning software seamlessly integrates your project workflow into a unified, data-driven, and interconnected process.

D-Tools Cloud

• ​Streamlined Procurement and Inventory Management
• ​Web-based, end-to-end SaaS solution with an intuitive, easy-to-navigate UI
• ​Manage back office operations, streamline procurement, track and manage inventory
• ​Integrates with QuickBooks and Xero for seamless accounting
• ​Currently serving the North American regions

System Integrator (SI)

• ​Powerful Business Intelligence
• ​Mature, full-featured on-premises estimation, system design, and project management solution
• ​Suitable for mid- to large-sized companies
• ​Advanced capabilities to improve back office operations
• ​Provides deeper business reporting to help companies make better business decisions