D-Tools Service Management Software: Efficiency from Office to Field

D-Tools' robust service management capabilities are tailored for system integration professionals. Designed for mobile, office, and field teams, D-Tools’ solutions empower integrators to efficiently create and sell service plans while streamlining the management and delivery of ongoing services for every client engagement.

Service Management Capabilities by Software Product

D-Tools Cloud

Empower Your Field Service & Installation Technicians from Any Web-Enabled Device

• ​Plan: Planning tools provide collaborative ways to organize and manage projects and resources.
• ​Schedule: Scheduling and dispatch features ensure the right people get to the right place at the right time.
• ​Communicate: Mobile view and in-app chat keeps field technicians in constant contact with the office and projects on track.
• ​Task Management: Centralized, technology-enabled task management promotes accountability and data-driven decision making.
• ​Mobile App: A clean, mobile-first experience gives technicians instant access to schedules, tasks, project details, and time tracking. All updates sync to D-Tools Cloud to keep field and office aligned.

System Integrator

Schedule & Dispatch Your Field Service Teams with Robust FSM Resources

• ​Collaborate: Dispatch field resources via System Integrator (SI) Mobile Install allows for quick and efficient service.
• ​Document: Arm field technicians with detailed drawings and reports to keep installation and service tasks on time and on budget.
• ​Measure: Monitor field service key performance indicators such as install and task completion times to reveal opportunities for improvement.
• ​Streamline: Maintain a seamless flow of work between departments to maximize productivity and simplify coordination on large-scale, cross-functional projects.
• ​Upsell: Empower field technicians to add products or services to existing projects and get customer approval on the spot, encouraging natural project growth.

Field Service Best Practices: A Guide to Improved Operations

Delivering an exceptional customer experience is crucial for system integration businesses to succeed. Adopting the latest FSM best practices can help increase customer satisfaction and retention by streamlining your service delivery. This guide provides a blueprint for taking your company’s field services to the next level.

FSM Software Built for System Integration Companies

D-Tools purpose-built FSM tools help system integration project managers successfully plan — and field technicians successfully execute — installations and service orders.

I absolutely love the product, it's becoming an integral part of my business and we've won multiple jobs thanks to our professional-looking proposals.

Ridge Connect, LLC

We've fully integrated D-Tools Cloud into our operations. Our field technicians rely on it for job scheduling, task assignments, and real-time communication with our office. It also simplifies their clock-in and clock-out process at job sites.

Media Madnez

D-Tools has played a huge role in simplifying our day-to-day operations, from building proposals to monitoring the status of projects and installation management.

Andrew Luis, Bjorn's Audio & Video

Which Product is Right for You?

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

D-Tools Cloud Service Management Suite

D-Tools Cloud is a web-based, end-to-end SaaS solution with an intuitive, easy-to-navigate UI that makes it easy to manage your entire sales process. Currently serving the North American regions, D-Tools Cloud enables users to easily create, sell, and manage service plans and tools to enable field technicians to deliver outstanding service for every client engagement.

System Integrator Service Plans and Service Orders

SI is a mature, full-featured on-premises estimation, system design, and project management solution suitable for mid- to large-sized companies. SI’s advanced capabilities provide users with the ability to create service plans and service orders along with tools to dispatch field service technicians to help ensure accuracy and instill confidence for larger, more complex projects.