Project Management Software for System Integrators

Streamline System Integration with Powerful Project Management Tools

D-Tools software simplifies system integration project management, guiding you seamlessly from signed contract to installation and every step in between. Streamline workflows, improve team collaboration, and ensure projects are delivered on time and on budget with D-Tools' powerful project management tools.

D-Tools Cloud

D-Tools Cloud Offers a Full Suite of Project Management Capabilities

D-Tools Cloud’s project management suite empowers integrators to seamlessly manage projects from signed contract to completed installation. Ensure jobs are delivered on time and within budget with features designed to streamline workflows and enhance efficiency.

• ​Change Management: Modify accepted proposals, create and organize multiple change orders, and present to clients for approval. Track pending and approved change orders to keep projects on time and on budget.
• ​Effective Task Management: Create checklists and add to project tasks. Set due dates, add product info, attach drawings or other relevant documents for clear communication.
• ​Resource Allocation & Scheduling: Effortlessly assign and schedule resources by project, location, and phase. Gain a birds-eye view of projects, tasks, and resource availability.
• ​Field Technician Management: Field technicians can manage tasks in the field and clock in and out via any mobile device. Track hours by user, project, and labor type for accurate reporting and time tracking.
• ​Performance & Costs: Compare budgeted vs. actual labor hours, monitor project completion percentages, and gain insights for better process refinement and cost control.

Mobile Project Control

Manage projects from the field with a clean, focused mobile app. See your tasks and schedule at a glance, update progress on site, and log time in seconds. Every change syncs to D-Tools Cloud so project managers always know what is done and what comes next. This tight loop keeps teams aligned and projects on pace.

System Integrator

Manage Budgets, Timelines Efficiently with D-Tools System Integrator (SI) Project Management

Gantt charts, task tracking and scheduling tools streamline workflows and effectively manage installations, service orders, and job costing. Schedule and dispatch field technicians with Mobile Install to ensure installation tasks and service orders are completed efficiently.

• ​Gantt Charts: Plan and visualize project execution with precision. Create and organize tasks by phase, system, or location, assign resources, and define start and end dates. Track key milestones, establish task dependencies, and keep projects on schedule.
• ​Task Management & Scheduling: Efficiently schedule and manage installation tasks and service orders. Assign field technicians individually or in teams for specific projects. Remote task management is made easy through SI’s Mobile Install web interface, ensuring seamless coordination and productivity.
• ​Field Technician Management: With Mobile Install, technicians can add site notes, capture photos, track work, enter time, and secure customer signatures directly from any mobile device. Mark tasks complete, document serial numbers, log IP and MAC addresses, and track additional work—all on-site for maximum efficiency.
• ​Workflow Rules & Notifications: Stay informed and keep projects on track with customizable workflow rules and notifications. Ensure seamless collaboration between departments by setting rules that track task progression and notify team members when milestones are completed or missed.
• ​Wire Labels & Checklists: Automatically generate wire schedules and labels to enhance communication, streamline workflows, and simplify fieldwork. Ensure accuracy and efficiency with clear, organized documentation for every project.
• ​Punch List Management: Automatically create customized punch lists and reusable checklists. Assign tasks to responsible parties, track completion status, and monitor due dates to ensure every detail is accounted for and completed efficiently.

Mobile Install App

The D-Tools SI Mobile Install App gives field technicians real-time access to service orders, tasks, schedules, site documentation, and time tracking directly from their mobile devices. Designed for installation and service teams working in the field, this SI companion app helps keep projects moving with powerful offline functionality, barcode scanning, photo capture, push notifications, and seamless synchronization with D-Tools System Integrator (SI).

Master the Art of Project Management with Actionable Insights

Explore the Resource Center for articles focused on project management best practices, offering valuable insights to enhance your workflow and efficiency.

• ​AV Project Management: What It Is & How to Do It Effectively
• ​Project Management and Time Tracking Made Easy
• ​Resource Allocation in Project Management: 3 Methods

Testimonials

"D-Tools helps us turn around proposals more quickly and reliably than any of our previous estimating software. Not only that, but it helps us win more jobs, and once the jobs are sold, all project information can be managed through D-Tools' software, thus cutting out cross-information and double work."

— Michael Chunka, ICAV

"Since purchasing D-Tools cloud in March 2023 we have implemented it into our business in every aspect. We utilize it to let our techs in the field know their schedule and tasks to complete at each job and they have access to let the office know what is happening in the field, as well as clocking in and out at each job. We have seen the difference in our pricing structures. We are more consistent with our bids and having the products with the added labor on the parts makes quoting a breeze."

— Rodney Rodriguez, 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

"XL Automation is getting 5.5 times worth of the investment into D-Tools software. The project ROI has been incredible. Project profitability has increased by 3.75% - 5%, and these numbers are defined by two factors, project management efficiency has increased overall by 13.8%, while product and material management accuracy has seen an increase of 8.6%. Year-to-date, we have saved $78,000.00 in material costs. As a result of the software, on $3.5M of revenue, D-Tools has also helped us increase our profit by $140,000, making it a truly valuable, end-to-end software solution for our business."

— Nicole Niles, XL Automation Solutions