Recurring Automatic Payments
The content provides a link to download the D-Tools ACH form, which users must fill out and follow instructions on to authorize recurring automatic payments for D-Tools services.
Download the D-Tools ACH Form for Recurring Automatic Payments
To set up recurring automatic payments with D-Tools, you can download the ACH form using the link below:
Fill out the form and follow the instructions provided to authorize recurring payments for your D-Tools services.
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D-Tools Cloud Software Integration with CardConnect Expedites Payment Processing
D-Tools Cloud, a bidding and proposal software for AV integrators, now integrates with CardConnect's secure credit card and ACH payment processing platform to streamline project approval and initial deposit collection within the proposal acceptance workflow.
D-Tools Cloud Product Tours
The D-Tools Cloud Product Tours provide detailed, feature-specific walkthroughs of the web-based D-Tools Cloud platform, covering topics such as quick settings configuration, dealer-specific pricing connection, opportunity creation, various quoting methods including Quick Quotes, ModusVR integration for 360 images, multi-media proposals, payment processing including automatic recurring payments, change and purchase order creation, real-time team chat, service plan creation and scheduling, payment requests for service calls, and comprehensive inventory management including stock allocation and procurement.
Data by D-Tools: Evolution of Payment Processing Report
The D-Tools Payment Processing Special Report, based on early data from the D-Tools Payments embedded solution launched in September 2024, reveals integrators' usage patterns and costs associated with credit card and ACH payments for deposits, progress payments, and service agreements, highlighting a strong interest (88%) among users for more efficient payment management and upcoming software updates to track job costs and offset processing fees.
D-Tools Payments Terms of Service
The D-Tools Payments Terms of Service, effective May 7, 2024, outlines that D-Tools provides embedded payment processing services including credit card and ACH transactions with specified fees varying by subscription plan, imposes ancillary fees for chargebacks and disputes, and reserves the right to increase transaction fees if certain thresholds related to American Express usage, corporate card volume, or high-value transactions are exceeded, subject to prior written notice to the merchant.
D-Tools Cloud Features
D-Tools Cloud is a comprehensive, multi-OS web-based platform that streamlines the entire sales process with features like an extensive integrated product library of over 1.6 million items, CRM and sales management tools including visual quoting, multimedia proposals with e-signatures, pipeline tracking, communication tools, and analytics, while also simplifying inventory, procurement, project management, service contracts, and payment collection in one unified solution.
Cloud Project Management Software | D-Tools
D-Tools Cloud is a comprehensive SaaS platform tailored for modern AV, security, and low-voltage integration businesses, offering integrated tools for managing sales proposals, project workflows, inventory, purchasing, recurring service plans, and payments, all powered by access to a vast product database of 1.6 million items from over 1,200 brands to streamline operations, improve accuracy, and accelerate deal closure and project delivery.