Streamline Sales, Win More Bids & Improve Smart Home Project Management

D-Tools software can enhance your residential custom integration operations, so you can save time and deliver standout customer service.

Explore How D-Tools Can Help Your Business

Proposal/Estimating

Customer Relationship Management (CRM)

Track your residential client interactions and key details to better understand their needs, whether it be a whole-house solution or specific application such as AV, home theater, lighting control, climate control, home network, motorized shades, or outdoor technology. Use customer data to personalize your services and proposals, track your customer pipeline, ensure proposals receive appropriate follow-up, quickly respond to questions, and promptly address requests to nurture relationships and convert leads into customers.

Time-Saving Proposals

Turbocharge proposal creation with templates and bring your residential integration projects to life with multimedia. Use D-Tools’ integrated product library with information on 1.6 million products to save hours of research time and data entry. Create detailed and accurate proposals, generate payment terms on the spot, and close the deal immediately with e-signatures.

Online Sales Team Collaboration

Facilitate online collaboration across your sales and service teams. Allow your teams to quickly access customer data, prepare proposals, and follow up with leads to win more bids. Provide consistent communication and leverage staff talents across all of your teams, then receive proposal notifications to keep the whole team updated.

Engineering

Organized Documents

Keep your documents organized and easily accessible. View the latest updated versions of proposals, contracts, designs, and change orders in one place to help avoid miscommunication and errors.

Professional Design Tools

Use provided industry-specific shapes for AV, control, security, and more in the in-app markup to save time creating professional, accurate drawings. These tools support precise system design and visual quoting, helping you create clean and visually appealing materials you can proudly share with builders, designers, architects or homeowners.

Accurate Documentation

Access up-to-date, dealer-specific product information, including detailed specifications, through the Integrated Product Library with 1.6 million products with integrator-level pricing. This product information allows for highly accurate documentation and budgeting for a consistent profit margin.

Project Management

End-to-End Business Management

Utilize a single dedicated system to manage custom home integration products, tools, and platforms. D-Tools acts as an end-to-end business management system, giving you a unified view of your business operations. This management system makes it easier to track installation progress, change orders, maintenance, and other services, maximizing your efficiency so you can better meet deadlines.

Streamlined Scheduling and Workflows

Smoothly coordinate installations and service calls in a single management system to avoid scheduling conflicts and inefficient resource use. Maintain your scheduling through a single platform to help avoid overworking or underutilizing your staff. Streamline intricate workflows, including design, installation, and post-installation maintenance, minimizing time spent on administrative tasks so your team can better focus on your core business activities.

Mobile Access

Enable your installation technicians to access information on the go. Employees can add site notes and photos, track completed work, collect customer signatures, and view or update project details remotely. This mobile access keeps your entire team up-to-date and makes for more seamless operations.

Service

Service Plans and Recurring Revenue

This professional management platform can help to increase your sales. Detailed customer data tracking allows you to better identify customer needs to sell service contracts, charge for design services, quote accurate and appropriate prices, and cultivate recurring revenue streams. Access a clear view of each account, so you can avoid undercharging for change orders or failing to add items like cable and connectors, which can eat into your profit margins.

Enhanced Client Communication

Connect your entire team for enhanced client communication. From quickly responding to requests to identifying and addressing client needs, this enhanced, team-generated communication can boost customer satisfaction and help you sell service add-ons.

Manufacturer Warranty Tracking

Use custom date fields to easily track manufacturer warranty timetables on every product in an installation project. Save time on recordkeeping and enjoy more accurate, organized, and accessible warranty information so you can promptly and appropriately respond to any issues.

AV Operations Management

Enhanced Reporting and Analytics

Data aggregation and analysis provide insights into your custom integration business performance, including identifying best-selling products and services or analyzing profit margins. You can also use this data to evaluate labor utilization, identify strengths and weaknesses among your team members, and improve your employee management for enhanced productivity and employee morale.

Integrate with Accounting Systems

Accounting integration with applications like QuickBooks, Xero, and NetSuite helps eliminate double data entry to keep your books accurate. Integrated credit card and ACH processing via D-Tools Payments streamlines the payment process and enhances the customer experience.

Data Accessibility

Avoid the data silos common with custom installation businesses when project and customer data end up stored within different departments. Facilitate cross-company collaboration, ensuring team members can access the information they need when they need it for more efficient and accurate operations.

Utilize D-Tools for all of your Residential Systems projects

• ​New Construction
• ​Retrofit
• ​Single-Family Homes
• ​Multifamily/Condos

8 Steps to Successful Project Management

Project management is full of challenges. This eight-step process can help you to better plan and organize your projects, so you’ll be prepared for every project phase.

D-Tools' Broad Market Adoption

D-Tools is recognized as the industry standard for system integrators, with extensive worldwide adoption. As the trusted software leader, D-Tools delivers comprehensive tools that streamline operations from start to finish.

• ​Trusted by over 7,000 companies
• ​Across 100 Countries
• ​Generating 800,000 proposals annually