Cloud Project Management Software | D-Tools (2025)

Unlock the Power of D-Tools Cloud

Manage your entire system integration process with D-Tools Cloud, a multi-OS web-based platform. Streamline sales, design, project & service management, and back office. Now with D-Tools Payments and inventory management for a complete end-to-end solution.

Effortless Product Pricing & Database Management

Visual Quoting and System Design

Simplify your sales process with visual, interactive quoting that lets you review scope and budgets with clients in real-time. Easily map and calculate wire and cable paths directly within plan views, and estimate per-foot costs for materials and other items using allowances. Annotate drawings and photos with accurate device placement, dimensions, field notes, and more to create clear, professional system designs.

Interactive, Multimedia Proposals

Create visually impactful multimedia proposals that convert. Automate upsells by offering client-selectable options and add-ons. Once chosen, these selections automatically update the proposal's product and labor totals in real-time. Collect E-signatures and payments on the spot.

Streamlined Communication & Collaboration

Leverage the in-app embedded chat to communicate instantly and the live proposal editing feature to collaborate directly within the platform. Share proposals and change orders online for clients to view, comment, and e-sign. Stay on top of contract expiration dates by automating email reminders to ensure your business never misses a lucrative renewal opportunity.

Optimize Payment Processing & Accounting

Collect client deposits at the time of proposal acceptance with D-Tools Payments, a fully embedded, secure, and compliant payment solution. Benefit from transparent transaction fees and faster ACH payments while simplifying payment reconciliation and cash deposits. Integrate with QuickBooks Online, QuickBooks Desktop, and Xero to enhance financial management and keep your business running smoothly.

Reporting & Insights

Leverage comprehensive reporting and analytics to gain valuable insights from critical sales and project management metrics, enabling data-driven decision-making for your business. Analyze won and lost sales opportunities, compare potential vs. forecasted sales, track labor across resources, clients, and projects – and even export time entries for accounting and payment purposes, empowering you with actionable information for success.

Project Management Suite

Deliver jobs on-time and on-budget. Create detailed tasks, schedule and dispatch field technicians, enabling mobile status updates and time tracking on the go. Plan installations, assign resources, manage change orders and service calls, compare actual vs. budgeted labor hours and monitor progress from any web-enabled device.

Service Management

Create, present and sell service plans as part of every client engagement. Improve customer satisfaction and generate recurring revenue. Manage service requests, assign resources and schedule service orders. Manage service against existing projects or service plans, or create one-off service requests.

Back Office & Inventory

Leverage D-Tools Cloud's powerful inventory management features to create an integrated, end-to-end solution for back office management. Streamline procurement, reserve and allocate products to projects and locations, and monitor stock levels to ensure critical items are always available. Reduce manual data entry, minimize human error, and improve invoicing accuracy with seamless integrations for QuickBooks (Online and Desktop) and Xero.