Author: Josh Carlson

HomeSmart Selects D-Tools for “Large and Lavish” Security and Automation Project

Texas-based security & AV integrator shares 3 ways the D-Tools platform saves time and money With over 20 years of experience in security and AV technology under their belts, the mid-sized, family owned HomeSmart of Kingsland, Texas, is no stranger to large custom integration projects. To suit the needs of the 18-person company, HomeSmart was looking for an easier way to bid, design, and manage even the largest of projects. The company recently discovered first-hand how well D-Tools System Integrator (SI) software works for security and surveillance integration projects as it does for the design and installation of smart home and AV systems. HomeSmart had been using a competitor’s product to produce bids, but recently increased their productivity by 80 percent by implementing D-Tools to create professional proposals, design their systems, and manage projects from start to finish. Ben Thompson, whose job duties include Sales/Design/Operations Management for HomeSmart, states, “We use D-Tools for everything from pricing to ordering, scheduling, invoicing, accepting payments, and for all our CAD design. The D-Tools platform has helped us streamline and improve our sales and design processes by 100 percent, resulting in timely installs 100 percent of the time and increased customer happiness. It’s difficult to put a price on that, other than to say it has resulted in more customer referrals for increased profits and growth. This is the platform we use for...

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Lock Items in your SI Projects

Learn how this often-overlooked feature can prove beneficial  *Kevin Frye, D-Tools Senior Manager, Professional Services The Lock feature in our SI platform, while simple to use and understand, is easy to overlook. In this post, we will demonstrate what the Lock feature does, how to use it, and discuss reasons why you might consider adopting it in your own project process. What does the Lock feature do? The Lock feature allows you to lock Products from being edited within a project. If you attempt to edit a locked item, you will find all data fields are greyed out and not editable. Using the Lock Feature The Lock feature has two options; Lock Items and Unlock Items.  There are two direct methods to engage the feature. From the Project Editor, in the standard Items view, select one or more products.  Then use one of the following methods: Option 1. Click Tools → Lock → Lock Items. Option 2. Right-click on the selection set.  Choose Lock → Lock Items. To unlock previously locked items, use the same methods but choose Lock → Unlock Items.   Related Project Settings While setting the Lock feature manually works well, there is also a way to have items locked automatically.  From the Settings → Project Settings window, select the Tasks option and set ‘Automatically lock items when items are marked as installed’ to Yes. Whether...

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D-Tools to Preview New Cloud-based Platform, Debut Mobile Quote 2.0, and Offer Educational Courses at CEDIA 2017

CEDIA Booth #3035  CONCORD, CA — August 17, 2017 — D-Tools, Inc. will be demonstrating the latest release and upcoming enhancements to its award-winning System Integrator (SI) software platform in booth #3035 during CEDIA, taking place September 7–9, 2017 in San Diego. There, D-Tools will debut and demo its new Mobile Quote 2.0 iPad® companion app, which helps salespeople develop scope and budget, and even generate quotes in the field. D-Tools will also provide training and educational sessions focused on tools and ideas that help attendees streamline operations, automate business processes, and grow profitably. Lastly, as part of a special event open to all CEDIA attendees, D-Tools will preview its new Cloud-based platform in booth #3035 on Friday September 8, 2017 at 3:00 p.m. CEDIA Attendees Invited to a Preview of the D-Tools Cloud-based Platform Debuting early next year, D-Tools will provide an exclusive preview of its new Cloud-based platform and celebrate with CEDIA attendees in booth #3035 on Friday September 8, 2017 at 3:00 p.m. New D-Tools Manufacturer Vantage Point (MVP) partner Totem Acoustic will sponsor the event and the D-Tools team will be available to showcase new features, enhancements, and benefits of the company’s award-winning solutions. Admission is free and beverages will be served. CEDIA Attendees can RSVP for a chance to win an iPad Pro by visiting http://go.d-tools.com/RVSP-D-Tools-CEDIA-2017-Booth-Event.html. D-Tools to Demonstrate and Preview Mobile Quote 2.0 Re-designed...

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D-Tools Tip of the Month: Learn About the Powerful Reporting Capabilities Available in D-Tools

One of our primary goals is to provide you with the necessary resources to help your business run as efficiently as possible including professional proposals, as well as detailed management and installation reports. To ensure this, we offer several reporting features that will improve your client presentations, while reducing the time it takes to produce those documents to focus on completing the job. Define Report Settings Report Settings contain several options to help you customize the way reports display and function. These Report Settings are global for all reports, and can also be changed utilizing report definitions at the project level, which is covered below. Reviewing and defining report settings will help you increase efficiency with the professional proposals and other client facing documentation required. Learn more about Report Settings here: http://support.d-tools.com/001_SI_2017_Documentation/Administrator_Guide/04_Setup/02_Control_Panel/31_Report_Settings Report Definitions Report Definitions allow a single report to be generated in multiple ways without the need of creating custom reports. These definitions can be managed utilizing the Report Explorer within the Manage Reports section of SI Start menu. Currently, each stock report has their own set of parameters. These can be as simple as summarizing packages or accessories, the option to display or not display manufacturer or model number, and display labor by phase or as a single labor field. These can be set as default or updated on an individual report level. Learn more about...

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D-Tools Launches New Customer Portal as part of SI 2017 Update for Increased Client Engagement and Collaboration for Today’s Mobile Workforce

D-Tools Customer Portal enables users to share client-facing documentation via the web to for more interactive communications any time, and from anywhere CONCORD, CA — July 11, 2017 — D-Tools, Inc., the worldwide leader in data-driven system integration software, today announced a major new release of its award-winning System Integrator 2017 (SI 2017) software platform. Available immediately worldwide, D-Tools has enhanced its robust Cloud infrastructure by adding significant new capabilities and performance improvements including a new Customer Portal, which enables D-Tools users to publish project documents to the web for client comment, acceptance and e-signature approval – from any Internet-enabled device. Increase Client Engagement through D-Tools’ Customer Portal The increasingly mobile workforce demands easy access to documents from anywhere and at any time. Built on the D-Tools Cloud infrastructure, the new Customer Portal facilitates collaboration and increases client engagement, even across time zones and mobile platforms. Users can share proposals, contracts, change orders, drawings, cut sheets, user manuals and other client-facing documents via the web. To review, comment, and accept (or reject) the documents presented, clients simply click on the e-mailed link and login to a secure web portal. This new web-enabled, device-agnostic capability expedites client communication and approvals, to keep projects moving forward and ensure that timelines and budgets are met. “Our latest release includes many efficiency-minded enhancements, two of which I am particularly excited about—the new Customer...

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