D-Tools updates Cloud SaaS platform for system integrators

D-Tools has announced significant updates to the D-Tools Cloud platform, extending its capabilities to include a comprehensive service management suite, enabling recurring revenue opportunities for system integrators through the creation, sale, and management of service plans.

Within the web-based software, service plans can be designed in advance and presented as an option on any project proposal.

Invoicing and payment collection are seamless within the D-Tools Cloud environment. Whether issued against a service agreement or as a one-off service call, service orders empower users to effectively schedule resources and assign tasks. Service technicians can document problems found and actions taken, track their time, and complete the service call or indicate next steps, all from a mobile device.

“Most system integrators would agree that keeping clients happy and coming back for more is critical to their sustainability as a business and long-term success,” said Randy Stearns, D-Tools CEO. “By offering service plans, system integrators build stronger relationships, foster loyalty, and generate recurring revenue streams. The new service management suite of features in D-Tools Cloud provides our users the tools they need to succeed with their clients over the long run.”

 D-Tools Cloud is a robust and user-friendly multi-OS, web-based SaaS solution that is easily implemented and accessed from any web-enabled device. The platform offers various features, including sales pipeline management, intuitive visual quoting, multimedia proposals with e-sign and payment collection capabilities, change orders, product procurement using supplier-authorised dealer-specific pricing, as well as scheduling, time tracking, and task management.

The addition of a comprehensive service module ensures the platform is fulfilling its objective of providing a complete end-to-end SaaS solution for system integrators.

The new service management suite capabilities allow integrators to easily create service plans and manage service agreements, automate recurring tasks, monitor service call progress, and communicate with clients. They can also proactively manage service obligations, enhance project tracking, and improve client communication.

Streamlining communication and improving customer service, the new service management suite enables service call management, allowing integrators to log, track and manage their customer calls. The suite can document call details, assign team members, set reminders, and track call status to facilitate proactive customer support and effective call resolution.

Integrators can now also efficiently manage and schedule resources, including technicians, equipment, and vehicles, as well as assign resources to projects, track availability, schedule tasks, and manage conflicts.

Finally, the new suite enables quick requesting and collection of payments from clients with just a few clicks. Users can create and send payment requests and seamlessly integrate with payment systems for efficient and hassle-free payment collection.

A series of webinars, starting on 25 April, has been created for system integrators to learn how to leverage the service management capabilities of D-Tools Cloud, kicking off with “Build Recurring Revenue with Service Plans”, featuring Martin Roseman from the MC Group. Registration is now open.

Article Categories

Most Viewed