D-Tools has announced significant updates to its D-Tools Cloud platform. D-Tools has extended the capabilities of its web-based software to include a comprehensive service management suite, which enables recurring revenue opportunities for system integrators through the creation, sale, and management of service plans. 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 expediently document problems found and actions taken, track their time, and complete the service call or indicate next steps, right 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,” says 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 the D-Tools Cloud provides our users with the tools they need to succeed with their clients over the long run.”

D-Tools Cloud is a robust, yet user-friendly multi-OS, web-based SaaS solution that is easily implemented and accessed from any web-enabled device. This innovative platform offers a wide range of 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. With the addition of a comprehensive service module, D-Tools Cloud fulfills its original objective of providing a complete end-to-end SaaS solution for system integrators.

D-Tools Cloud Service Management Suite capabilities include:

• Service plans and agreements: easily create service plans and manage service agreements, automate recurring tasks, monitor service call progress, and communicate with clients. Proactively manage service obligations, enhance project tracking, and improve client communication.

• Service call management: streamline communication and improve customer service; easily log, track, and manage customer calls. Document call details, assign team members, set reminders, and track call status to facilitate proactive customer support and effective call resolution.

• Resource scheduling: efficiently manage and schedule resources, including technicians, equipment, and vehicles. Assign resources to projects, track availability, schedule tasks, and manage conflicts.

• Request and collect payment: quickly request and collect payments from clients with just a few clicks. Create and send payment requests and seamlessly integrate with payment systems for efficient and hassle-free payment collection.

To learn how to leverage the service management capabilities of D-Tools Cloud, system integrators are invited to join D-Tools for an informative series of webinars. The series starts 25 April with ‘Build Recurring Revenue with Service Plans,’ featuring Martin Roseman from the MC Group.

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