One of the main strengths of D-Tools Cloud is some of the advanced functionality you can use when quoting to make yourself more efficient and get the most out of your D-Tools Cloud subscription. Starting from most basic, to down the list of advanced features, you will find a high level overview with links to more details.
Add and View by Locations and Systems
Locations and systems is how you and your customer will view the products. Create locations and sub-locations to help group your products for organization and ease of consumption for your customers.
You can group by location, by system, by location then system, or system then location. This gives the flexibility to show the quote in different ways and to your preference. Access this in the upper right menu of the items in the quote.
Location and System Descriptions:
Give detailed descriptions for each location or description. These descriptions will show up in the proposal when presented. This takes a little extra time, but can really help make your customer feel comfortable and help differentiate your company. Type just below the location or system title. You can also set up default locations.
This is maybe the most important part of the software, adding products to a quote. You will see a search bar above the list of items (or empty list) where you can search for products from the D-Tools library or items you have created. After searching you can add one or many products to the below location, or add to multiple locations at once. Don't see the product you're looking for, create a new product in the bottom right or even import a list of products.
Connect to Supplier Provided Pricing
D-Tools Cloud has a full team and dozens of i3 Supplier Partners dedicated to provide its users pricing. The whole goal is D-Tools users will never have to worry about keeping their costs and MSRP updated, this will be done by data and pricing provided from the suppliers. Connect to your suppliers from the settings where you can unlock your pricing, and take advantage of your pricing from supplier. Here is the list of current suppliers we have pricing for, don't see the supplier you work with, request it here, be sure to vote so you are alerted when the pricing is available.
Configure labor and service items
There is two ways to use labor.
- The first way is the more simplistic way of entering in a labor line item. This is popular for smaller projects where it is easier to estimate labor. You do this with Service items. Create a service item in the catalog, or by clicking the New Item in the search menu. Add multiple labor types or just one to a service, and set a time amount for that service item. You can always edit the service for each line item.
- Set up labor on each product (use category rules) so when you add a product, it will have a designated labor amount for that product added to the quote, so you don't have to think about it. This makes it much easier on larger projects where it can be hard to calculate this all in your head.
Don't forget to setup you labor types in the catalog. Examples might be Prewire Install, Programing, QA, etc.
Packages are similar to folders. If you find yourself adding the same products over and over to quotes, then create a package of these items. When quoting, you can add all the items with one line item that will still show separately in the proposal. Super efficient! You can do this by selecting multiple items in a quote and create package, or create from the catalog. Below is a Sonos Home Theater Package.
Accessories can save you TONS of time and prevent headaches later. You can add accessories to products so when you add the product, it will bring in that accessory product too. An example would be when you bring in an in-ceiling speaker, you can add an in-ceiling speaker bracket, speaker case, speaker wire, and/or speaker wire. Spending the time to set these up will pay large dividends in the future. Add accessories from the product side bar within the quote.
A visual approach to designing your quote, use whiteboards. Upload a floor plan (or any image/pdf) and mark it up by drawing locations, dragging in products, draw, and add text. A more visual quoting experience you can do live infront of your customers or back at the office. Getting started with whiteboards
Take advantage of the report in the quote to see things like your product vs labor breakdown, margins across categories, systems and locations, actual vs. budgeted, add adjustments, and set up taxes.
Set up the taxes for your quote so you can clearly communicate to the user, as well as accurately calculate your taxes. Do so from the quote settings and setting up the product and labor taxes. More about taxes
Add adjustments on your project so you can give family & friends discounts or up-charge for doing work in the city.
Timeline - Notes and Tasks
Keep on top of your opportunities, quotes, and projects by using notes and tasks. @mention your team mates, leave important notes to not be forgotten, and assign tasks with due dates, assignees, and notes.