D-Tools System Integrator (SI) users can now generate project scope and budget in real-time and gain customer approval right in the initial client meeting
CONCORD, CA — Revised December 12, 2017 — D-Tools, Inc. the worldwide leader in system integration software, today announced the release of Mobile Quote 2.0, a native iPad® companion app for the D-Tools System Integrator (SI) platform. Redesigned for a more intuitive, expedient, and visually impactful experience, Mobile Quote 2.0 makes it easy for industry salespeople to seamlessly generate a project scope and pricing estimate for client review and approval during the initial client meeting. The data collected is then instantaneously transferred into D-Tools SI for further design development and project management, eliminating the need to transfer handwritten notes into instructions for system designers just to have that same data re-entered into a D-Tools proposal.
“Simply stated, Mobile Quote 2.0 shortens the sales cycle, cuts the proposal creation time in half, reduces the likelihood of multiple proposal revisions, and eliminates the competition by having the client sign off on a scope and budget, and even pay a design retainer, in the very first client meeting,” says Randy Stearns, CEO of D-Tools. “Ultimately, the goal of Mobile Quote 2.0 is to drastically improve the sales success rate and production capacity of salespeople, while at the same time increasing the throughput for system designers.”
The flexibility of Mobile Quote 2.0 enables industry salespeople to be as general or specific as they desire. If the objective is to quickly capture what device types are required in which rooms and get a ballpark price, the iPad app can simply pull a price allowance from the list of items in the appropriate sub-category in the D-Tools product catalog based on a global or item-specific good/better/best selection. On the other hand, if a more precise design and pricing is required, Mobile Quote 2.0 leverages project templates and packages from the D-Tools’ product catalog to complete an accurate system design and price, by room and by system, in literally minutes. If details regarding item placement, product preferences, owner furnished equipment, and the like are desired, the app enables the entry of room notes, system notes, item notes and even images snapped right from the iPad. Users can also make pricing and labor adjustments on the fly.
For system integrators that collect a design retainer, Mobile Quote 2.0 has a built-in design retainer calculator based on a percentage of the estimated contract total, a dollar amount per square foot, or a designated fixed amount. Not only that, the app requests client approval via e-signature and allows D-Tools customers to collect the design retainer, or even contract deposit, on the spot using their preferred mobile payments solution (i.e. Square). Collecting a design retainer up front instantly locks out the competition and, importantly, compensates system integrators for their design efforts during the sales process, a cost often borne by the system integrator as a sales expense.
Lastly, Mobile Quote 2.0 supports iOS gesture controls and input methodologies—swipe left to delete a room or system, drag to reorder items, and even take advantage of talk-to-text functionality to enter the scope of work or room notes.
Mobile Quote 2.0 is available for download via the Apple app store hereand can be installed for free. However, every customer must purchase Mobile Quote 2.0 licenses in order to fully use Mobile Quote. Device licenses are priced at $25.00 per iPad device per month, and available exclusively via the SI 2017 application. For more information on purchasing Mobile Quote 2.0, please click here.
Additional information on the D-Tools SI platform can be obtained by signing up for a free personal tour by visiting http://d-tools.com/
About D-Tools, Inc.
D-Tools, Inc., founded in 1998 and based in Concord, California, is a worldwide leader in accessible, highly accurate system design and documentation software platform. The company’s flagship product, System Integrator™ (SI), is a robust solution that utilizes Autodesk® AutoCAD and Microsoft® Visio to facilitate comprehensive system design, documentation and project management. D-Tools enables residential and commercial integrators to streamline business processes and increase revenues while reducing the time and cost associated with the installation and integration of low voltage electronic systems. More than 5,500 leading companies in 87 countries currently use the award-winning D-Tools platform to reduce time, costs and to streamline the system integration process. Product updates and related information can be obtained by following D-Tools on Twitter, Facebook, and LinkedIn.