D-Tools Debuts Transformative D-Tools Payments Solution for D-Tools Cloud

D-Tools Payments is a secure, fully embedded payment solution that offers a seamless and elegant user experience, transparent transaction fees, expedient ACH payment processing, and detailed financial reporting, all within the day-to-day workflow of D-Tools Cloud.

August 14, 2024 — D-Tools, the leading provider of core business management software catering to the needs of the systems integration market for over 25 years, introduced D-Tools Payments, a groundbreaking payments solution for D-Tools Cloud that will transform integrators’ payment processes. D-Tools Payments is a secure, fully embedded solution designed to streamline payment processing directly within the D-Tools Cloud environment.

D-Tools Payments enhances an integrator’s workflow with a seamless, secure, and fully compliant payment system. It features an intuitive and expedient onboarding and underwriting process, transparent transaction fees, and faster time-to-cash for ACH payments. Embedded financial reporting makes it easy to reconcile payment transactions and cash deposits.

“Invoicing and collecting payments is a foundational component of any integrator’s business that is often deprioritized and can be challenging to manage,” said Randy Stearns, CEO of D-Tools. “D-Tools Payments makes it easy for D-Tools Cloud users to simplify every aspect of payment processing – from payment request to bank deposit – without leaving the D-Tools Cloud environment. D-Tools Payments is designed to elegantly support project progress payments, one-time payments, and even automated recurring payments for service and monitoring agreements, all in a manner that is fast and efficient for both you and your clients.”

Key Features of D-Tools Payments

• ​Intuitive and straightforward onboarding and underwriting process, enabling integrators to start processing transactions quickly without typical red tape, complexities, or delays.
• ​Automated issuance and collection of recurring invoices.
• ​Complete and clean integration with Quickbooks and other accounting solutions.
• ​Instant in-app notifications alert merchants to potential issues and provide actionable guidance for quick resolution.
• ​Embedded financial reporting provides payment status and helps integrators better manage the payment lifecycle from invoice to bank deposit within a unified D-Tools Cloud experience.
• ​Transparent credit card and ACH transaction fees.
• ​Quick access to funds when ACH payments are taken.
• ​Advanced encryption and robust security protocols to ensure every transaction is protected.

Integrator Testimonials

Access to D-Tools Payments is available at no cost to current and new U.S.-based D-Tools Cloud subscribers. Integration firms that have adopted D-Tools Payments report overwhelmingly positive experiences.

Blake Turner, owner of Turner’s Audio Video in South Mills, N.C., says:

"The D-Tools Payment Processing has been a gamechanger for me and my business. Integrating payments directly into proposals has saved me time, and having one seamless experience for the customer has increased the quote acceptance as well. I would like to thank the D-Tools team as well… they have been there every step of the way to ensure the beta testing has gone without a hitch! I truly recommend this to any other companies looking for a new way to take payments!"

Mosey Levy, owner at Backstage AV with locations in New York and New Jersey, says:

“D-Tools new natively built-in payment system has been amazing for us! We’ve long used D-Tools for keeping track of project payment status, but now we are able to request a payment from a client and have them pay online without any hassle. We found that it’s been significantly easier for our clients to make payments this way, and we have fewer of our clients requesting to just send us a wire or a check. For us, having everything in the D-Tools’ system makes our lives easier. One less website to check… the more that we can do inside D-Tools, the better for us.”

Bryce Morrow of Area 51 Audio Engineering and Consulting in Tucson, Ariz., adds:

“The payment tool offers an intuitive experience for managing transactions, making it a breeze for us to handle billing and payments efficiently. Its user-friendly interface and feature-set have enhanced our productivity.”

Todd Forgan, owner of Modern Media based in Southlake, Texas, says:

"D-Tools Payments completely helps us streamline and collect customer payments more efficiently and accurately."

Integrators can find out more about D-Tools Payments by registering for a special D-Tools Payment webinar on Tuesday, August 20 at 1:00 p.m. Eastern. The one-hour educational webcast will include a Q&A session with the D-Tools Cloud product team.

D-Tools Cloud End-to-End Capabilities Grow

D-Tools Payments joins an array of new capabilities made to D-Tools Cloud, which now includes:

• ​Service management
• ​Project management
• ​Intelligent visual quoting
• ​Interactive system design
• ​Change order handling
• ​Sales pipeline and CRM administration
• ​Multimedia proposals with e-sign and payment collection capabilities
• ​In-the-field estimating
• ​Product procurement using supplier-authorized integrator-specific pricing
• ​Scheduling, time tracking, and task management

D-Tools Payments is ideal for integrators with clients on service or monitoring agreements that require monthly, quarterly, or annual invoicing. It enables integrators to accelerate their cash flow by automating collection of recurring invoices. Integrators will spend less time on manual processes, like invoicing and bank deposits, and more time growing their business, secure in the knowledge that payments are handled timely, accurately, and automatically.

To find out more about D-Tools Payments, visit d-tools.com/d-tools-payments. D-Tools will be showcasing D-Tools Payments at CEDIA Expo 2024 in booth 2724 in Denver from Sept. 5-7.