Platform
Cloud-native (web + mobile)
Cloud (web + mobile). System Integrator is separate and on-premises. Merged with Portal.io in August 2026.
Mobile app
iOS and Android. Works offline: clock in, notes, photos and expenses without signal, synced when it returns.
iOS and Android, with offline mode
Proposals
Bob the AI writes the whole proposal and you edit it on the page. E-signatures, optional upgrades with live totals, Stripe and QuickBooks payment links. Analytics show opens, reading time and which sections held attention. Auto Labour prices the labour from the product list.
Multimedia proposals and QuickQuote, e-signatures, D-Tools Payments
Product database
1 million+ products with live supplier pricing, including Habitech trade pricing in the UK and ADI, Savant and Blackwire dealer pricing in the US
1.6 million products with dealer-specific pricing
CRM
Full CRM with pipeline management, lead scoring, email sync
Client and contact management, opportunity pipeline, engagement tracking
Email & calendar integration
Native Gmail, Outlook, and calendar sync. Create customers, projects, work orders and invoices straight from email. Any other mailbox connects over SMTP and IMAP.
Two-way Gmail or Outlook inbox sync not listed on D-Tools' published pages. Read-only calendar feeds and optional customer SMS.
Project management
Work orders, a Dispatch board for your crews, scheduling, task templates, notes with @mentions, change orders with digital sign-off, mobile updates
Change orders, task management, resource scheduling, field dispatch, budget vs actual
Time tracking
Mobile and desktop, with breaks, a live lock-screen timer and offline clock-in
Yes, mobile and desktop
Inventory management
Included on every plan, at no extra cost.
Included on all plans. Quantity-based pools plus per-unit asset tracking with serial numbers and QR labels.
Service management
Via customer portal and work orders, with service call, maintenance and warranty job types
Dedicated module on all plans. Service plans, scheduling, and service payments.
System design / drawings
Automated cable schedules, network maps, basic floor plan editor
Visual quoting, image markup, wire path mapping with per-foot costing, and Interconnect Diagrams, all in Cloud.
Website builder
SEO-ready website and blogs included
Not available
Social media management
Echo social media, SEO, and blogs included
Not available
Marketing automation
Managed marketing services available for existing customers
Not available
Customer portal
Yes: invoices, change orders, service booking, project visibility
Limited: clients view, comment on, sign and pay proposals and change orders. Project view and service booking not listed.
Extended warranty
SureBright extended warranty options included
Tracks extended warranty cover per asset. Selling warranties not listed on D-Tools' published pages.
FINANCIALS & INTEGRATIONS
Invoicing
Built-in, from the job or standalone with catalogue products. Request for Payment with reusable schedule templates. QuickBooks, Xero, Stripe and QuickBooks payment links included.
Built-in. QuickBooks or Xero sync is $50/mo extra at every tier.
Integrations
QuickBooks, Xero, Stripe, QuickBooks payment links (included)
QuickBooks Online and Desktop, Xero ($50/mo). Also D-Tools Payments, Stripe, Salesforce, HubSpot, Google contacts, ModusVR, API.
AI features
Bob the AI, email intelligence, content generation, product search
Ask D-Tools AI assistant in Cloud at no extra cost, plus AI scopes of work. Quote Assist in early access.
Starting price
From £119 /mo1 office + 2 field users, all features included
From ~£79 /month1 office + 1 field user. D-Tools publish in USD; converted for comparison.
Support
Included on all plans, unlimited ongoing training
Gold Support $10 to $100+/mo extra depending on tier
Onboarding
One-time fee set by plan, Year 1 only
$250-$2,500 one-time depending on plan
Free trial
14 days
30 days (45 through a partner offer)
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.
D-Tools features and pricing verified against their own published pages on 3 November 2026.