10925 David Taylor Drive
Suite 100
Charlotte, NC 28262-1044
704-944-5514 Voice
704-944-3101 Fax

 


The D-Tools application was originally designed to prepare accurate and profitable proposals and this is still one of the strongest reasons for a dealer to use the software. A System Designer who is comfortable with a PC can quickly grasp the basics of using the Data Matrix and how to add equipment and packages into their proposal quickly.

Once again, the Master Table plays an important role at this level and the training covers the many ways of creating and accessing the data needed in order to prepare accurate quotes. Once a proposal is completed, the dealer needs to be able to verify that the job is profitable and can be accomplished using the resources available to them.

fast trak training covers the basic management reports contained in D-Tools will allow the System Designer to check detailed cost and labor hours required to complete the project and knowing that the job will be profitable before submitting the quote to the client. When the proposal is ready for presentation, D-Tools Si 3.0 includes a wide range of Client Reports that can be prepared to present the proposal to the client in many different formats. In addition, these reports can be exported to other applications so that a dealer can add graphics or other elements to make their proposal stand out from the crowd.

D-Tools can link to other MS Office applications and the fast trak program covers these powerful tools and prepares the System Designer to make accurate proposals in less time with increased margins. Often, both the Entry Level and Designer Level can be completed in one day, saving the dealer additional time in the implementation of D-Tools Si 3.0.