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We've been busy. A lot of what you'll see below started as your ideas and your support tickets - here's where it landed. Browse everything that shipped this year, including a few releases we're especially excited about. 🦄
Price and cost change history per product
Catalog products now include an Activity view showing a complete history of price and cost changes for each product — what changed, when it changed, who or what triggered the update, and which fulfillment location it applied to. This makes pricing questions faster to resolve and improves confidence in your product data.
Discontinued by Manufacturer label
The "Discontinued" label in the D-Tools catalog now reads "Discontinued by Manufacturer," with a tooltip explaining that the product has been discontinued from the manufacturer's catalog but may still be available through distribution or other channels. Your ability to mark products discontinued in your own catalog is unchanged.
Account history tab
Accounts now have a History tab on the Edit Account page for tracking interactions and communications. Each entry records the date and time the interaction took place, which member of your team is responsible, and what happened, and you can classify entries using your own list of history types.
Account and primary contact name syncing
Individual account names and primary contact names no longer stay linked once you intentionally make them different. When the two names still match and you edit the primary contact, you are asked whether to keep the account and contact in sync or save them separately.
New York City borough excluded from address line 2
Selecting a New York City address suggestion no longer fills address line 2 with the borough. Address line 1, city, state, and ZIP still populate normally, so there is no borough text to clear on every NYC address.
Configurable invalid-address handling on accounts
Because taxes are calculated from the address, an incomplete or invalid address can produce wrong or missing tax that is not caught until it appears on a proposal or invoice. Administrators can now choose from CRM Settings how strictly the Add Account, Add Account Address, and Edit Account Address pages enforce a valid address: leave the check off, warn and require confirmation before saving, or stop the save until the address is corrected.
History Types configuration page
Settings now includes a History Types page where administrators manage the master list of account interaction types. You can add, edit, and retire types in one place, while shipped defaults remain protected and types already in use cannot be deleted.
Last Contact column and filter on accounts
Account lists now support a Last Contact column and a matching Last Contact filter. You can see the most recent history entry date directly in the grid, sort by it, and filter accounts by contact date or by accounts that have never been contacted.
Country prefilled on additional account addresses
Adding another address to an account now prefills the country. If the account's existing addresses all share one country, that country is filled in automatically; if they span multiple countries — or the account has none to go on — the page falls back to your CRM default country setting. You can still change the value before saving.
Default country for new accounts
CRM Settings now includes a default country setting that prefills the country on the Add Account page, using either your company's own country or a specific country you choose. Existing behavior is preserved unless you opt in.
Date-range presets for Next To Do filters
The Next To Do filter on Accounts and Opportunities now uses date-range presets that match follow-up planning — this week, next week, and upcoming month or quarter ranges — plus an option to show records with no scheduled open to-do, so you can quickly find what needs doing, what has slipped, and what is coming next.
Add, edit, and delete account history entries
Authorized users can now add, edit, and delete account history entries directly from the History tab. The form defaults key fields like date, time, and salesperson to speed up logging, and save actions can immediately open a new history entry or a follow-up to-do.
Items view from package and tag tooltips
You can now open an Items view directly from package and tag tooltips in Opportunity Quote plan view, letting you inspect included items, thumbnails, and quantities without leaving the canvas. Packages and tags that have no items are clearly indicated.
Project-level Engineering IDs for items, wires, and cables
You can now configure project-level Engineering IDs for items and for wires and cables separately from Inventory IDs. Items receive stable, human-readable IDs when added, and wires can be renumbered with a preview so updated IDs flow through drawings, labels, reports, and exports.
Tooltip field visibility controls
You can now choose which fields and icons appear in plan view tooltips from Toolbar Settings. Your tooltip layout preferences are saved to your user profile and applied across sessions, so you can reduce clutter and keep only the details you use.
Hide and show items, packages, and tags in plan view
You can now hide individual items, packages, and tags from a plan view directly from their tooltip without removing them from the BOM. Hidden elements can be restored from the BOM panel and return to their previous placement on the canvas.
Location and sub-location tagging
You can now create structured location and sub-location tags on drawings and associate items directly with them. Tags support default shapes for locations, doors, and windows, show item counts on hover, and group tagged items in exports and BOM outputs.
Index page creation in Documents View
You can now create an Index Page from the New Drawing flow and edit it in Documents View. The page starts with a centered index table, lets you choose which columns and documents to include, and saves as its own drawing type in Drawing Manager.
Drawing Number field in the New Drawing flow
The New Drawing flow now includes a dedicated Drawing Number field instead of requiring you to work that number into the title later. Drawing numbers can also be surfaced in title blocks and now appear as the first column in drawing index outputs.
Item Legend text size controls
Item Legend text no longer scales with canvas zoom, so it stays readable and consistent while you work. You can adjust legend text size with simple controls in the legend header, and your chosen size remains in effect until you change it again.
Item Info text size control in Plan View
Plan View now lets you control Item Info text size from Settings, and labels stay at that size even when you zoom in or out. Your chosen size updates all item labels immediately and is saved with the plan when you reopen it later.
Drawing number and type icons in Drawing Manager
Drawing Manager now shows a dedicated Number column so you can identify drawings by number directly in the list. Drawing types are also shown with icons in the list and preview panel, giving you a faster visual way to confirm both number and type.
Item information callout controls
Plan View item information can now hide the callout line from Toolbar Settings, and new plans default to callouts being off. Item info blocks also use tighter spacing and reduced padding, so labels sit closer to icons and take up less room on dense plans.
Structured item tooltips with floating legends
Plan view item tooltips now use a more structured layout with clearer metadata and a consistent action area. Packages, pairs, and tags can expand to show contained items and be pinned as floating legends, and tooltip field visibility remains configurable per user.
Duplicate and New Version drawing numbering
Duplicate and New Version now handle drawing numbers and revision history differently, so each workflow is clearer. A duplicate starts as a new independent drawing with a blank number and fresh revision history, while New Version keeps the same drawing number and continues the existing revision chain.
Single sign-on with your identity provider
D-Tools Cloud now supports signing in through your company's own identity provider, so you can centralize identity instead of managing separate D-Tools credentials. Per-tenant configuration covers domain verification, enforcement modes, just-in-time provisioning, and audit logging. This first phase delivers Microsoft Entra ID support, and tenants that do not enable SSO continue using D-Tools-managed usernames and passwords.
Permission search on users and user groups
Edit User and Edit User Group now include a search box in the Permissions area to make it easier to find the permission you are looking for. As you type, the list narrows to matching permission names while keeping the relevant section headings visible for context.
Ask D-Tools AI assistant
Ask D-Tools is your built-in AI assistant, right inside D-Tools Cloud. Ask questions about your business in plain language and get instant answers, get help using the product without leaving what you are working on, and move faster on real work by building and refining quotes, surveys, and proposals just by describing what you want. Ask D-Tools understands the context you are in, so when you are on a quote or a survey it is ready to help with exactly that, and you can type or simply talk to it. Administrators control who has access and can keep an eye on usage across the team.
Search filter on the Settings page
A search box has been added to the Settings page to make it easier to find the option you are looking for.
MCP server for outside AI assistants
The D-Tools Cloud MCP Server exposes Ask D-Tools to outside AI assistants. A dealer adds D-Tools as a connector in Claude or ChatGPT, signs in with their normal D-Tools credentials over OAuth, and can then ask questions about their own accounts, opportunities, quotes, and project health from inside the assistant they already use — plus search the D-Tools Help Center with cited answers. It is read-only by design and runs inside D-Tools Cloud's existing authentication and tenant boundary, so no API key is issued and no data leaves the customer's own account scope. Access is opt-in per user, controlled by the account admin in Settings → Ask D-Tools access, and metered against the account's monthly Ask D-Tools budget.
More usable fields on asset QR labels
Asset QR labels no longer force a company-name title line, giving you an extra usable field slot on every label template. You can now choose fields such as Model, Brand, Part Number, Description, Tracking Number, and My Company Name from the normal label field list, with no change to QR or barcode behavior.
Product and category warranty defaults
You can now set default warranty coverage at the product and category level for asset-tracked inventory. Adding warranty coverage to an asset prefills from those defaults, with product defaults taking precedence over category defaults, and you can still edit the coverage before saving. Existing coverage never changes when defaults change.
Bulk-apply warranty coverage to existing assets
You can now apply warranty coverage to multiple existing asset records in one action from a product's Assets tab. Each selected asset receives its own independent warranty records, with dates resolved from that asset's own timing.
Warranty documents on assets
You can now attach warranty certificates, receipts, and terms documents directly to a warranty coverage layer on an asset for faster access during service and claims. Attached documents can be viewed, downloaded, and removed from the same coverage record, and those changes are tracked in audit history.
Warranty tracking for individual assets
Asset-tracked inventory now supports warranty records with multiple coverage layers on a single asset, so you can manage coverage at the individual-unit level instead of relying on spreadsheets or manual notes. Record manufacturer and extended warranties, track when coverage starts and ends based on that unit's actual lifecycle, and see coverage status, registration deadlines, and a timeline of overlapping or sequential coverage on the asset's Warranty tab.
QR labels on Avery label sheets
You can now print QR labels onto Avery 5160 and 5163 sheet templates from existing label-printing flows using standard office printers. Before printing, you can choose the starting position on the sheet so partially used label sheets can be reused instead of wasted.
Units or Pools prompt when enabling inventory tracking
When you first mark a product as inventory-tracked, you now choose whether it is tracked as Units or Pools instead of having that behavior assumed later. Check-in, receiving, and CSV import flows honor each product's recorded mode across inventory entry points.
Warranty coverage dashboard
You can now review warranty coverage across all asset-tracked inventory from a dedicated Warranty coverage page under Inventory. The page highlights expiring coverage and upcoming registration deadlines, supports filtering and summary counts, and lets you export the current view to CSV or Excel.
Asset and service plan cross-reference
Assets can now be linked to one or more service plans as a read-only reference on the Warranty tab. This shows which service plans also apply to an asset and lets you jump directly to those plan records, while keeping service plans separate from manufacturer and extended warranty tracking.
Open Box and Missing Parts asset conditions
Asset condition now includes Open Box and Missing Parts, and the full condition list is ordered more clearly from best to worst. Condition colors also appear consistently in the condition picker and in project and service allocation pickers, making it easier to spot asset quality before assigning equipment.
Account as a QR asset label field
QR asset labels now offer Account as a selectable field, using the same project account shown elsewhere in the app. You can add, remove, and reorder it like other label fields, and it stays blank for unallocated assets.
Clearer inventory checkout threshold
New accounts now default the inventory checkout trigger to Installed, and desktop inventory surfaces explain more clearly that the selected status works as a threshold. Settings, item status dropdowns, and bulk status changes now show which stages will check items out based on the current trigger.
Warranty snapshot in the inventory export
The per-asset inventory export now includes a rolled-up warranty snapshot for each asset. You can see overall warranty status, number of warranties, current coverage, and covered-through date while keeping the export to one row per asset.
Auto-checkout defaults to Installed
New accounts now default the inventory auto-checkout trigger to Installed instead of Picked, so inventory is removed from stock later in the workflow by default. Existing accounts keep their current setting unchanged.
Deposit indication on quotes
Quotes now show a clearer indication when a deposit or payment has already been collected. A message block on the Edit Quote page links directly to the payment schedule when money is already present, and an indicator has been added to the quotes section on Edit Opportunity.
PDF download defaults on proposal templates
Proposal templates can now store default PDF download settings, so proposals inherit those choices automatically. Template defaults are applied when you create a proposal, refresh it from the latest template, or switch it to another template.
Proposal fonts and theme colors in rich text
Text entered through proposal rich-text editors now follows the selected proposal font and theme colors more consistently, across both proposal and template content. Hyperlink colors follow the Link Text setting, and matching body text updates when the Body Text color changes.
Assigned Engineer on opportunities
Opportunities now include a dedicated Engineer field alongside Salesperson, so you can record who is engineering each deal. Set it during create and edit flows, then filter, sort, export, and query opportunities by Engineer while changes are tracked in activity history.
Configurable invalid-address handling on new opportunities
Accurate tax calculation depends on a complete, valid address on the opportunity, so the tax and address warning in the project-based New Opportunity flow is now easier to see. Administrators can choose how the flow handles an invalid address: warn the user, warn and require confirmation before continuing, or block creation until the address is corrected.
Copy internal link removed from proposals
The Copy internal link action has been removed from the proposal editor. The link was meant for internal use but was easy to send to a client by mistake, so removing it keeps internal links inside your team. Existing internal links still resolve as before, and client-facing proposal sharing is unaffected.
Larger Terms and Conditions limit
The Terms and Conditions field on proposals and proposal templates now supports a much larger character limit, giving you room to store fuller legal text without needing to shorten or split it.
Accounting V2 QuickBooks Online foundation
Accounting V2 now includes the provider abstraction and sandbox QuickBooks Online connection that underpin real-time sync. Sandbox QBO connections can complete authorization at the tenant level, and inbound webhook handling verifies signatures and rejects duplicate or replayed events.
Improved D-Tools Payments enrollment
The D-Tools Payments enrollment experience now includes clearer information about pricing, funding timelines, benefits, onboarding resources, and FAQs before you apply. You can also start or resume an application from Settings, Payment Schedule, and invoice creation, with status-aware guidance along the way.
Redesigned D-Tools Payments settings
The D-Tools Payments Settings page, Payment Schedule, and invoice creation now use a more consistent and scalable payment-method layout, making it simpler to review transaction fees, configure payment methods, and manage notifications in one place. ACH and Plaid ACH stay synchronized when reordered, and Sandbox users now access Simulate Deposit from Billing > Deposits.
Enhanced controls on payment reports
Payment, deposit, and chargeback reports now support enhanced centralized report controls. Sorting, filtering, refreshing, exporting, and timezone management appear in a consistent controls area above each report table, so you can narrow results and export the data you need faster.
Accelerated ACH rate updates automatically
The Bank Transfer fee shown in D-Tools Payments Settings now updates dynamically based on whether Accelerated ACH Deposits are enabled, keeping the displayed ACH rate and fee-cap language aligned with your account's current configuration.
Dashes and spaces in Tax ID fields
Tax ID 1 and Tax ID 2 on the Company Profile page now accept broader formatting, including dashes and spaces, so you can store tax IDs in the form you actually use and have them display correctly in custom reports.
Assigned Engineer on projects
Projects now include an Assigned Engineer field that you can view and update alongside Salesperson and Project Manager. You can also filter, sort, and export projects by Engineer, and engineer changes are recorded in project activity, so engineering ownership stays visible once a job moves into delivery.
Separate external and internal change order numbering
You can now configure separate change order prefixes and starting numbers for external and internal change orders, so clients see a deliberate sequence on the documents you send them while internal adjustments run on their own track. Change order lists also include quick All, External, and Internal views plus summary metrics showing what is awaiting approval and what it is worth.
Lead technician and backup on projects
Projects can now designate one assigned resource as the lead technician and optionally another as backup, so schedulers and field staff know who is running the job and who steps in. These designations appear on the project team, can be changed or cleared, and support filtering and reporting by lead technician. Nothing changes for existing projects until you assign one.
Fulfillment location on the Sales Forecast report
The Sales Forecast report now offers Default Location as an optional column in the forecasted opportunities table. When enabled, it appears inline next to the existing columns so you can review each opportunity's fulfillment location without opening the record.
Catalog UOM pricing options
Catalog products now track a Purchase Unit separately from the Sell Unit, so supplier price updates no longer overwrite the product lengths you've set. Unit counts are visible in both dropdowns, and the Purchase Unit carries through to quotes and projects.
Import valid rows when a file has errors
Catalog Import now allows users to continue an import with only the valid rows selected when a file contains a mix of valid and invalid records. The review step also includes an update to prevent a dialog from covering and blocking the primary action controls.
Next To Do on accounts
Accounts now support a Next To Do field in grids along with a date filter to help teams find the earliest active to-do due date for each account. Related column ordering on the Accounts table has also been adjusted to place Mobile next to Phone and Type next to Name.
State names or abbreviations in address suggestions
A new CRM setting allows each customer to choose whether address suggestions use state abbreviations or full state names. When enabled, suggested addresses display and fill the abbreviated state value across supported address suggestion experiences.
Movable item callouts with configurable fields
Diagrams can now display configurable item information panels beneath each item, with support for fields such as Item ID, Manufacturer, Model, Location, and Comment Reference. Panels can be repositioned on the diagram, retain a visual callout when moved, and work alongside a left-side legend that shows full comment text by reference.
Drawing documentation custom fields
Drawing and document records now support dedicated documentation metadata fields including Drawing Number, Issue Date, Revision Number, Revision Date, Revision Description, and Version Number. These fields are available in the API, user interface, import and export flows, and related document generation features.
Automatic item legends for Plan View and Connection View
Plan View and Connection View diagrams now automatically generate an Item Legend when a new diagram is created. The legend lists unique items with their names, quantities, and associated icons or images, and it updates automatically as items are added, removed, renamed, or replaced.
Shift-key one-to-many connections
Connection diagrams now support Shift-key multi-selection to create one-to-many links from a single source item to multiple targets in one action. After the connections are created, selections clear automatically, and a new Refresh control is available to reload the diagram state.
Cable type and color-by-cable visualization
Drawings now support Cable Type as a configurable attribute for connections and catalog products. Administrators can define cable types and colors in settings, users can assign or inherit cable types on connections, and diagrams can optionally render connection colors by cable type instead of signal type.
Cover page creation with simplified document view
Users can now create Cover Page drawings from the Drawings area using a simplified Document View tailored to cover page editing. The cover page mode hides whiteboard-specific controls while keeping relevant tools such as image upload, title block selection, print, save, and close.
Automatic I/O assignment for BOM products
Products added to a BOM are now evaluated automatically for I/O assignment. Device products retain existing I/Os when present, pull I/O definitions from the D-Tools Product Library when available, and receive a default I/O when no source data exists.
Current user pinned in person dropdowns
Person-selection dropdowns now pin the current logged-in user at the top of the list for faster self-selection. The rest of the list remains in alphabetical order below a divider, and the same user still appears in its normal alphabetical position as well.
Inline asset editing on Project Item Status
The project Item Status and Scheduling screen now supports inline editing of asset metadata during the PO receive flow, allowing users to update fields such as serial numbers, locations, and other asset details without leaving the project page. The page also supports prefilled top-down allocation review, in-stock toggling, bulk warehouse location updates, exception notices, and permission-aware actions for checking in and allocating received assets.
Bulk actions on Project Manage Inventory
The Project Manage Inventory page now supports always-on inline editing for asset metadata, allowing users to update project assets directly from the project view at any time. The page also adds Print QR Labels, Bulk Edit, and Bulk Move actions, along with save behavior that reflects whether edits and allocations are being committed together.
Warehouse location labels and barcode scanning
Warehouse location labels can now be printed for all configured location nodes or for a selected location and its sub-locations. Scanning a location label can also be used in supported inventory workflows to auto-select the location and in the Scan menu to open a location-scoped bulk edit path.
Asset condition in CSV, bulk edit, and grids
Asset Condition is now supported in asset CSV import and export, bulk edit, and asset grid displays. Exports use the same condition labels shown in the UI, imports validate exact matches against supported values, and asset lists now show the existing condition badge and color styling.
Job Costing uses actual asset unit cost
Job Costing now uses the actual unit cost of allocated inventory assets when calculating actual product cost for asset-tracked items. This updated cost source applies consistently across the project Job Costing view, its CSV export, and the cross-project Job Cost Dashboard.
Print QR labels from Project Item Status
The project Item Status page in the PO receive workflow now includes top-navigation actions for Print QR Labels, Bulk Edit, and Bulk Move. Each action opens the existing bulk workflow pre-filtered to the assets currently displayed on the page.
Auto-filled project check-in for received assets
The project check-in flow for PO-received assets now auto-fills project allocation top-down based on the units in scope, so users can review and confirm pre-assigned allocations instead of building them manually. The confirm action now saves warehouse check-in, asset metadata, and project allocation together as a single atomic action, with support for check-in-only scenarios when no allocations remain.
Audit activity for removing stock items
Turning off inventory tracking for a product now creates an audit history entry. The log records the action along with the user and timestamp to improve traceability for stock item removal.
Proposal acceptance date on projects
Projects can now display the proposal acceptance date as a read-only Accepted On field. This surfaces the actual accepted proposal date on the project without changing Opportunity Won On or any reporting behavior tied to close dates.
Unlock quotes permission
A new Unlock quotes permission is now available in Opportunities permissions. Users without this access will see quote unlock actions disabled, and the same locked-state messaging is also surfaced on the Edit Proposal page.
Better pasting from Word
The shared rich text editor has been improved to better preserve formatting when pasting content from Word, Google Docs, and web sources. This update restores more of the original structure and styling for pasted headings, bold text, and lists.
Set Opportunity to Won permission
A new Set Opportunity to Won permission gives teams more control over who can convert opportunities into projects. Users without this permission will see won actions disabled across edit, list, and kanban experiences, with guidance explaining why the action is unavailable.
Expandable tax breakdown on quotes
Quote summary areas now support an expandable tax breakdown so users can review each applied tax individually. Expanded details show tax descriptions in alphabetical order along with the taxable amount and rate for the current quote context.
Opportunity won banner on quote and proposal editing
The Edit Quote and Edit Proposal pages now show the same opportunity won banner used on Edit Opportunity when a quote has been converted to a project. This adds clear context about the quote's locked state directly on those editing surfaces.
Next To Do on opportunities
Opportunities now support a Next To Do field and date filter across the main opportunities list and several related grids and dashboard tables. The field shows the earliest due date for an active to-do linked to the opportunity, helping teams prioritize follow-up work.
Updated default multimedia proposal template
The default multimedia proposal template has been updated to replace the existing Terms and Conditions paragraph section with a Terms and Conditions section. The must-agree option for that section is now turned off by default.
Require proposal review before presenting
Organizations can now require quote proposals to be reviewed before they can be presented or shared. The update adds a proposal review setting, a permission to mark proposals as reviewed, review history tracking, and sharing restrictions for proposals that are still marked as not reviewed.
New Opportunity Timeline filters
The Opportunity Timeline filter experience has been expanded to better separate opportunity-level and quote-level activity. The search area now opens expanded by default, and the Show filter includes new options to narrow the timeline to specific activity sources.
Payment schedules with dynamic calculations
Payment schedules now support dynamic calculation rules within each payment milestone, including fixed amounts and percentage-based calculations tied to products, labor, phases, systems, locations, categories, and adjustments. Payment totals automatically recalculate as quote values change, and these calculation rules can also be saved in payment schedule templates.
Bulk update invoice status
Invoice list views now support bulk status changes through the existing multi-select action menu. Users can select multiple invoices, choose a new status from the available status list, and update all selected invoices in a single action.
Salesperson filter on invoice views
Invoice list views now include a Salesperson filter across the Billing tab, Invoices tab, and Account invoice views. The filter works with existing search, sort, and filtering behavior to help users narrow invoice results to a single sales rep.
Payment Schedule tab and terminology updates
The quote experience now includes a dedicated Payment Schedule tab that centralizes payment milestones, allocation coverage, and deposit collection settings. The platform also updates user-facing terminology from Payment Terms to Payment Schedule for quote milestone and template workflows.
Minute-level time entry
Manual time entry now supports minute-level start and end times on both web and mobile forms. Saved entries, exports, and related displays preserve the exact times entered instead of rounding to 30-minute increments.
Expanded Job Costing CSV export
The Job Costing CSV export from within a project now includes the full set of by-phase columns shown in the table, including total cost actual, budgeted, variance, and percent variance fields. Exported files also now preserve zero values and 0% values instead of leaving those cells blank.
Change orders inherit auto-applied adjustments
Change orders now inherit auto-applied adjustment behavior so adjustment rules continue to apply when items are added to a change order. This ensures adjustment calculations carry forward into the change order workflow instead of being omitted.
Reassign time entries to a different project
Service time entries can now be reassigned to a different project from the edit form. Changing the project re-scopes the available project task and labor type selections, and saving moves the linked time and job-costing impact from the original project to the newly selected one.
Site city and state on service call cards
Service call cards and related list views now show the site city and state when that address information is available. This gives dispatchers a quicker way to understand service call location without opening each record individually.
Calendar feed URLs for scheduling
Scheduling now supports read-only calendar feed URLs that can be subscribed to from external calendar applications. Feeds are available for personal, company-wide, and per-project scopes, with unique URLs that can be revoked and regenerated.
Next on-site date on project cards
Project cards on the main Projects board can now show the next scheduled on-site date when one exists. The card displays the earliest upcoming on-site visit directly below the financial value line, giving users scheduling context at a glance.
Total Contract Value or Outstanding Balance on the Projects board
Organizations can now choose whether project cards and stage totals on the Projects board display Total Contract Value or Outstanding Balance. This setting is controlled at the organization level from Project Stages settings, and the board download follows the same active financial lens.
Ready to Order CSV export
The Ready to Order page now supports CSV export for the full filtered result set. Exports include project, supplier, quantity, cost, and item detail columns, and they honor the current filters and sort order used on the page.
Route received units to projects or stock
Receiving a purchase order in IAM mode now opens a routing hub that groups newly received units by destination project or stock. From this screen, users can jump directly into project-specific assignment flows or route non-project units into the existing stock check-in workflow.
Plain text presets for Note to Supplier
The Purchase Order Note to Supplier field now supports Plain Text Presets, allowing users to insert reusable saved notes directly into the field. Presets are shared across the account, can be managed from the field experience, and remain plain-text to match the downstream behavior of supplier-facing outputs.
Rich text editor for internal PO notes
The internal Notes field on Purchase Orders now uses the standard rich text editor. Users can format content, use the same editing tools available on other note and description fields, and continue to view previously saved plain-text notes without data loss.
Sales Forecast report updates
The Sales Forecast report has been updated with layout and data improvements across several gadgets. Enhancements include a new Lead Source gadget, updated Sales Projections visuals, a wider Forecasted Opportunities section, and a redesigned projected sales leaderboard.
Fulfillment Location filter on Sales Forecast and Results
Sales Forecast and Sales Results now include a Fulfillment Location filter. The filter supports multiple selections and helps teams narrow reporting results by fulfillment location values used on opportunities.
New Integrations filters have been added across supported project, invoice, purchase order, billing, and change order views. These filters let users quickly find records that are mapped or not mapped to QuickBooks Online or Xero based on the integrations enabled for the account.
Accelerated ACH Deposits can now be enabled in D-Tools Payments Settings to allow eligible ACH payments to be funded on a T+1 schedule. The feature includes account-level enablement controls, confirmation dialogs, and invoice badges that show whether accelerated ACH is active.
Paid invoices now display payment method details to non-D-Tools users for payments processed through D-Tools Payments. Digital invoices show a Payment Details section, while PDF invoices show the payment method beneath the invoice summary.
Invoice summary sections have been redesigned to show totals, payments, fees, refunds, and remaining balances more clearly across digital and PDF invoices. The updated layout consistently reflects convenience fees, ACH reject fees, refund placement, and balance due calculations for all supported invoice types.
Service call invoice PDF downloads now use the same naming convention as other invoice types. Files are downloaded using the account name and invoice number instead of the generic payments.pdf filename.
The catalog import review step now flags rows with missing Brand or Model values before import is committed. A new failure filter and inline warnings make these problem rows easy to identify, and import actions are updated so users do not proceed without addressing them.
Dealers in US territories can now see US-based suppliers in the supplier filtering flow. Territory names and codes are treated as US values so affected dealers gain access to the same supplier catalog visibility as other US-based accounts.
Lead source supplier registration flows now support broader supplier auto-authorization behavior across all supported authorization credential types. The registration prompt can now appear regardless of dealer country, and additional credential fields are supported for both immediate connections and approval requests.
The Accounts page now shows salesperson profile pictures in the Salesperson column when a profile image is available. If no profile picture exists, the existing initials display is still used.
Changing an account’s type now creates an activity log entry on the account. The activity message records both the previous and new account type values for easier auditing.
Users can now lock or unlock drawings and their associated bill of materials directly from the Drawing Manager. Locked drawings are clearly identified and remain protected from edits across refreshes and future sessions until they are unlocked by a user with permission.
A new Title Block Manager provides a centralized place to browse, preview, apply, edit, rename, duplicate, and delete title blocks from the diagram manager. The manager uses a two-panel layout with a title block list and live preview, making it easier to manage reusable drawing layouts.
A new Title Block Editor lets users create and edit title blocks for drawings using configurable paper sizes, grid layouts, mapped fields, and reusable content boxes. It also supports cover and index pages, field-driven auto-population, and direct application of title blocks within the drawing workflow.
The Title Block Editor now includes a dedicated canvas toolbar with controls for placing boxes, selecting objects, deleting content, refreshing the canvas, auto-fitting the layout, zooming, and locking the toolbar. These controls remain available within the editing workspace to streamline title block design.
Users can now create multiple wired connections between the same two devices without overwriting existing links. Each connection retains its own ports and cable metadata, and the interface displays them clearly so they can be reviewed, edited, and documented independently.
Title Block Manager is now also available from Settings under Drawing, giving users another centralized place to manage title blocks. From this view, users can create, iterate, edit, delete, share, and set default title blocks with changes propagating across supported drawing workflows.
Users can now create a Connection View from the Overview > Drawing area by selecting systems and locations to define the scope. The generated workspace filters the project data accordingly and provides a separate visualization surface for connecting AV and network devices.
A customizable Cover Page is now available in the drawing manager as a reusable first page for project documentation. Users can apply title blocks, edit mapped fields, and customize branding and layout content directly within the drawing workflow.
Proposal attachments can now open Plan View diagrams with the selected title block already applied. The proposal editing flow supports browsing quote and opportunity diagram assets, adding them as attachments, and reopening them in context with the saved title block selection.
Diagram exports for quote drawings now use a standardized filename format based on opportunity, quote, drawing type, drawing name, and timestamp. This naming is applied consistently across PDF and PNG export flows for all supported drawing types.
Diagrams now support a two-step connection workflow where users select one item and then a second item to create a link. After the connection is made, both items are automatically deselected and a Refresh control is available to reload the diagram state.
A new Webhook Delivery Log gives users visibility into webhook delivery activity for their account. It includes filtering, search, delivery detail views, summary statistics, and manual retry support for failed or dead-lettered deliveries.
Copying an internal link from externally shared areas now shows a confirmation prompt before proceeding. The message explains that the copied link requires a valid D-Tools Cloud user and directs users toward the share link option for external recipients.
A new Manage settings permission gives administrators control over which users can access the Settings area. Users without this permission no longer see Settings in navigation, cannot open bookmarked settings pages, and lose access to global-setting entry points while retaining access to personal profile settings.
Assets can now store a condition value, making it easier to track inventory states such as new, used, needs repair, or not functional. Condition is visible and filterable in asset lists, editable on the asset page with color-coded statuses, and changes are recorded in inventory activity history along with optional supporting images.
Pool-tracked products now open a dedicated inventory detail page variant that keeps the existing route and summary layout while replacing the assets table with a by-location quantity view. This gives users a product detail experience tailored to quantity-based inventory without changing the workflow for units-tracked products.
Pool-tracked products now support the existing Adjust Quantity workflow from the product detail page by location. Users can open the modal from a location row, update on-hand quantities across locations, apply an adjustment reason, and immediately refresh the detail page totals.
The Receive Inventory flow now supports mixed batches of pool-tracked and units-tracked products in the same session. Pool-tracked rows show quantity and location only, while units-tracked rows continue to support serial entry and QR-related workflows, with badges indicating each product’s tracking method.
Bulk Update Assets now supports selections that include both units-tracked and pool-tracked products. Units-tracked assets remain editable in bulk, while pool-tracked products are excluded with clear messaging and product lists that explain they are managed through quantity-based actions instead.
The inventory onboarding banner now counts only asset records for units-tracked products. It also filters banner counts to supported source types so pool-tracked products and unrelated asset records no longer appear in the onboarding prompt.
Changing a product’s tracking mode now checks for active allocations before allowing the update. If a product is reserved, checked out, or otherwise actively allocated, the change is blocked and the user is shown the related projects, service calls, or tasks that must be cleared first.
Tracking mode changes are now fully auditable at both the product and asset levels. Product activity history includes tracking mode change events, and asset activity now records created or archived actions when product mode changes generate or archive asset records.
Automatic inventory check-out on install status changes now branches by product tracking method. Units-tracked items continue to check out silently, while pool-tracked items open the existing quantity-and-location check-out modal so users can choose where inventory should be removed from.
The Check Out Items from Inventory dialog now includes per-row quick-allocation controls with minus, quantity, plus, and Fill or Clear actions. These controls help users allocate quantities faster while respecting each item’s remaining needed amount and each row’s available stock.
Products can now be configured individually to use Units or Pools tracking when IAM is enabled. The setting is available on the Stock Settings tab, persists independently of category after creation, and drives how asset records or pooled quantities are managed for that product.
Advanced Inventory CSV import and export now support mixed files containing both units-tracked and pool-tracked products. Exports include tracking mode information, and imports process each row according to the product’s current tracking method while validating pool-specific quantity and location requirements.
QR labels can now include a received date field. This allows received-date information to be surfaced directly on printed labels for supported inventory workflows.
A new Project Asset Pick List report can now be generated from the Project Item Status page. The printable PDF supports both inventory modes, respects the current page filters or selected rows, and provides location-based picking details for installers and warehouse teams.
Pool-tracked products now support the existing Move inventory workflow between locations from the product detail page. Users can launch the modal from a location row, move available quantity to another location, and refresh the by-location totals after saving.
The Check Out Items from Inventory dialog now includes an Auto-fill from selector for top-level trunk locations such as warehouses, vehicles, and sites. Choosing a trunk can automatically populate check-out quantities when stock exists in a single qualifying child location within that subtree.
Warehouse location QR labels can now be generated and printed for all nodes in the location hierarchy or for a selected location and its sub-locations. Scanning these labels can auto-select locations in inventory workflows and also supports launching a bulk edit flow for assets stored in the scanned location.
Service call inventory allocation now supports both units-tracked and pool-tracked products. Units products continue to use the existing asset picker, while pool-tracked products use a new quantity-based allocation and unallocation flow with tracking-mode badges for clarity.
Catalog users can now bulk set inventory mode for multiple selected products from the product list. The available bulk actions adapt to whether the selection is all Units, all Pools, or mixed, and each change still honors the existing tracking mode guard checks.
Project item reservation now supports units-only, pools-only, and mixed selections in a single flow. The experience reuses existing reservation tools where possible and adds a unified page for mixed selections so quantity-based and asset-based reservations can be completed together.
Asset project schedule status changes are now fully tracked in the audit log, including who made the change, when it occurred, and the old and new values. Status badges for assets have also been updated with standardized colors across list and detail views.
The Opportunity Dashboard now includes subscription amounts in the Opportunities This Month chart totals. The summary values have also been reformatted into separate stacked totals for overall, project, service, and subscription revenue.
Proposal templates can now be duplicated directly from the template list. The duplicate flow opens a modal with a default copied name, preserves the source template’s settings, and adds the new template back into the grid after creation.
Proposal settings now support an optional tax disclaimer that can be controlled globally, at the template level, and on individual proposals. When enabled, the standard disclaimer appears beneath tax totals in proposal views and PDF exports for supported proposal types.
Opportunities and related dashboard tables now include a new overall Total value alongside separate project, service, and subscription totals. Existing Total labels have been clarified where needed, and CSV exports have been updated to include the new combined total fields.
Direct quantity changes to quote items, accessories, allowances, packages, and labor now create activity log entries. These entries capture the before and after values and identify the affected quote item and quote number for clearer change tracking.
Adjustments can now include cost values in addition to price values, improving margin accuracy across quotes, projects, and reporting. New fields and options support manual or synchronized cost entry, and the additional cost data is carried through adjustment settings and applied adjustment workflows.
The Edit Quote design experience has been updated to make quote item search easier to find and use. The search bar now stays expanded with updated placeholder text, and the Add bar has been simplified to reduce confusion with search behavior.
The opportunity Won confirmation flow now includes service contract and subscription revenue in the displayed total. The dialog label has also been updated from Actual Close Date to Actual Close for consistency.
The Design button label on the Edit Quote left navigation has been updated to Quoting. This change makes the navigation terminology clearer within the quote editing experience.
The Update Instances flow now includes an optional Update Quantity checkbox so users can decide whether selected quantities should be pushed to related items. The layout has also been adjusted to remove the standalone quantity column and show quantity within the location display.
When quote items are sorted by display order, newly added items are now placed at the bottom of the list. This makes item placement more predictable and avoids inserting new items in the middle of existing quote content.
Project Overview now includes a dedicated permission for the Contract Information widget. Users without access can still see the widget shell and View Information link, but the widget body is replaced with guidance to contact an administrator.
Project Overview now includes a dedicated permission for the Billing & Payments widget. Users without access see an informational message in place of the widget body, while authorized users continue to see billing and payment details.
The Lost Opportunities gadget on Sales Results has been updated for better consistency with nearby report widgets. It now shows a Total Lost label, uses a consistent height, displays reasons in two columns, and supports expansion for additional detail.
The Sales Forecast report has been updated with clearer labels, improved gadget text formatting, and better export placement. Date filtering now includes additional preset ranges, projection views continue to show months with zero opportunities, and navigation from forecast records preserves the reporting context.
The Sales Results report now includes a Total option in the Sales gadget. This new default view combines project, service contract, subscription, and service call revenue into a single total without double counting opportunities.
The Sales Results report now includes additional preset date filters for last week, this week, last month, last quarter, and last year. These new options are organized alongside the existing current-period filters for faster report setup.
Sales Results now includes a dedicated details view that opens from the report header or directly from the Sales Leaderboard. The new page preserves the selected report filters, shows the records behind the reported results in data grids, and supports exporting the filtered result set.
Subscriptions are now included throughout the Sales Forecast report totals and forecast calculations. Leaderboard tooltip content has also been updated so subscription values appear alongside the other revenue categories.
Subscriptions now flow through the broader sales process and are included in Sales Results reporting. The update adds subscription totals to won opportunity calculations, leaderboard columns, CSV exports, sales gadget views, and related brand and supplier reporting values.
Easily track and reference purchase orders directly from your invoices. With the new PO Number field, you can add a Purchase Order number to any invoice type, including projects, change orders, contracts, subscriptions, and service calls, ensuring a consistent invoicing experience across the platform. When provided, the PO number is displayed on both the invoice presentation view and downloaded PDF, making it simpler for customers and accounting teams to reconcile invoices with their purchasing records.
Take control of your invoicing workflow with new, flexible permissions designed to match how your team operates. With granular access controls for creating, managing, and deleting invoices, you can confidently delegate responsibilities while protecting critical financial data. Whether you’re empowering your finance team or limiting access for collaborators, invoicing permissions ensure the right people have the right level of control.
Surface labor hours, phase, supplier, and full category path directly on the catalog Products grid so you can validate and groom your catalog at a glance instead of opening items one at a time. Show/hide columns to taste, with your selection remembered across sessions, and sort or filter on any of the new fields. Especially helpful for SI migrators and anyone doing catalog QA at scale.
API Integration for Australian based Supplier Tag Pricing.
This feature introduces location-driven automation in plan view by placing only port-bearing devices when a location is drawn. The initial release focuses on using quote and location data to determine which devices qualify for placement and rendering them automatically in the correct plan area. Future enhancements can improve placement intelligence, support more advanced device rules, and extend compatibility with broader project workflows and drawing views while maintaining alignment between quote structure and graphical output.
The roadmap for the Box Format Panel should first ensure complete and consistent formatting behavior across all box types. Future enhancements should add reusable formatting presets, copy/paste style, advanced typography controls, field-specific formatting, conditional formatting, and validation rules. Later phases should introduce live preview improvements and intelligent recommendations for font size, spacing, and label formatting based on box dimensions.
The roadmap for Box Placement and Resizing should begin with reliable placement, movement, selection, and resizing across all supported box types. Future improvements should include snap-to-grid, alignment indicators, collision detection, minimum/maximum box sizing, duplicate box actions, grouping, and precision positioning controls. Later phases should add advanced layout tools such as distribute spacing, align to zone, copy formatting, and automated layout repair.
This feature enhances diagram editing efficiency by introducing a quick and intuitive method for removing connections using a keyboard shortcut. The initial release will focus on accurate selection detection, reliable deletion behavior, and real-time updates. Future enhancements may include undo/redo functionality, bulk deletion options, and customizable keyboard shortcuts to further improve user productivity.
The roadmap for the Diagram-Level Title Block Panel should begin with a clear title block assignment workflow from within diagrams. Future improvements should include better validation for missing project data, inline field editing, preview-before-apply, warning messages for incomplete mappings, and the ability to switch title blocks without losing custom text. Later phases should support bulk application of title blocks across multiple diagrams and synchronization with project-level documentation standards.
The roadmap for Field Mapping and Auto-Population should first deliver reliable one-to-one field mapping, read-only mapped states, and accurate auto-population from project data. Future phases should add field validation, fallback values, custom fields, conditional field visibility, formatting by field type, and warnings for missing data. Later improvements should support bulk updates, reusable field mappings, project-level synchronization, and integrations with external data sources.
The roadmap for Title Block Setup and Page Configuration should begin with complete support for standard paper sizes, accurate scaling, flexible orientation, and reliable grid generation. Future improvements should introduce recommended presets for common workflows such as quick prints, scaled drawings, professional plans, and large presentations. Later phases should include custom paper sizes, saved layout presets, validation warnings, print/export previews, and intelligent recommendations based on drawing type or project standards.
Optional dropdowns throughout D-Tools Cloud now have a red X to clear your selection and return the field to blank. We did a platform-wide audit so the behavior is consistent everywhere a non-required dropdown appears, meaning you're no longer stuck with a placeholder value when you'd rather leave a field empty. Required dropdowns still enforce their selections as before.
When you expand a category on the Settings Category page, its subcategories now appear indented underneath it. A small visual change that makes the hierarchy much easier to scan, so you can tell at a glance which items are top-level categories and which are nested beneath them.
Aha Roadmap has been shared in Cloud User Menu
Field techs can now check out inventory-tracked items directly from the mobile installer app, closing a gap where the browser had a checkout dialog but the app didn't. Adding an inventory-tracked item to a service call still creates the line as Requested as it does today, but now a checkout action is right there in the flow — pick the warehouse location, the status flips to Delivered, and you can mark it Installed without leaving the app or waiting on office staff.
The QR label onboarding banner no longer counts assets from Pool-tracked products, so you won't see prompts to print labels for products that don't have asset records in the first place. The banner also now scopes its counts to assets created through Upgrade, CSV Import, or Tracking Mode Change — the situations where label setup actually matters — rather than every asset record in your system.
A new filter on the Project > Item Status > Scheduling tab lets you narrow the view to just inventory-tracked items, just non-tracked items, or all items together. Helpful when you're scheduling around what's actually being pulled from inventory versus what's drop-shipped or otherwise handled outside the warehouse. The filter lives in the standard filter drawer and only appears for tenants on Inventory Asset Management, where the distinction matters most.
A new QR Labels subsection under Settings > Inventory gives admins a place to configure how asset labels print. Choose your default print format (PDF out of the box, or Brother Roll Printer), and pick what shows on the label itself: the QR barcode with just Asset ID and serial number, or the QR barcode plus key asset information. When you opt for the richer label, any change to that asset's information automatically triggers a fresh label to print, so you can adhere the updated version over the old one. Brother printer configuration covers label size, orientation, and print quality. Settings are admin-only and global for now, with per-computer configurations on the radar for when different printers and label sizes start mixing in the same shop.
The Settings > Inventory Management page is getting a refresh that makes your current inventory mode clear at a glance and gives you a cleaner way to switch between them or turn inventory off entirely. The two modes are now called Inventory Counts (pool quantities and locations) and Inventory Asset Management (individual asset records with QR labels, serials, and lifecycle history).
If you're on Inventory Counts, you'll see a side-by-side comparison of both modes with a clear upgrade path to IAM. If you're already on IAM, you'll see your active mode with the features it unlocks — Asset Browser, Asset Workflows, Asset Labels, Asset Reports, and Audit Log — plus a way to switch back to Counts if needed. Mode switches walk you through exactly what will happen to your data and reservations before you confirm, so there are no surprises.
The asset table now supports IP Address 1, IP Address 2, MAC Address 1, MAC Address 2, and Firmware Version as columns you can toggle on or off through the column picker. Handy for spot-checking network details across your assets without opening each one individually.
Asset QR labels can now include a much richer set of fields beyond the basics: current status, allocated project (with name, ID, phase, and location like Primary Bedroom), allocated service call, associated PO, first 50 characters of the asset's notes (sanitized of formatting and emoji), unit cost, and the last printed label date. If a field is configured to show but has no value for a given asset — say, no project is allocated yet — the label still prints the field header with a blank value so it's clear the data point is empty rather than missing. To make room for all this information, you may need to choose a larger label size in your settings.
When a dealer sends a purchase order to a supplier whose catalog pricing has changed, D-Tools Cloud will flag any line items where the manually entered cost no longer matches the latest catalog price. The warning shows the variance between the two values so the dealer can see exactly what's changed before the PO goes out. From there, the dealer can choose to sync to the current catalog pricing or keep their own manually entered cost and proceed. This helps dealers catch outdated pricing before it reaches the supplier, while still leaving the final cost decision in their hands.
Add multi-select functionality to the Change Orders page with a printable summary report that consolidates selected change orders by location, clearly separating additions and removals and calculating net change for faster, standardized stakeholder communication.
With Deep Linking in D-Tools Cloud, you can instantly share direct links to catalog items, projects, tasks, opportunities and more, bringing your team exactly where they need to be with a single click. Faster navigation, better collaboration, and zero guesswork.
The Stage and Status column headers are now visible across Cloud tables, so you can click them to sort just like any other column. A small fix that restores expected table behavior and makes it easier to organize and prioritize what you're looking at.
Two tax ID fields have been added to the company profile. These fields are currently informational only. A new permission, Manage Tax IDs, has been added to control which users can see and edit the tax IDs.
It is now easier to prevent the account number from being accidentally changed on an account. Clicking on the account number will now bring up a pop-up to change the number instead of changing the number into an editable field. A new permission, Manage Account Number, has also been added to allow you to limit which users can and cannot modify the account number.
It is now possible to pin notes on an account. Pinned notes will always float to the top of the page on the Notes tab for the account. The Details tab of the Edit Account page will now show up to five of the newest added pinned notes giving you control on what appears on this page.
A Service Contracts tab has been added to the Edit Account page. This tab will list all service contracts for the selected account. You can quickly open the service contract as well as use filters to find a specific contract.
Columns for First Name and Last Name have been added to both the Contacts page and Contacts tab on Edit Account to allow more options for sorting your contacts.
Two new account types, Residence and House of Worship, have been added allowing you to model your client base more accurately.
The Edit Account page is getting a cleaner and more scalable layout. A complete view of the account is now available on one page instead of needing to search and open multiple pages for needed information.
This feature will evolve into a broader rule-based UI rendering system that dynamically adapts based on product metadata and capabilities. Future enhancements may include support for additional conditional features, user-defined overrides, validation warnings, and deeper integration with catalog management. These improvements will create a more intelligent and context-aware interface, reducing configuration errors and improving usability across complex system designs.
This feature establishes a standardized workflow for creating diagrams across multiple types within the Drawing Manager. The initial release will focus on a flexible modal interface, seamless file uploads, and accurate routing to diagram editors. Future enhancements may include template selection, auto-save drafts, duplication of existing diagrams, and integration with external design tools to further streamline diagram creation.
This feature enhances Plan View usability by automating the placement of eligible quote items directly into defined locations, reducing manual effort and improving workflow efficiency. By intelligently filtering placeable equipment from non-visual accessories and organizing items within spatial boundaries, the feature streamlines project setup and delivers cleaner layouts for system designers. Future roadmap enhancements may include advanced placement intelligence, customizable placement rules, collision detection improvements, and AI-assisted layout optimization to further accelerate project design workflows.
Enhance the connection notes experience by improving edit mode feedback and clarity, ensuring users can confidently create and update notes without confusion.
This feature will streamline diagram access by consolidating entry points and improving navigation clarity within Opportunities. The implementation will focus on UI updates, navigation restructuring, and removal of redundant elements while preserving data integrity. Future iterations may expand drawing-related capabilities within the Opportunity workspace, such as enhanced collaboration or version tracking.
Enhance clarity and streamline I/O visualization by replacing text-based direction values with intuitive symbols across the platform.
This feature will evolve into a more intelligent I/O configuration system with enhanced filtering, validation, and contextual awareness. Future improvements may include dynamic compatibility filtering between signals and terminals, predictive suggestions, and standardized naming conventions across all devices. Additional enhancements could introduce search and categorization within the terminal list, further improving usability and reducing configuration errors in complex connection workflows.
You are now presented with a list of contacts in the To field when sharing proposals and invoices. This list contains contacts for the proposal/change order/invoice as well as contacts for the account associated with the record. It is still possible to select other contacts by searching.
The two inventory modes have new names that better describe what they actually do. Basic Inventory is now Inventory Pools, and Advanced Inventory is now Inventory Asset Management (or just Asset Management / IAM where space is tight). Same functionality, clearer language across every menu, label, and setting where these appear.
When viewing subscriptions on the Edit Quote page, an indicator has been added that shows if the customer has declined a subscription during the proposal process.
The Proposal Analytics tab now has a column showing you the number of times a proposal has been viewed by a recipient as well as information on who accepted the proposal and when it was accepted.
The add item bar will now stay visible at the top of the page when scrolling on quotes and change orders. This allows you to add items more efficiently when working with large amounts of items.
A new permission, Manage Quote Payment Terms, has been added allowing you to control who can and cannot update the quote payment terms. Users without access will still be able to see the payment terms.
Improvements have been made to the activity entry created for deleted optional alternate sets to provide full visibility into what was removed from the quote.
It is now possible to change the recommended item and remove options from an alternate set on a quote when you do not have access to edit catalog items. You are still prevented from updating the alternate set as the catalog level in this situation.
Allowances with calculated costs and/or prices can now have the cost/price based off the product cost, labor cost, or a specific labor type’s cost.
The natural language and keyword search experience from the D-Tools Library is coming to the search on quotes and change orders allowing you to find products, labor, and allowances the same way whether you're browsing the catalog or building a quote/change order. One search box handles both natural language and keyword queries — no toggle to flip between them — and a microphone icon lets you search by voice. Please note that this feature is being rolled out to a select number of sites at first with access for everyone after the Beta period.
A new permission, Manage Quote Item Costs, has been added allowing you to control who can and cannot update the unit cost for quote items.
A new permission, Manage Quote Labor Type Costs, has been added allowing you to control who can and cannot update the hourly cost for quote labor types.
Proposals now support a dedicated Terms and Conditions section. In addition to being able to customize the text of the terms and conditions, you also have control over how they are presented and if your customer must agree to them prior to accepting the proposal. Once the terms and conditions have been accepted, you can see who and when they were accepted and the text is locked from being edited. You are not limited to just a single section and sections can also be included in proposal templates.
In preparation for upcoming improvements to the sales process and reporting, we went through a round of fit-and-finish on the Sales Results report. Labels were updated to provide more clarity and consistency. The action to produce the Sales Results export (renamed from Sales Report) has been moved to the top of the page for easy access. Please note that the option has been moved below the Sales Forecast report on the navigation menu to follow the sales cycle flowune
Revert MSRPs to Catalog Values – Single Brand A new "Revert MSRPs to Catalog Values" action in brand settings lets dealers reset all MSRPs for a single brand back to current catalog values. Available for both partner and non-partner brands, with a confirmation modal showing the number of products affected. Open quotes and projects are unchanged.
Revert MSRPs to Catalog Values – Bulk A new "Revert MSRPs to Catalog Values" button on the Catalog Settings MSRP page lets dealers reset MSRPs in bulk. Choose between reverting partner brands only (recommended) or the entire catalog. The modal shows the number of products affected before confirming, and notes that the action can't be undone. Open quotes and projects are unaffected.
Analytics Opt-Out Setting A new analytics opt-out setting is available under Settings > Account > Company Profile. This gives users a way to disable dealer analytics participation from a dedicated card on the Company Profile page.
Change Orders – Pending Payment Status A new "Pending Payment" status in the change order workflow gives project managers clear visibility into accepted change orders awaiting payment, improving tracking, follow-up, and cash flow reporting without altering existing approval behavior.
Purchase Orders – Pending Inventory Check-In Indicator Purchase order list data now includes a pending inventory check-in indicator. This supports visibility into received items that have not yet been checked into inventory and surfaces check-in status more clearly on the PO list.
Purchase Orders – Preserve Shipping Address Purchase orders now support keeping the shipping address set to the shipping address instead of defaulting to the billing address. This helps prevent shipments from being sent to the wrong destination during PO creation and editing.
QuickBooks Online – Payment Terms Export Invoices exported to QuickBooks Online now support sending payment terms through SalesTermRef. Exported invoices carry the corresponding QBO terms label in addition to the due date.
Simplified Tooltip Interaction The tooltip interface has been simplified by removing the "Show Details" link and enabling direct interaction through the product name, creating a cleaner and more intuitive experience.
Activity Logging for Quote Labor Type Changes An activity entry is now created when the unit cost, unit price, margin, or markup is modified for a quote labor type, supporting better tracking and accountability.
Schematic View Merged into Connection View View navigation has been simplified by merging Schematic View access into the Connection View button, providing a cleaner and more intuitive way to switch between views.
Service Calls – City and Zip Code Columns The Service Calls table now includes City and Zip Code columns based on the site address. These columns can be added or removed through the column settings menu and appear by default after the Project column.
Deposit Notifications – Payment-Level Detail Deposit notification emails now include payment-level details instead of only the aggregate deposit amount. The email shows client, invoice, reference, and amount for each payment in both deposit success and deposit failure notifications.
Interactive System Link in Plan View Tooltips The System link in Plan View tooltips is now fully interactive. Clicking it opens the main panel and displays the correct System hierarchy for the selected item.
Edit Quote – List and Visual Actions Promoted The List and Visual actions on Edit Quote have been moved up to the top level of the left navigation. This reduces nesting and makes those views easier to access.
Connection Button Disabled for Unconnected Items The Connection button in tooltips is now disabled when an item has no valid connections. The button remains visible for consistency, but it cannot be clicked until the item is connected.
Tooltip Auto-Dismiss Tooltips now automatically dismiss after 2 seconds when there is no user interaction. Existing tooltip behavior is preserved when users move away earlier or interact with the tooltip.
Job Cost – Chronological Phase Sort The Job Cost table now sorts the Phase column chronologically by phase start date. Phases without a start date sort alphabetically, and the unassigned phase is always listed last.
Tooltip Suppression During Multi-Select Tooltips are now suppressed while the Ctrl key is held for multi-selection in Connection View. This prevents tooltip interference during selection and restores normal tooltip behavior when the key is released.
Activity Logging for Deleted Quote Items Deleting quote items now creates activity log entries across the relevant quote, location, system, and opportunity contexts. The logs include details for stand-alone items, accessories, package headers, and package items, including unassigned locations and systems.
Activity Logging for Manual Pricing Changes Manual quote item pricing and cost changes now create activity log entries across the relevant quote, location, system, and opportunity contexts. The logs capture the specific field that was manually updated, including percentage and amount-based margin or markup changes.
Scheduling – Item Status View Defaults and Multi-Select Filters The Scheduling tab's Item Status view now defaults to showing Ordered, Received, and In Stock items. Users can also multi-select Show filter options, and their selections persist across navigation and sign-in sessions.
Interactive Category Link in Plan View Tooltips The Category link in Plan View tooltips is now fully interactive. Clicking it opens the main panel and shows the correct Category hierarchy for the selected item.
Updated Inventory Terminology Inventory terminology has been updated across the application to use "inventory tracked item" and related wording in place of "stock item." The update includes refreshed empty state messaging, settings text, inventory actions, filters, and purchase order prompts for more consistent inventory language.
Declined Service Plan Indicator Declined service plans are now easier to identify on the Service Plans tab in Edit Quote. Declined plans display a Declined chip in the grid and in the service plan edit view header when applicable.
Expanded Account Activity Logging Account activity logs now track changes to additional communication fields. Updates to primary email, secondary email, phone, fax, and website now generate standard edit activity entries from anywhere those values are changed.
Editable Payment Terms on $0 Quotes Percentage-based payment terms can now be edited on $0 quotes when all items are client-selectable options. This removes a workflow blocker and allows payment terms to be saved even when the current computed quote total is zero.
Refined Image Quoting Tooltip Behavior In Image Quoting tooltips, only the product name remains interactive. All other tooltip elements are now informational only, reducing unintended clicks while preserving access to product details.
Inline Snippet Group Editing Snippet groups can now be edited directly from the group drop-down in Add/Edit Snippet. This makes snippet group management more accessible while still preventing deletion of groups that contain snippets.
Truncated Long Drop-Down Descriptions Long option descriptions in configurable drop-downs are now truncated with an ellipsis, ensuring the edit icon remains visible and accessible across the application.
Port Settings – Updated Column Order The Port Settings configuration list has been reordered to display All, Label, Terminal, Signal, and Direction, aligning the control with other I/O-related interfaces.
Schematic Blocks – Standardized I/O Order Schematic blocks now render I/O values in the order Label, Terminal, Signal, and Direction, standardizing I/O presentation across schematic and related interfaces.
Single-Line I/O Value Display When multiple I/O fields are selected, values are now rendered on a single line separated by pipe characters. The display follows the standard order of Label, Terminal, Signal, and Direction.
Connection View – Zoom and Position Persistence Connection View now preserves the user's current zoom level and canvas position after creating connections. New connections render without triggering a full diagram refresh or re-centering the workspace.
Permission to Control Labor Pricing Edits A new permission lets administrators control whether users can edit quote labor type pricing. When disabled, labor pricing fields become read-only. The permission remains enabled by default for existing and new users.
Opportunities – Owner Renamed to Salesperson Opportunity interfaces now use the term "salesperson" instead of "owner" in the relevant labels, filters, exports, and notifications. Activity entries for owner changes remain tracked with the updated terminology applied throughout the opportunity experience.
Update Instances Without Pricing Permission Users without permission to manage quote item pricing can now continue using Update Instances and Review Updates workflows. Pricing changes are ignored in those flows, and the interface clearly indicates when pricing updates will not be applied.
QuickBooks Online – Item Auto-Mapping QuickBooks Online invoice mapping now preselects a matching QBO item when a direct match is found. This reduces manual work in the invoice export flow and allows users to review mappings more quickly.
AI Search D-Tools Cloud now includes AI Search — a natural language search that lets you find products by describing what you need, not just by knowing the exact name. Search across your catalog using everyday language, manufacturer names, product categories, or exact model numbers and names, all from a single search bar. Whether you're browsing broadly or hunting down a specific product, AI Search has you covered — no more switching between multiple searches to track down what you're looking for.
Account Salesperson Activity Logging Accounts now generate an activity log entry when the salesperson field is changed. The entry records the previous and new values for clearer account-level auditing.
Catalog I/O – "Label" Terminology The Product Catalog I/O tab now uses the term "Label" instead of "Alias." This terminology update improves consistency while keeping the field's behavior and stored data unchanged.
Catalog I/O – Updated Column Order The Catalog I/O tab now displays columns in the order Label, Terminal, Signal, and Direction. This update improves consistency with other I/O interfaces while preserving all existing data and behavior.
Opportunities – Fulfillment Location Column Fulfillment Location can now be added as a column on the Opportunities list view and is included in CSV exports, making fulfillment data easier to review and report on from opportunity records.
Select I/O – Updated Column Order The Select I/O interface now displays columns in the order Label, Terminal, Signal, and Direction, improving readability and aligning the interface with other I/O views.
Opportunities – Expanded Filters The Opportunities page now includes filters for Fulfillment Location, Quote State, and Proposal status. These additions make it easier to find opportunities based on fulfillment details and proposal activity such as viewed, expiring soon, or expired.
Labor Tables – Expanded Column Support Labor summary and labor-related quote tables now support additional cost-focused columns, including margin, markup, hourly cost, labor cost, difficulty factor, and system details in the relevant views. The quote labor table has also been updated to use the standard table experience with configurable columns and totals.
SOW Generation for Optional-Only Quotes D-Tools AI can now generate a statement of work when a quote contains only optional items, ensuring quotes with optional-only configurations are still recognized as having valid quote content for SOW generation.
Product Detail Panel – I/O Column Order The Product Detail panel I/O section now displays columns in the order Label, Terminal, Signal, and Direction, improving consistency with other I/O interfaces without changing functionality.
Accounts – Owner Renamed to Salesperson Account interfaces now use the term "salesperson" instead of "owner" in the relevant labels, filters, and exports, aligning account terminology with the updated naming used elsewhere in the platform.
ACH Payment Prioritization The cloud subscription payment process has been updated to prioritize ACH payments over credit card payments. Additional improvements were also made to the subscription signup payment experience.
Navigation Bar Collapse Chevron A new chevron control has been added to the top of the main navigation bar for expanding and collapsing navigation. The chevron reflects the current nav state and complements the existing D-Tools logo toggle behavior.
Installer Report Section Toggles Installer reports now include toggle controls that let users choose which sections to include in the generated report, making it easier to tailor report output to the intended audience and use case.
Plan View Sync on Quote Item Deletion Deleting items or packages from the quote now also removes their linked placements from Plan View. This keeps Quote and Plan View synchronized and prevents orphaned placeholders from remaining on the canvas.
I/O Configuration – "Label" Terminology The Input/Output configuration workflow now uses the term "Label" instead of "Alias" in the new I/O window. The terminology update applies to field labels and placeholder text while preserving existing functionality.
Global Calendar – Out-of-Range Project Indicators The global calendar now shows arrow indicators when a project's timeline falls outside the current date range. Clicking an arrow jumps the calendar to the month containing the project's start date, making off-screen schedules easier to find.
Quote Items – Cost Display Option Quote item configuration now includes a Cost display option alongside Price. Users can configure how total cost appears in the quote item table, similar to the existing total price display options.
Collapsed Nav Tooltip Position Tooltips for the collapsed navigation bar now appear to the right of icons instead of below them, improving visibility and preventing hovered tooltips from obscuring nearby navigation options.
Persistent Nav Expansion in Quotes and Projects The expanded state of the navigation bar inside quotes and projects is now remembered per user. Once expanded, it stays expanded across quote and project pages until the user chooses to collapse it again.
Account Peek – Mobile Number and Subaccount Context Account peek pop-ups now show the mobile number for individual accounts and indicate when the current record is a subaccount. They also display the related primary account to provide clearer account context throughout the application.
Tooltip Persistence on Hover Tooltips now remain visible when the cursor moves from the source item onto the tooltip itself. They only dismiss after the cursor leaves both the item and the tooltip, improving interaction without flicker.
Add Items to Multiple Package Headers Users can now add new items to multiple selected package headers at the same time on Edit Quote. The Add Items experience also shows how many packages are selected when more than one package is being updated.
Available behind a feature flag with this release. General availability planned for our June release.
Inventory Asset Management transforms D-Tools Cloud from counting stock to tracking individual assets. Where basic inventory tells you how many you have, Inventory Asset Management tells you which one is which — every physical unit gets its own record, its own serial number, its own audit history, and its own identity across the warehouse, the project, the install, and the service call that comes two years later.
It's built for AV integrators who need to know exactly which unit is on which shelf, allocated to which room, installed at which customer's home, and still under warranty on which P.O. A full per-unit paradigm, backed by QR labels, barcode scanning, and a lifetime audit trail — all inside the D-Tools Cloud workflow you already use.
A few things to know about V1:
QR labels generate as PDF at launch. Direct integrations with Brother and Zebra label printers are on the near-term roadmap.
V1 unitizes every tracked item. A hybrid model (consumables as pooled counts, serialized items as units) is in planning for a future release. For now, the strongest use case is serialized and high-value assets.
Customers switching from basic to Inventory Asset Management will have existing project reservations cleared, since units need to be re-selected against specific assets. A backup export is provided automatically during the upgrade flow.
Archive Deleted Invoices
Easily archive any invoice and it will be moved into a read-only state that preserves the full invoice snapshot, including line items, taxes, totals, notes, attachments, and activity history. The archive retains the original invoice number, preventing reuse, and keeps these invoices searchable, exportable, and accessible via filters and API without affecting project or account balances. If the invoice no longer needs to be retained, it can still be permanently deleted.
Projects – Overview Improvement
The Projects Overview page now uses a calendar-style project view with switchable 1-, 6-, and 12-month ranges and support for project phases and key dates. You can see an expanded, timeline-aligned view of project phases, add new phases and key dates from dedicated buttons, and work with helpful empty states when project dates are missing.
Checklist Templates
A centralized checklist template system is now available, allowing you to create, save, and manage reusable checklists that can be applied across multiple areas of the application. Templates remain linked to a master version while still supporting local customization, improving process consistency and reducing repetitive setup work.
Proposal Gallery Image Display Across Devices
Image galleries within proposals now scale more effectively across desktop, tablet, and mobile devices when "scale to fit" is enabled, ensuring images remain fully viewable on phones and providing a more consistent viewing experience across screen sizes.
Permission to Control Quote Item Pricing Edits
A new "Manage quote item pricing" permission has been added under Opportunities to control which users can edit billable status, unit price, margin, and markup on quote items. When users lack this permission, pricing fields become read-only while they can still adjust how margin and markup are displayed.
AI Scope of Work Cache Improvements
The AI-generated SOW cache now automatically expires and refreshes when quote items or relevant opportunity fields are added, deleted, or modified, keeping AI output aligned with the current quote and opportunity configuration. Content is also cached and reused when the same SOW process is rerun within a ten-minute window, reducing unnecessary regeneration.
Expanded Filter Experience
The modern filter experience previously introduced on Contacts, Opportunities, and Projects has been rolled out to additional areas of the application, bringing a more consistent and streamlined filtering interface across more pages.
Labor Cost Column on Quote Items
A "Labor Cost" column has been added to the quote items grid in Design | List, available through the Show/Hide columns menu. This column displays per-item labor cost and includes a total at the bottom to support more detailed cost analysis.
Projects – Salesperson Filter
Projects now include a Salesperson filter in the "All filters" panel, supporting multi-select. This filter appears alongside the Project Managers filter and helps you focus views on projects sold by specific team members.
Proposal Analytics Tab Updates
The Proposal Analytics tab on Edit Quote now tracks separate records for email, SMS, and link-based proposal shares. The grid includes recipient name and status, method, contact details, timestamps, and supports actions such as resend, remove/grant access, and delete.
Collapsed Navigation Bar on Quotes and Projects
The collapsed main navigation bar is now available when working within quotes, projects, and change orders, allowing you to quickly navigate to other areas without leaving your current context.
Service Modal – Custom Scheduling Times
The service modal now includes a Custom tab in the scheduling section, allowing you to choose specific start and end times in 30-minute increments based on configured working hours. Custom times are validated, saved with the service call, and preserved when editing or changing dates.
Global Calendar – Project Stage Filter
The Global Calendar Project View now includes a Project Stages filter that supports multi-select. This filter appears alongside Phases and Project Managers and helps you focus on projects in specific stages.
Add Contact Flow on Edit Account
The Contacts tab on the Edit Account page now uses dedicated "Create contact" and "Link to existing contact" buttons instead of a single plus icon, clarifying how new and existing contacts are associated.
Area Field Update on Add Opportunity
The Area field on the Add Opportunity form has been simplified to a standard numeric input, aligning its behavior and appearance with other numeric fields in the application.
A new Lunch checkbox has been added to time entries, automatically deducting 30 minutes from total hours
worked when selected. The deduction is reflected in both the time entries view and CSV export, and is disabled
for overtime entries.
Connection lines now automatically display a unique Connection ID directly on the line when two items are
connected, with the label staying attached as lines are moved or rerouted. You can configure whether the ID
appears above or below the line via diagram-level display settings.
The Connection View now automatically switches to a newly created diagram when using Save as New or
Duplicate, and the diagram title updates in real time when renamed — no page refresh needed.
Hovering over items, port nodes, and connection lines now displays contextual tooltips with key metadata —
including System, Product Name, Signal, wire details, and endpoint information — so you can quickly inspect
your schematic without opening separate property panels. Item tooltips also include a View Connections button
to isolate related connections and a Show Details link for the full product view.
The Location filter (renamed from "Warehouses") now drives all KPI cards, quantities, and item counts on the
inventory page, so everything reflects only the selected location's data. A toast notification confirms when you
switch from All Locations to a specific location.
Mobile phone and SMS Messaging opt-in/out fields have been added across Accounts, Additional Contacts, and
the Contact page for Individual account types when SMS is enabled. All fields stay in sync across linked records
and are logged in activity history.
Admins can now set a default account type (Individual, Business, or Institution) under CRM Settings, which
will be pre-selected across all account creation flows including Add Account, Add Service Call, and Add
Opportunity.
The Add Account flow has been reorganized with clearer section groupings and simplified contact handling —
only new contacts can be added. A new "Create and New Contact" button opens the Create Contact page pre-
populated with the relevant account context.
The Scope of Work editor is now embedded directly on the Quote Summary tab instead of opening in a modal,
with Save, Discard, and Delete actions and a warning if you navigate away with unsaved changes.
The AI-generated Scope of Work now correctly handles alternate sets, optional sets, and client-selectable items
— clearly distinguishing confirmed deliverables from optional or alternate choices so customers have an
accurate picture of what's included.
The Classic and New indicators have been removed from proposal type options, with updated descriptions to
better guide your selection between Multimedia and Quick Quote.
A confirmation prompt now appears when using Quick Add with "All Items" selected on a quote, preventing
unintentional additions across multiple locations.
The ability to insert SOW templates has been restored to the inline editor on the Quote Summary tab via a new
icon in the toolbar.
Filters on these pages have been consolidated into a scalable side panel with live filtering, expandable
categories, and a search field — replacing the previous inline approach for a cleaner layout.
Admins can now choose between Fahrenheit and Celsius under Settings > Account > Regional Format, applied
across all calendar views.
The D-Tools Product Library now supports natural language search, so you can find products by describing what you need in plain language instead of relying on exact keywords or filters. Search with phrases like "TVs over 70 inches" or "Cat6 cables under 10 feet" and get relevant results instantly — no need to know exact manufacturer part numbers or navigate through category trees. This speeds up proposal building and project planning by putting the right products at your fingertips faster.
Note: This feature is being rolled out as Early Access to a select group of users first, with General Availability planned for the March release.
A new company-wide calendar brings all your key dates into a single view — project tasks, service appointments, meetings, recurring events, and to-do lists. Instead of switching between separate schedules, your team can see everything happening across the organization at a glance. This makes it easier to identify scheduling conflicts, balance workloads, and coordinate resources whether you're managing installations or dispatching technicians.
Read more: Getting Started with Projects, Service Management QuickStart
Design and document device connections directly inside D-Tools Cloud with a drag-and-drop diagram canvas — no external CAD tools or spreadsheets needed. Interconnect Schematics provide standardized, port-level visualizations of how every device connects across your systems, phases, and locations. Because diagrams live inside D-Tools Cloud, connections stay in sync with your catalog, proposals, and project documentation automatically. You can generate field-ready Connection Summary Reports in seconds, giving installers a precise guide that reduces errors, rework, and miscommunication between your sales, design, and field teams.
Read more: D-Tools Cloud Interconnects
Administrators now have much more granular control over what team members can access and modify across both Inventory and CRM. New permissions include:
Inventory: Check in/out inventory, edit asset details, adjust quantities, import/export asset data
CRM: Create and manage accounts, delete accounts, create and manage contacts, delete contacts, export account and contact data
All permissions are configurable per user group, so access levels match each team member's role. Existing customers will have delete permissions enabled by default on upgrade, while new customers will have them on for administrators and off for standard users.
Read more: Access Permissions and User Groups, Accounts vs Contacts
When creating a QBO invoice from D-Tools Cloud, a new "Memo on statement" field is automatically populated with your D-Tools invoice number, project name, and invoice type. This lets your clients and accounting team match payments on QBO statements without cross-referencing back to D-Tools Cloud. It reduces confusion during reconciliation, saves time for your back office, and creates a consistent paper trail between project management and accounting.
Read more: QuickBooks Online Integration
The receiving workflow has been improved to save time and reduce errors when checking items into your warehouse. When an item exists in only one location, the dropdown is now pre-filled automatically — saving a step on every receive. The location dropdown also displays in a clear, nested hierarchy matching the Inventory page's warehouse filter, and each location shows the current on-hand quantity so you can see where stock already exists before choosing where to check in. Together, these changes make receiving faster and more intuitive.
Read more: Receiving Stock Items, Inventory Management QuickStart
A new status has been added to the purchase order workflow, sitting between "Draft" and "Ordered" with a distinct dark gray indicator. This clearly signals that a PO is fully prepared but hasn't been sent to the supplier yet, improving handoffs between team members who prepare POs and those who authorize or place them. It prevents orders from being sent prematurely and brings more clarity to multi-step approval workflows.
Read more: Configuring the Purchase Order, Manage Purchase Orders
D-Tools Cloud now saves a snapshot of your inventory data each time inventory management is disabled, including a downloadable export file. You can access the full history of disabling events directly from the inventory page and recover previous data if you need to re-enable or reference historical records. This gives teams confidence to adjust their inventory setup without risking data loss.
Read more: Inventory Management FAQs, Inventory
The inventory page has been refreshed with a cleaner layout, updated banners, and more prominent setup actions. New users will see clearer calls-to-action for enabling and configuring inventory management, and the improved visual hierarchy makes key actions easier to discover. This reduces the learning curve for teams getting started with inventory.
Read more: Inventory Management QuickStart
A new bulk update feature will let you update multiple assets at once — including serial numbers, firmware versions, and notes — instead of editing each one individually. For teams managing large equipment inventories, this will dramatically reduce time spent on asset administration.
Note: This feature is not yet in production and is planned for release as part of Advanced Inventory in Q2 2026.
Read more: Inventory
Several improvements make it faster to find the right accounts and navigate subaccounts. Account search now looks across all contacts associated with an account — not just primary contacts — helping prevent duplicates. The Subaccounts tab includes a new search box with pinned controls that stay visible as you scroll, and subaccount filter logic has been refined so only subaccounts matching your active Type, Owner, Status, and Duplicates filters are shown.
Read more: Accounts vs Contacts, CRM
Inventory history for item allocations now shows the name of the user who made each change. This makes it easy to see who reserved or unreserved stock for a project, improving accountability and simplifying troubleshooting when discrepancies arise.
Read more: Inventory
A new setting on the CRM Settings page lets you turn off the tax-exempt feature if your business doesn't use it, keeping account forms cleaner for teams that don't work with tax-exempt clients. Built-in safeguards prevent disabling the feature when tax-exempt records already exist.
Read more: Setting Up and Using Taxes
The Projects Scheduling view now refreshes automatically after creating or editing an event — no more manual page reloads to see your latest changes. This also prevents duplicate event displays and keeps your calendar accurate in real time.
Read more: Getting Started with Projects
Confirmation emails now include more specific details about the technician's expected arrival time, giving your customers a clearer picture of when to expect service and reducing follow-up calls about scheduling.
Read more: Service Management QuickStart
The unused Quote Checklist option has been removed from Settings. The Service Plan label has also been updated from "Limited/Extended Warranty Coming soon!" to "Limited/Extended Warranty Planned" to better reflect the feature's current status.
D-Tools Cloud now supports subaccount relationships, giving you a structured way to manage parent-child account hierarchies directly within your CRM. You can link existing accounts as subaccounts, create new subaccounts from the dedicated Subaccounts tab on any account, and see all relationships at a glance with indented subaccounts on the Accounts table. The system includes safeguards to prevent circular relationships or multi-level hierarchies, and account merges have been updated to properly handle subaccount transfers. Audit logging tracks when subaccount links are created or removed, and deleting a subaccount automatically cleans up its primary account links. Administrators can control who has access to manage subaccounts through a new "Manage subaccounts" permission, and the entire feature can be toggled on or off from the new CRM Settings page.
Read more: Accounts vs Contacts, CRM
Four predefined user groups — Project Manager, Sales, Accounting, and Inventory — are now available to help you get started with access controls faster. Each group comes with a sensible set of default permissions tailored to that role, so you don't have to configure everything from scratch. Admins can edit, rename, or delete these sample groups at any time to match your team's specific needs.
Read more: Access Permissions and User Groups
You can now generate a Scope of Work automatically using AI directly from within your quote. Click the Cloud AI icon and D-Tools will create an SOW based on your opportunity description, account information, and items by system — saving you time on one of the most repetitive parts of the proposal process. You can review and edit the generated content before including it in your proposal.
Read more: Adding the Project Description and Scope of Work, Scope of Work Collection
Two foundational features are being prepared for the upcoming Advanced Inventory release. Serial number capture lets you input serial numbers for each asset as it's checked in during receiving, with safeguards against duplication. Asset-level history tracking records all changes, updates, and movements for individual assets — including timestamps and the user who made each change — starting from the moment an asset is received.
Note: These features are not yet in production and are in preparation for Advanced Inventory, planned for release in Q2 2026.
Read more: Inventory, Inventory Management QuickStart
Several enhancements make invoicing clearer and more flexible. The invoice number now displays prominently under the Invoice header, and a new column shows the invoice number for each payment term so you can quickly identify which invoice belongs to which milestone. Transaction fees can now be included directly on invoices, and the Paid card shows the total amount including any convenience fees with a tooltip for the specific fee amount. All columns on the Invoice page are now sortable, with your sort preference saved per user and view.
Read more: Creating an Invoice for a Project Payment Term, Adding Payment Terms
When syncing invoices to QuickBooks Online with the "Divide Taxable and Non-Taxable Totals" option enabled, the system now appends "Taxable" or "Non-taxable" to line descriptions automatically. This makes it easy to identify which split lines carry tax and which don't, directly within QBO.
Read more: QuickBooks Online Integration
Several updates make the calendar experience smoother. The New Event modal now defaults to your working hours from Settings (or 8am–4pm if not set), so you spend less time adjusting times manually. The side panel now refreshes automatically when events are deleted or edited, keeping your view up to date. The weather icon has also been updated to no longer show a clickable cursor, accurately reflecting that it's for display only.
Read more: Getting Started with Projects
Working with alternates on proposals is now smoother and more polished. In present mode, expanding an alternate set will no longer cause it to collapse again when a selection is made, making it easier for clients to browse options. Additional display refinements include improved capitalization, clearer accessory and price presentation, and a more consistent layout for Optional Sets.
Read more: Getting Started with Opportunities
The Job Costing table now separates previously combined columns into individual columns for actual, budget, and variance values across Total Cost, Product Cost, Labor Cost, and Labor Hours. This gives you a more detailed and customizable view of project finances, making it easier to spot where a project is tracking on or off budget.
Read more: Getting Started with Labor
The "Service" option has been re-added to the Project Type dropdown on the Add Opportunity page. This was removed previously and has been brought back based on customer feedback, allowing you to classify projects as service within the opportunity workflow.
Read more: Getting Started with Opportunities
The inventory history UI has been cleaned up to reduce confusion. The "Item auto unreserved" event has been removed, and the "Item opening stock" label now only appears under specific conditions, making the history log easier to read and understand.
Read more: Inventory