D-Tools Cloud AI Features

AI That Actually Knows Your Business

D-Tools Cloud's AI doesn't sit on top of your data — it works from inside it. It reads your quotes, your catalog, your projects, your sales calls, and gives you real answers and real quotes back, not a generic chatbot bolted onto generic software. Every answer links back to a real record. Every AI-drafted quote waits for your approval before it ships.

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AI Features Now Live in D-Tools Cloud

Ask D-Tools
D-Tools Cloud MCP
AI Scope of Work
AI Search
Ask D-Tools
NEW

Ask D-Tools

Which customers owe money? Which projects are at risk this week? What's selling best? Ask D-Tools answers from your own live business data — not a static report you have to go find. Every answer comes with drill-down and export, so it's a starting point for the next step, not a dead end.

It also shows its work: every answer traces back to the real data behind it, so you're never left wondering where a number came from.

D-Tools Cloud MCP
NEW

MCP Server

You already have Claude or ChatGPT open all day. Now you can ask either one about your own D-Tools data — what's sitting in the warehouse, how a project is tracking, whatever question you need answered — without leaving the assistant you're already working in.The D-Tools MCP server is read-only by design: nothing gets changed, no statuses move, nothing gets deleted, and it only ever sees your account. Connectors for Claude and ChatGPT are published and approved, so you can start building your own dashboards and questions on top of your own data today.
AI Scope of Work

AI Scope of Work

Skip the blank page. Click the Cloud AI icon on any quote and D-Tools Cloud drafts a client-ready scope of work automatically — pulling from your opportunity description, account information, address, square footage, and items by location and system to write one of the most repetitive parts of the proposal for you. Pick from a selection of tones and styles, review the draft, edit anything you want, and it's ready to send.
AI Search

AI Product Search

The D-Tools Product Library now understands plain language, not just exact keywords. Describe what you need — "TVs over 70 inches," "Cat6 cables under 10 feet," "4K projector under $3,000" — and get relevant results instantly, no manufacturer part numbers or category trees required. It blends keyword, vector, and semantic search under the hood, so exact part numbers still match instantly when you know them, and every result comes with a short caption explaining why it's a fit. The result: proposal building and project planning move faster, with the right products at your fingertips the moment you need them.

Coming Soon to D-Tools Cloud

Quote Assist

Drop in the meeting transcript, the email thread, the voice memo, the floorplan, the notes you already took — and Quote Assist turns it into a scoped project plan: phases, systems, product call-outs, assumptions, and any gaps flagged along the way. One click turns that plan into a real, editable quote, with rooms, systems, and products matched against your own Product Library. "An 85-inch Sony" becomes a pick list. "A $2,500 allowance for security" becomes a line item. Anything ambiguous gets flagged as an open question — never guessed and never filled in silently.

AI Proposals

Every integrator has lost a job to a better-looking proposal at some point — not a better scope, not a better price, a better proposal. The client can't evaluate your cable management, so they evaluate the one thing they can read. And very few integrators have a designer on staff.

Describe the proposal you want in plain language and D-Tools builds it — cover page, table of contents, an about-us page, your images, your colors, your fonts. You're not learning a design tool. You're just describing what you want.

This is the presentation layer only — it doesn't touch your quote, pricing, line items, or scope.

What We're Building Next

Discover what's coming next for D-Tools Cloud! Click the link to explore our roadmap and see the exciting new features we're actively working on. Get a sneak peek at what's launching soon, what's planned for next year, and beyond — keep an eye on features you're excited about!