See What's New in
D-Tools Cloud
D-Tools has continued to make enhancements to all areas of our end-to-end cloud-based solution to help further streamline business processes, drive sales, and improve operating efficiency.
New Features/Enhancement Highlights:
Itemized Invoicing
Bill for exactly what you delivered. Alongside milestone invoicing, you can now create an itemized invoice for specific equipment, labor, and adjustments on a project — including partial quantities and hours — starting from the payment page, Item Status, or the Bill of Materials. Every item shows what's already been invoiced and what's still available to bill, so you always know where a project stands, and itemized invoices flow into your project totals and your accounting integration the same way milestone invoices do.
Ask D-Tools: Quote Specific Starter Prompts
Service Schedule: Block Off Time
Block off time directly on the service schedule. Flip a single Block toggle while creating a schedule entry to hold time - either marking a technician unavailable, or reserving time for a specific service call, with no technician assignment required. Blocks cover the whole day by default and can be narrowed to a specific time window or extended across several days, showing up as clearly marked blocked-off time on your service, project, and global calendars. Blocked time also counts toward resource availability, so anyone scheduling over it sees the conflict up front, while still letting you override when you know it is fine. No more placeholder visits or holds tracked outside the system.
Needed By Date on Requested Products
Set the date each requested product needs to be on site, then see at a glance which orders are going to miss it. Procurement can sort and filter the Ready to Order list by need date, and gets a clear warning when a supplier's expected arrival lands too late to make the install.
Catalog Bulk Editing Capabilities
Update to Project Overview: Job Status Budget & Hours
Add Company & Quote ID to Proposal Signature Section
The signature section on a signed proposal now includes a third line showing the Company and Quote ID alongside the signee's details.
"Delivered to Site" Install Status
Track equipment that's been delivered to the job site but not yet installed.
Project Overview: Actionable Payment Terms
Know exactly where each project stands on getting paid - right from the project dashboard. Every payment milestone shows its status and key dates at a glance, clearly flags anything overdue so it doesn't slip through the cracks, and lets you send the next invoice in a single click. Less time chasing details, faster billing, and a clearer view of your cash flow.
D-Tools Cloud Roadmap
Interested in what we have planned for D-Tools Cloud?
