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SOFTWARE

D-Tools Cloud Bid, track, and manage from any device with 
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SOFTWARE

D-Tools Cloud Discover and compare pricing options for our powerful web-based solution. Pricing
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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.

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Wiring Diagrams

Visual Clarity and Connection Across Every System

D-Tools Interconnect Diagrams deliver a fully integrated visual experience, enabling you to map, manage, and share how devices connect all within D-Tools Cloud. Gain complete visibility into your system designs and ensure every team, from sales to engineering to installation, works from the same connected blueprint.

Click here to learn more about Interconnects
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Simplify Complex Connections

Visually connect devices across systems, phases, and locations using an intuitive drag-and-drop canvas. Interconnect Diagrams make it easy to see how every component fits together without separate CAD tools or spreadsheets.

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Always Synced and Up-to-Date

Every diagram stays linked with your product catalog, proposals, and documentation. Updates happen automatically, ensuring accuracy from quote to completion.

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Collaborate Across Teams

Sales, design, and installation teams share one interactive view of the system, reducing miscommunication, rework, and installation errors. Everyone knows exactly what connects where.

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Confidence Through Clarity

With D-Tools Interconnect Diagrams, what’s designed is what’s delivered. It’s a visual, connected experience that brings accuracy and alignment to every project.
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New Features/Enhancement Highlights:

Interconnects Diagrams

Interconnects in D-Tools Cloud makes it easy to design and document wiring between devices. You can build diagrams, link components, and publish deliverables in one workflow, keeping your project data accurate and consistent.

By visualizing signal paths and equipment relationships, you can define I/Os, use catalog data, and create professional documentation with less manual work.

Key benefits:

  • Simplifies system connection design and management.

  • Keeps all I/O data synced with the catalog and proposal.

  • Offers quick options for publishing, reporting, and exporting.

  • Improves accuracy and team coordination.

Charge Client for ACH Reject Fee

Users now have the option to pass on any incurred ACH Reject Fees to your client. When creating a new invoice for a returned ACH Payment, there is a toggle (defaulted to "Off") that can be turned "On" and will add the ACH Reject Fee to the new invoice. This fee will be pushed to QBO, QBD, and Xero.

Tax- Exempt Quotes

Handling tax-exempt accounts can add extra work and lead to mistakes. D-Tools Cloud now lets you mark a quote as tax-exempt, and any quote created for a tax-exempt account will follow that setting automatically. All products, labor, and service items added to the quote will be set as non-taxable. This reduces manual steps and helps you work faster so you can stay focused on your business and customers.

 

D-Tools Cloud Roadmap

Interested in what we have planned for D-Tools Cloud?

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!
Check out our roadmap
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Schedule a D-Tools Cloud Demo Today!

Schedule a demo to see the complete easy-to-use functionality of D-Tools Cloud to start streamlining your business process and building a healthier bottom line. Ask about our free trials!
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