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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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

When you open Ask D-Tools inside a quote, the suggested questions now match what you can actually do there: check what needs review, summarize the quote, and see what is in each location. 

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

Multi-select items in the catalog and edit supplier, category, labor (installation) hours, phase, pricing, and active/discontinued status across the whole batch in one operation. Each field supports leave unchanged, set to, or clear semantics, with financial fields gated by the existing view-cost and view-price permissions.

Update to Project Overview: Job Status Budget & Hours

See at a glance whether a job is on budget, not just how far along it is. Project Overview gains a new Job Status view that shows how much of your product budget you have actually committed to purchase orders and how many of your sold labor hours you have used, broken out phase by phase so an overrun shows up while you can still do something about it. Click a phase to go straight to what is driving it - its items when you are looking at products, its tasks when you are looking at 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?

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!
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