Revenue Recognition and Deferred Revenue
Hold customer deposits as deferred revenue and recognize them as items are delivered or installed, so revenue is recognized in the right period. A new Revenue page under Projects shows what’s deferred, recognized and ready to recognize, and everything syncs to QuickBooks Online, QuickBooks Desktop and Xero.
D-Tools Labs: Try New Features Early
Labs is the new home to preview features in D-Tools Cloud. Company admins can see every available preview in Settings, accept the preview terms once, and switch each preview on for the whole company or just the people they choose, like a lead designer or one project manager. Anyone left out won’t see the preview at all.
Record PTO and Sick Time on the Global Calendar
The Resource View now shows when someone’s on vacation or out sick. Add PTO or Sick from the Create menu or by clicking a resource’s day, for a single day, several days or part of a day, and multi-day time off shows as one bar so it’s easy to spot.
Manage Default Payment Schedules Across Accounts
A new permission lets you decide who can change the payment schedule every new quote starts with, so billing terms aren’t editable by everyone who can edit an account. Add a Payment Schedule column and filter to the Accounts page to see which customers are on which terms without opening each one.
Print QR Labels Straight to Your Brother Label Printer
Send a batch of asset labels directly to a supported Brother thermal printer from D-Tools Cloud, in the order you see them on screen, without clicking through a print dialog for every batch. Each job is logged with who printed what and when, and every asset keeps track of its last printed label.
Send Budgetary Proposals Clients can Review
Mark a quote as Budgetary and clients can view and download it, but they can’t accept, sign or pay, so a planning number is never mistaken for approval to start work. When the client is ready to move forward, switch it back to Allowed and the same proposal goes live without a rebuild.
Hide Unit Pricing on PO's
Turn on “Hide pricing from supplier” and the PO your supplier receives shows item names, part numbers, quantities and ETAs but no costs, whether they open it from the email link or you send the exported PDF yourself. Set it as a default for suppliers you’ve negotiated project-specific pricing with.
Meeting Invites Now go Straight to Attendees’ Calendars
Meeting emails from D-Tools Cloud now include a calendar invite that works in Outlook, Google Calendar and Apple Calendar, with required attendees addressed directly and optional attendees copied. Recurring meetings arrive as one series, and when a meeting, project event or service call visit is rescheduled or canceled, the existing calendar entry updates instead of showing up as a duplicate.
Schedule Crew for a Day Without Adding Them to Every Task
Putting someone on a project event no longer assigns them to its tasks for good, so the next event starts with only the people you actually assigned. Field techs still see the tasks for every event they’re scheduled on, and when they’re taken off an event, those tasks come off their list too.
Assign Job Roles to Field Users
Admins can now give field users a job role, like Service Technician or Installation Technician, from Edit User, just as they can for office users. A new Role column on the Field Users list shows who has a role and who’s still missing one.
Project Management Scheduling Improvements
Whether you’re scheduling a service call, assigning a project task, booking a meeting or working in the Resource View, D-Tools Cloud now shows the same answer about who’s free, with a line under each person saying whether they’re Booked or Off and what they’re committed to. A half-day blocked off no longer takes someone out for the whole day, and you can still assign anyone when you know the overlap is fine.
