D-Tools Cloud release R102 was made available to customers on September 10, 2026.

The following new features and improvements were released in D-Tools Cloud R102.

Accounting V2 now includes the provider abstraction and sandbox QuickBooks Online connection that underpin real-time sync. Sandbox QBO connections can complete authorization at the tenant level, and inbound webhook handling verifies signatures and rejects duplicate or replayed events.

The D-Tools Payments enrollment experience now includes clearer information about pricing, funding timelines, benefits, onboarding resources, and FAQs before you apply. You can also start or resume an application from Settings, Payment Schedule, and invoice creation, with status-aware guidance along the way.

The D-Tools Payments Settings page, Payment Schedule, and invoice creation now use a more consistent, scalable payment-method layout, making it easier to review transaction fees, configure payment methods, and manage notifications in one place. ACH and Plaid ACH stay synchronized when reordered, and Sandbox users now access Simulate Deposit from Billing > Deposits.

Payment, deposit, and chargeback reports now support enhanced centralized report controls. Sorting, filtering, refreshing, exporting, and timezone management appear in a consistent controls area above each report table, so you can narrow results and export the data you need faster.

The Bank Transfer fee shown in D-Tools Payments Settings now updates dynamically based on whether Accelerated ACH Deposits are enabled, keeping the displayed ACH rate and fee-cap language aligned with your account's current configuration.

Tax ID 1 and Tax ID 2 on the Company Profile page now accept broader formatting, including dashes and spaces, so you can store tax IDs in the form you actually use and have them display correctly in custom reports.

Catalog products now include an Activity view showing a complete history of price and cost changes for each product — what changed, when it changed, who or what triggered the update, and which fulfillment location it applied to. This makes pricing questions faster to resolve and improves confidence in your product data.

The "Discontinued" label in the D-Tools catalog now reads "Discontinued by Manufacturer," with a tooltip explaining that the product has been discontinued from the manufacturer's catalog but may still be available through distribution or other channels. Your ability to mark products discontinued in your own catalog is unchanged.

Accounts now have a History tab on the Edit Account page for tracking interactions and communications. Each entry records the date and time of the interaction, which team member is responsible, and what happened; you can also classify entries using your own list of history types.

Individual account names and primary contact names no longer stay linked once you intentionally make them different. When the two names still match, and you edit the primary contact, you are asked whether to keep the account and contact in sync or save them separately.

Selecting a New York City address suggestion no longer fills address line 2 with the borough. Address line 1, city, state, and ZIP still populate normally, so there is no borough text to clear on every NYC address.

Because taxes are calculated from the address, an incomplete or invalid address can produce incorrect or missing tax that isn't caught until it appears on a proposal or invoice. Administrators can now choose from CRM Settings how strictly the Add Account, Add Account Address, and Edit Account Address pages enforce a valid address: leave the check off, warn and require confirmation before saving, or stop the save until the address is corrected.

Settings now includes a History Types page where administrators manage the master list of account interaction types. You can add, edit, and retire types in one place; shipped defaults remain protected, and types already in use cannot be deleted.

Account lists now support a Last Contact column and a matching Last Contact filter. You can see the most recent history entry date directly in the grid, sort by it, and filter accounts by contact date or by accounts that have never been contacted.

Adding another address to an account now prefills the country. If the account's existing addresses all share one country, that country fills in automatically; if they span multiple countries—or the account has none to go on—the page falls back to your CRM default country setting. You can still change the value before saving.

CRM Settings now includes a default country setting that prefills the country on the Add Account page, using either your company's own country or a specific country you choose. Existing behavior is preserved unless you opt in.

The Next To Do filter on Accounts and Opportunities now uses date-range presets that match follow-up planning — this week, next week, and upcoming month or quarter ranges — plus an option to show records with no scheduled open to-do, so you can quickly find what needs doing, what has slipped, and what is coming next.

Authorized users can now add, edit, and delete account history entries directly from the History tab. The form defaults key fields like date, time, and Salesperson to speed up logging, and save actions can immediately open a new history entry or a follow-up to-do.

You can now open an Items view directly from package and tag tooltips in Opportunity Quote plan view, letting you inspect included items, thumbnails, and quantities without leaving the canvas. Packages and tags that have no items are clearly indicated.

You can now configure project-level Engineering IDs for items and for wires and cables separately from Inventory IDs. Items receive stable, human-readable IDs when added, and you can renumber wires with a preview so updated IDs flow through drawings, labels, reports, and exports.

You can now choose which fields and icons appear in plan view tooltips from Toolbar Settings. Your tooltip layout preferences are saved to your user profile and applied across sessions, so you can reduce clutter and keep only the details you use.

You can now hide individual items, packages, and tags from a plan view directly from their tooltip without removing them from the BOM. You can restore hidden elements from the BOM panel, and they will return to their previous placement on the canvas.

You can now create structured location and sub-location tags on drawings and associate items directly with them. Tags support default shapes for locations, doors, and windows, show item counts on hover, and group tagged items in exports and BOM outputs.

You can now create an Index Page from the New Drawing flow and edit it in Documents View. The page starts with a centered index table, lets you choose which columns and documents to include, and saves as its own drawing type in Drawing Manager.

The New Drawing flow now includes a dedicated Drawing Number field instead of requiring you to work that number into the title later. Drawing numbers can also appear in title blocks and now show as the first column in drawing index outputs.

Item Legend text no longer scales with canvas zoom, so it stays readable and consistent while you work. You can adjust legend text size with simple controls in the legend header, and your chosen size remains in effect until you change it again.

Plan View now lets you control Item Info text size from Settings, and labels stay at that size even when you zoom in or out. Your chosen size updates all item labels immediately and is saved with the plan when you reopen it later.

Drawing Manager now shows a dedicated Number column so you can identify drawings by number directly in the list. Drawing types are also shown with icons in the list and preview panel, giving you a faster visual way to confirm both number and type.

Plan View item information can now hide the callout line from Toolbar Settings, and new plans default to callouts being off. Item info blocks also use tighter spacing and reduced padding, so labels sit closer to icons and take up less room on dense plans.

Plan view item tooltips now use a more structured layout with clearer metadata and a consistent action area. Packages, pairs, and tags can expand to show contained items and be pinned as floating legends, and tooltip field visibility remains configurable per user.

Duplicate and New Version now handle drawing numbers and revision history differently, so each workflow is clearer. A duplicate starts as a new independent drawing with a blank number and fresh revision history, while New Version keeps the same drawing number and continues the existing revision chain.

D-Tools Cloud now supports signing in through your company's own identity provider, so you can centralize identity instead of managing separate D-Tools credentials. Per-tenant configuration covers domain verification, enforcement modes, just-in-time provisioning, and audit logging. This first phase delivers Microsoft Entra ID support, and tenants that do not enable SSO continue using D-Tools-managed usernames and passwords.

Edit User and Edit User Group now include a search box in the Permissions area, making it easier to find the permission you need. As you type, the list narrows to matching permission names while keeping the relevant section headings visible for context.

Ask D-Tools is your built-in AI assistant, right inside D-Tools Cloud. Ask questions about your business in plain language and get instant answers; get help using the product without leaving what you are working on; and move faster on real work by building and refining quotes, surveys, and proposals just by describing what you want. Ask D-Tools understands the context you are in, so when you are on a quote or a survey, it is ready to help with exactly that, and you can type or simply talk to it. Administrators control access and can monitor usage across the team.

A search box has been added to the Settings page to make it easier to find the option you are looking for.

The D-Tools Cloud MCP Server exposes Ask D-Tools to outside AI assistants. A dealer adds D-Tools as a connector in Claude or ChatGPT, signs in with their normal D-Tools credentials over OAuth, and can then ask questions about their own accounts, opportunities, quotes, and project health from inside the assistant they already use — plus search the D-Tools Help Center with cited answers. It is read-only by design and runs inside D-Tools Cloud's existing authentication and tenant boundary, so no API key is issued and no data leaves the customer's own account scope. Access is opt-in per user, controlled by the account admin in Settings → Ask D-Tools access, and metered against the account's monthly Ask D-Tools budget.

Asset QR labels no longer force a company-name title line, giving you an extra usable field slot on every label template. You can now choose fields such as Model, Brand, Part Number, Description, Tracking Number, and My Company Name from the normal label field list, with no change to QR or barcode behavior.

You can now set default warranty coverage at the product and category level for asset-tracked inventory. Adding warranty coverage to an asset prefills from those defaults, with product defaults taking precedence over category defaults, and you can still edit the coverage before saving. Existing coverage never changes when defaults change.

You can now apply warranty coverage to multiple existing asset records in one action from a product's Assets tab. Each selected asset receives its own independent warranty records, with dates resolved from that asset's own timing.

You can now attach warranty certificates, receipts, and terms documents directly to a warranty coverage layer on an asset for faster access during service and claims. You can view, download, and remove attached documents from the same coverage record, and those changes are tracked in audit history.

Asset-tracked inventory now supports warranty records with multiple coverage layers on a single asset, so you can manage coverage at the individual-unit level instead of relying on spreadsheets or manual notes. Record manufacturer and extended warranties, track when coverage starts and ends based on that unit's actual lifecycle, and see coverage status, registration deadlines, and a timeline of overlapping or sequential coverage on the asset's Warranty tab.

You can now print QR labels onto Avery 5160 and 5163 sheet templates from existing label-printing flows using standard office printers. Before printing, you can choose the starting position on the sheet so you can reuse partially used label sheets instead of wasting them.

When you first mark a product as inventory-tracked, you now choose whether it is tracked as Units or Pools instead of having that behavior assumed later. Check-in, receiving, and CSV import flows honor each product's recorded mode across inventory entry points.

You can now review warranty coverage across all asset-tracked inventory from a dedicated Warranty coverage page under Inventory. The page highlights expiring coverage and upcoming registration deadlines, supports filtering and summary counts, and lets you export the current view to CSV or Excel.

Assets can now be linked to one or more service plans as a read-only reference on the Warranty tab. This shows which service plans also apply to an asset and lets you jump directly to those plan records, while keeping service plans separate from manufacturer and extended warranty tracking.

Asset condition now includes Open Box and Missing Parts, and the full condition list is ordered more clearly from best to worst. Condition colors also appear consistently in the condition picker and in project and service allocation pickers, making it easier to spot asset quality before assigning equipment.

QR asset labels now offer Account as a selectable field, using the same project account shown elsewhere in the app. You can add, remove, and reorder it like other label fields, and it stays blank for unallocated assets.

New accounts now default the inventory checkout trigger to Installed, and desktop inventory surfaces explain more clearly that the selected status works as a threshold. Settings, item status dropdowns, and bulk status changes now show which stages will check items out based on the current trigger.

The per-asset inventory export now includes a rolled-up warranty snapshot for each asset. You can see overall warranty status, number of warranties, current coverage, and covered-through date while keeping the export to one row per asset.

New accounts now default the inventory auto-checkout trigger to Installed instead of Picked, so inventory is removed from stock later in the workflow by default. Existing accounts keep their current setting unchanged.

Quotes now show a clearer indication when a deposit or payment has already been collected. A message block on the Edit Quote page links directly to the payment schedule when money is already present, and an indicator has been added to the quotes section on Edit Opportunity.

Proposal templates can now store default PDF download settings, so proposals automatically inherit those choices. Template defaults are applied when you create a proposal, refresh it from the latest template, or switch it to another template.

Text entered through proposal rich-text editors now follows the selected proposal font and theme colors more consistently, across both proposal and template content. Hyperlink colors follow the Link Text setting, and matching body text updates when the Body Text color changes.

Opportunities now include a dedicated Engineer field alongside Salesperson, so you can record who is engineering each deal. Set it during create and edit flows, then filter, sort, export, and query opportunities by Engineer, with changes tracked in activity history.

Accurate tax calculation depends on a complete, valid address on the opportunity, so the tax and address warning in the project-based New Opportunity flow is now easier to see. Administrators can choose how the flow handles an invalid address: warn the user, warn and require confirmation before continuing, or block creation until the address is corrected.

The Copy internal link action has been removed from the proposal editor. The link was meant for internal use but was easy to send to a client by mistake, so removing it keeps internal links inside your team. Existing internal links still resolve as before, and client-facing proposal sharing is unaffected.

The Terms and Conditions field on proposals and proposal templates now supports a much larger character limit, giving you room to store fuller legal text without needing to shorten or split it.

Projects now include an Assigned Engineer field that you can view and update alongside Salesperson and Project Manager. You can also filter, sort, and export projects by Engineer, and engineer changes are recorded in project activity, so engineering ownership stays visible once a job moves into delivery.

You can now configure separate change order prefixes and starting numbers for external and internal change orders, so clients see a deliberate sequence on the documents you send them while internal adjustments run on their own track. Change order lists also include quick All, External, and Internal views plus summary metrics showing what is awaiting approval and what it is worth.

Projects can now designate one assigned resource as the lead technician and optionally another as backup, so schedulers and field staff know who is running the job and who steps in. These designations appear on the project team, can be changed or cleared, and support filtering and reporting by lead technician. Nothing changes for existing projects until you assign one.

The Sales Forecast report now offers Default Location as an optional column in the forecasted opportunities table. When enabled, it appears inline next to the existing columns so you can review each opportunity's fulfillment location without opening the record.