D-Tools Cloud release R104 was made available to customers on November 12, 2026.

The following new features and improvements were released in D-Tools Cloud R104.

Easily recover returned ACH payments for service contracts and calls! Improved service contract and service call invoice workflows give you a clearer path to regenerate invoices and automatically retry eligible failed payments, creating a more consistent and reliable payment recovery experience.

Invoice exports now include the QuickBooks Online invoice number, making it easier to match D-Tools Cloud invoices with their records in QuickBooks. The column is available when exporting from the Invoices tab or downloading invoices from a project.

Keep purchase order numbers consistent across D-Tools Cloud and QuickBooks Online. Enable purchase order number export in your integration settings to automatically carry your Cloud PO numbers into QuickBooks Online, making records easier to match and track.

Keep your invoice numbers consistent across D-Tools Cloud and QuickBooks Online. Enable “Export invoice number” in your QBO integration settings to automatically use your Cloud invoice numbers in QBO, making invoices easier to find, match, and reconcile.

Bring revenue recognition into focus with the new Accounting settings page in D-Tools Cloud. Choose when equipment is ready to recognize, tailor labels and statuses to your business, and put collected funds to work with automatic deposit application to outstanding delivery invoices.

Turn revenue recognition on or off as your business needs evolve. D-Tools Cloud preserves your invoices, recognition history, and accounting connections, so you can return to standard invoicing and pick up where you left off whenever you’re ready, without losing your work or changing existing QuickBooks Online records.

Turn delivered work into recognized revenue with delivery invoices in D-Tools Cloud. Select equipment, labor, and adjustments, then apply collected deposits to each invoice. Clearly track remaining balances and apply newly collected funds manually or automatically, keeping your revenue aligned with the work you deliver.

Keep project payments moving with Request for Payment invoices in D-Tools Cloud. Add Payment Schedule milestones to your requests, present a simple total with tax included and hidden from view, and automatically track collected funds as deferred revenue until they’re recognized.

Turn project progress into recognized revenue with D-Tools Cloud. Quickly spot items ready to recognize, see their total value, and create delivery invoices directly from Item Status. New recognition filters and quantity tracking make it easy to see what’s already invoiced and what’s ready next.

See where your project stands with deferred revenue and recognized revenue clearly featured on the updated Payments page in D-Tools Cloud. With revenue recognition enabled, track collected funds awaiting recognition and revenue already recognized alongside your project’s billing totals. Separate RFP and Delivery Invoice views make it easier to manage billing and monitor progress toward project close.

Manage revenue recognition invoices with dedicated views for RFP and delivery invoices in D-Tools Cloud. Switch between invoice types, use tailored columns and filters, and quickly spot delivery invoices with balances due. Export your filtered results with the columns you choose to display.

Manage project billing from the account page with dedicated views for milestones, requests for payment, and delivery invoices. Create either invoice type directly from an account, and easily review invoice totals, applied deposits, and remaining balances across its projects with revenue recognition enabled.

See what’s ready to recognize and what’s already recognized across your projects with the new Revenue Recognition dashboard. Track deferred revenue, monitor recognition statuses, and turn eligible items into delivery invoices across multiple projects, all from one place.

Set up revenue recognition exports once and let them run. A new Revenue Recognition tab in your QuickBooks Online settings controls when requests for payment and delivery invoices export, with separate class and tax defaults for each invoice type and default mappings for deposits. When a delivery invoice is missing a required mapping, you’re shown what to fix instead of hitting a dead end, and bulk invoice creation no longer stops to ask on every record. Applied deposits export as negative line items in QuickBooks Online, QuickBooks Desktop, and Xero.

Bring your revenue recognition workflow into QuickBooks Desktop with support for exporting Requests for Payment and posted delivery invoices. Map deposits to your liability account, apply them as revenue is recognized, and preview tax and invoice totals before export to help keep your accounting aligned with D-Tools Cloud.

Bring your revenue recognition workflow into Xero with support for exporting Requests for Payment and delivery invoices. Map deposits to the appropriate liability accounts and reuse tax mappings across project invoices to reduce repetitive setup and help keep your accounting aligned with D-Tools Cloud.

Add an option to the catalog product export flow that lets the user include or exclude discontinued items in the exported file. By default, with the option untouched, the behavior matches today's output (discontinued included), so existing users see no unexpected change in their exports.

Quote lines will show the unit each quantity counts, so "2" clearly means 2 speakers, not 2 pairs. Project lines will show both the unit you sold and the unit you buy in, so ordering is easy to get right.

An account can now carry its own default payment schedule, so every new quote for that customer starts with the schedule you negotiated with them rather than your standard one.

You can now decide who can change an account's default payment schedule. The Accounts page can show which schedule each account uses and filter down to the ones on a particular schedule—so you can review negotiated schedules or find the accounts holding one you want to retire, without opening records one at a time.

This feature introduces advanced diagram editing capabilities by enabling users to merge connection paths, reducing visual clutter and improving diagram clarity. The initial phase will focus on accurate merging logic, intuitive ALT key interactions, and clear visual feedback. Future enhancements may include automated path optimization, undo/redo functionality, and intelligent suggestions for merging overlapping or redundant connections.

This feature gives users greater control over diagram layout by letting them move and lock items on the canvas. Initial implementation will focus on smooth drag-and-drop interactions, reliable locking behavior, and persistent positioning. Future enhancements may include bulk locking, alignment guides, grid snapping, and role-based restrictions for collaborative environments.

This feature improves visual organization within diagrams by letting users customize location backgrounds with distinct colors. The initial release will focus on seamless color selection, real-time updates, and persistent styling. Future improvements may include predefined color themes, conditional formatting, and collaborative color standards for team-based diagram consistency.

The User Avatar/Menu, Create new, and Ask D-Tools now sit on Edit Proposal and Edit Invoice in the same order they hold everywhere else. Moving between pages, those three are where you expect them.

Ask D-Tools now speaks the same language as the rest of D-Tools Cloud. Its welcome message and the starter questions on Opportunities and Accounts have been reworded to match the terms you see everywhere else in the product, and in the Help Center, so the assistant’s prompts line up with the screens they sit on.

Cloud now supports printing QR asset labels directly to supported Brother roll printers, eliminating the PDF preview-and-print round trip. Configure your account to print via Brother, and labels go straight to the printer in the order assets appear in the UI, with an optional preview step if you want to reorder before sending. Initial Brother printer support includes the PT-P950NW, QL-1110NWB, and QL-820NWB. Offline or misconfigured printers surface clear notifications, every print job is logged for traceability, and each asset tracks its last-printed date.

A record of every warranty coverage change on an asset, in the asset activity log, so you can see who changed coverage, when, and on which layer.

This feature lays the foundation for a new Inventory Summary report that will give you a clearer view of how stock changes over time. The report will help you track opening and closing balances alongside key activity such as orders, receipts, allocations, transfers, adjustments, and on-order inventory. This work enables accurate period-based reporting so you can better understand your inventory position and movement history. History will be available from the time this tracking is introduced forward.

Fix misleading inventory mode-switch copy and point users to the right help articles.

You can now mark a quote as budgetary, for planning rather than authorization. A client can still open and download it, but there is no Accept and no Pay anywhere. A banner tells the client to get in touch when they are ready. When the work is agreed, set it back to Allowed, and the quote accepts and takes payment like any other.

Clients who buy through a purchasing department often require their PO number on the invoice before accounts payable will pay it. They now enter it when they accept and sign, and it appears on the accepted proposal and the generated document.

You can now set your company's signing setup once, on a new Acceptance and Signature Defaults card on Proposal Settings. A proposal template can be set to follow that default, so changing it in one place moves every template that follows. And a proposal's Settings panel now names the template it came from, calls out any setting that no longer matches, and offers to put it back. Nothing you already have moves when this arrives — every template and every proposal keeps exactly what it has today.

Turning on Client-Supplied, or turning off Billable, now shows a message before the change is applied, so you can back out if you've selected the wrong lines. The message appears every time, and explains that switching back restores catalog values — so only pricing you set yourself is lost.

Quote Assist's review panel gets a round of polish. The buttons that let you pick a different product or search your catalog now carry the D-Tools AI mark, and when the assistant cannot answer something, it says so in plain language.

Opportunities and projects where you are the engineer now appear under Shared with Me on the List and Kanban views, alongside everything that already shows there.

The Manage quote taxes and tax settings permission now governs the Tax Information tab while you are creating an opportunity, not only when you edit an existing quote. Someone without it can still see the tax settings the new opportunity will carry and finish creating it - they cannot change them.

You can now choose whether the signature section prints on the PDF of a proposal that has not been accepted yet. Set it once as a company default, on a template, or on a single proposal. Once a proposal is accepted, the acceptance record always prints. The Company label on the PDF and in the online view now reads Customer, so it fits clients that are businesses and people alike.

See your project plan in true chronological (schedule) order, not just grouped columns, so it reads like a real timeline instead of a set of buckets.

Administrators can record PTO and sick time for personnel in the Global Calendar Resource View, so a resource on time off shows as Unavailable in scheduling and clashes with already-scheduled work are surfaced.

Marking project or change-order items client-supplied or non-billable clears the pricing on those lines. Cloud will now tell you that before it happens, and how many items it affects.

When you schedule someone on a project and add a task, anyone already assigned to that task comes along with it. Now you can see exactly who that is, listed by name, and remove anyone who should not be on this event before you save. No one gets scheduled or notified by surprise.

Hold time on the calendar for a service call before you know who's going to do the work. When you assign a technician, the hold automatically becomes a regular scheduled service call, so you don't have to delete it and re-enter the appointment.

Hide unit pricing on the PO a supplier receives, per supplier or per PO, for negotiated project pricing. Configure per supplier if pricing is hidden by default.

One-click deep links from a PO to its project or service call, matching the inventory link pattern.

Technicians and office staff can write substantially longer notes on a time entry. The previous limit forced people to abbreviate what happened on a job or split it across entries.

Time entries now let you record how long a break actually was - 30 minutes, 45 minutes, an hour, or any length you type - instead of always assuming 30 minutes. Total hours, labor cost, and billable time reflect the real break, so what you report matches what happened on site.