The D-Tools Cloud release R101 was made available to customers on the 13th of August, 2026.

The following new features and improvements were released in the D-Tools Cloud R101 release.

Payment schedules now support dynamic calculation rules within each payment milestone, including fixed amounts and percentage-based calculations tied to products, labor, phases, systems, locations, categories, and adjustments. Payment totals automatically recalculate as quote values change, and these calculation rules can also be saved in payment schedule templates.

Invoice list views now support bulk status changes through the existing multi-select action menu. Users can select multiple invoices, choose a new status from the available status list, and update all selected invoices in a single action.

Invoice list views now include a Salesperson filter across the Billing tab, Invoices tab, and Account invoice views. The filter works with existing search, sort, and filter behavior to help users narrow invoice results to those for a single sales rep.

The quote experience now includes a dedicated Payment Schedule tab that centralizes payment milestones, allocation coverage, and deposit collection settings. The platform also updates user-facing terminology from Payment Terms to Payment Schedule for quote milestone and template workflows.

Catalog products now track a Purchase Unit separately from the Sell Unit, so supplier price updates no longer overwrite the product lengths you've set. Unit counts are visible in both dropdowns, and the Purchase Unit carries through to quotes and projects.

Catalog Import now allows users to continue an import with only the valid rows selected when a file contains a mix of valid and invalid records. The review step also includes an update to prevent a dialog from covering and blocking the primary action controls.

Accounts now support a Next To Do field in grids along with a date filter to help teams find the earliest active to-do due date for each account. Related column ordering on the Accounts table has also been adjusted to place Mobile next to Phone and Type next to Name.

A new CRM setting allows each customer to choose whether address suggestions use state abbreviations or full state names. When enabled, suggested addresses display and populate the abbreviated state value across supported address-suggestion experiences.

Diagrams can now display configurable item information panels beneath each item, supporting fields such as Item ID, Manufacturer, Model, Location, and Comment Reference. Panels can be repositioned on the diagram, retain a visual callout when moved, and work alongside a left-side legend that shows full comment text by reference.

Drawing and document records now support dedicated documentation metadata fields including Drawing Number, Issue Date, Revision Number, Revision Date, Revision Description, and Version Number. These fields are available in the API, user interface, import and export flows, and related document generation features.

Plan View and Connection View diagrams now automatically generate an Item Legend when a new diagram is created. The legend lists unique items with their names, quantities, and associated icons or images, and it updates automatically as items are added, removed, renamed, or replaced.

Connection diagrams now support Shift-key multi-selection to create one-to-many links from a single source item to multiple targets in one action. After the connections are created, selections clear automatically, and a new Refresh control is available to reload the diagram state.

Drawings now support Cable Type as a configurable attribute for connections and catalog products. Administrators can define cable types and colors in settings; users can assign or inherit cable types on connections; and diagrams can optionally render connection colors by cable type rather than signal type.

Users can now create Cover Page drawings from the Drawings area using a simplified Document View tailored to cover page editing. The cover page mode hides whiteboard-specific controls while keeping relevant tools such as image upload, title block selection, print, save, and close.

Products added to a BOM are now evaluated automatically for I/O assignment. Device products retain existing I/Os when present, pull I/O definitions from the D-Tools Product Library when available, and receive a default I/O when no source data exists.

Person-selection dropdowns now pin the current logged-in user at the top of the list for faster self-selection. The rest of the list remains in alphabetical order below a divider, and the same user still appears in its normal alphabetical position as well.

The Project Item Status and Scheduling screen now supports inline editing of asset metadata during the PO receive flow, allowing users to update fields such as serial numbers, locations, and other asset details without leaving the project page. The page also supports prefilled top-down allocation review, in-stock toggling, bulk warehouse location updates, exception notices, and permission-aware actions for checking in and allocating received assets.

The Project Manage Inventory page now supports always-on inline editing for asset metadata, allowing users to update project assets directly from the project view at any time. The page also adds Print QR Labels, Bulk Edit, and Bulk Move actions, along with save behavior that reflects whether edits and allocations are being committed together.

Warehouse location labels can now be printed for all configured location nodes or for a selected location and its sub-locations. Scanning a location label can also be used in supported inventory workflows to auto-select the location and in the Scan menu to open a location-scoped bulk edit path.

Asset Condition is now supported in asset CSV import and export, bulk edit, and asset grid displays. Exports use the same condition labels shown in the UI, imports validate exact matches against supported values, and asset lists now show the existing condition badge and color styling.

Job Costing now uses the actual unit cost of allocated inventory assets to calculate the actual product cost for asset-tracked items. This updated cost source applies consistently across the project Job Costing view, its CSV export, and the cross-project Job Cost Dashboard.

The project Item Status page in the PO receive workflow now includes top-navigation actions for Print QR Labels, Bulk Edit, and Bulk Move. Each action opens the existing bulk workflow pre-filtered to the assets currently displayed on the page.

The project check-in flow for PO-received assets now auto-fills project allocation top-down based on the units in scope, so users can review and confirm pre-assigned allocations instead of building them manually. The confirm action now saves warehouse check-in, asset metadata, and project allocation together as a single atomic action, with support for check-in-only scenarios when no allocations remain.

Turning off inventory tracking for a product now creates an audit history entry. The log records the action, user, and timestamp to improve traceability for stock item removal.

Projects can now display the proposal acceptance date as a read-only Accepted On field. This surfaces the actual accepted proposal date on the project without changing Opportunity Won On or any reporting behavior tied to close dates.

A new "Unlock quotes" permission is now available in the Opportunities permissions. Users without this access will see quote unlock actions disabled, and the same locked-state messaging is also surfaced on the Edit Proposal page.

The shared rich text editor has been improved to better preserve formatting when pasting content from Word, Google Docs, and web sources. This update restores more of the original structure and styling for pasted headings, bold text, and lists.

A new Set Opportunity to Won permission gives teams more control over who can convert opportunities into projects. Users without this permission will see won actions disabled across edit, list, and kanban experiences, with guidance explaining why the action is unavailable.

Quote summary areas now support an expandable tax breakdown, allowing users to review each tax individually. Expanded details show tax descriptions in alphabetical order along with the taxable amount and rate for the current quote context.

The Edit Quote and Edit Proposal pages now show the same opportunity won banner used on Edit Opportunity when a quote has been converted to a project. This adds clear context about the quote's locked state directly on those editing surfaces.

Opportunities now support a Next To Do field and date filter across the main opportunities list and several related grids and dashboard tables. The field shows the earliest due date for an active to-do linked to the opportunity, helping teams prioritize follow-up work.

The default multimedia proposal template has been updated to replace the existing Terms and Conditions paragraph section with a Terms and Conditions section. The must-agree option for that section is now turned off by default.

Organizations can now require that quote proposals be reviewed before they are presented or shared. The update adds a proposal review setting, a permission to mark proposals as reviewed, review history tracking, and sharing restrictions for proposals that are still marked as not reviewed.

The Opportunity Timeline filter experience has been expanded to better separate opportunity-level and quote-level activity. The search area now opens expanded by default, and the Show filter includes new options to narrow the timeline to specific activity sources.

Manual time entry now supports minute-level start and end times on both web and mobile forms. Saved entries, exports, and related displays preserve the exact times entered instead of rounding to 30-minute increments.

The Job Costing CSV export from within a project now includes the full set of by-phase columns shown in the table, including the total cost (actual, budgeted, variance, and percent variance) fields. Exported files now also preserve zero and 0% values instead of leaving those cells blank.

Change orders now inherit auto-applied adjustment behavior so adjustment rules continue to apply when items are added to a change order. This ensures that adjustment calculations carry forward into the change order workflow rather than being omitted.

Service time entries can now be reassigned to a different project from the edit form. Changing the project re-scopes the available project task and labor type selections, and saving moves the linked time and job-costing impact from the original project to the newly selected one.

Service call cards and related list views now show the site city and state when that address information is available. This gives dispatchers a quicker way to understand the location of a service call without opening each record individually.

Scheduling now supports read-only calendar feed URLs that can be subscribed to from external calendar applications. Feeds are available for personal, company-wide, and per-project scopes, each with a unique URL that can be revoked and regenerated.

Project cards on the main Projects board can now show the next scheduled on-site date when one exists. The card displays the earliest upcoming on-site visit directly below the financial value line, giving users scheduling context at a glance.

Organizations can now choose whether project cards and stage totals on the Projects board display Total Contract Value or Outstanding Balance. This setting is controlled at the organization level from Project Stages settings, and the board download follows the same active financial lens.

The Ready to Order page now supports CSV export for the full filtered result set. Exports include the project, supplier, quantity, cost, and item detail columns and honor the current filters and sort order on the page.

Receiving a purchase order in IAM mode now opens a routing hub that groups newly received units by destination project or stock. From this screen, users can jump directly into project-specific assignment flows or route non-project units into the existing stock check-in workflow.

The Purchase Order Note to Supplier field now supports Plain Text Presets, allowing users to insert reusable saved notes directly into the field. Presets are shared across the account, can be managed in the field experience, and remain plain text to match the downstream behavior of supplier-facing outputs.

The internal Notes field on Purchase Orders now uses the standard rich text editor. Users can format content, use the same editing tools available on other note and description fields, and continue to view previously saved plain-text notes without data loss.

The Sales Forecast report has been updated with layout and data improvements across several gadgets. Enhancements include a new Lead Source gadget, updated Sales Projections visuals, a wider Forecasted Opportunities section, and a redesigned projected sales leaderboard.

Sales Forecast and Sales Results now include a Fulfillment Location filter. The filter supports multiple selections and helps teams narrow reporting results by fulfillment location values used on opportunities.