Key Things to Know
- Release #100 includes 66 improvements, more than any release since 2018.
- Accelerated ACH Deposits move verified payments to next-day funding for a 0.8% processing fee.
- Hybrid Inventory lets integrators mix Units and Pools tracking at the individual product level.
- Interconnect Diagrams gain a customizable cover page, a Title Block Manager and tighter proposal integration.
- A new public status page at status.d-tools.cloud shows real-time service health.
- The release is available now to all D-Tools Cloud subscribers.
What Is D-Tools Cloud Release #100?
D-Tools Cloud Release #100 is a milestone software update that adds 66 improvements spanning payments, sales reporting, inventory and project drawings. The changes make the platform faster and clearer at every stage of the integration business lifecycle, and many came directly from customer requests. The company says it’s the biggest wave of new functionality since D-Tools Cloud launched in 2018.
“This release ships more meaningful new functionality than at any other point in our history,” says G Paul Hess, CEO of D-Tools. “It’s a clear marker of our commitment to elevate D-Tools Cloud from a set of point tools into the one platform that supports every part of running an integration business, from the first sales conversation through design, fulfillment, service, and cash flow.”
How Does Next-Day ACH Funding Improve Cash Flow?
Next-day ACH funding shortens the wait for payments from four business days to one. The new Accelerated ACH Deposits option in D-Tools Payments applies once a client’s ACH payment is verified, closing the gap with credit card settlement speed. The feature is a global setting that includes confirmation dialogs and invoice status badges, and it carries a processing fee of 0.8%.
What Invoicing Changes Does the Release Add?
The release sharpens invoicing clarity so clients and integrators can read payment details at a glance. Paid invoices now show clients their own payment-method details, and invoice summaries have been redesigned across digital and PDF formats to break out totals, payments, fees, refunds and balance due. A new QuickBooks Online and Xero filter shows which invoices have been pushed to accounting and which still need to be linked across Purchase Orders, Change Orders and Billing, reducing the risk of duplicate or untracked entries.
How Does Release #100 Upgrade Sales Reporting?
Release #100 improves sales reporting to give integrators clearer visibility into revenue. Opportunities now display an overall total, the Opportunity Dashboard includes subscriptions, and the “won” flow accounts for service contracts and subscriptions alongside one-time project revenue.
The Sales Results module receives the largest set of upgrades: a new default “Total” revenue view that combines project, service contract, subscription and service call revenue without double-counting; new date-range presets; a cleaned-up Lost Opportunities gadget; and a new drill-down Details view that exposes the opportunities, service calls and change orders behind any number.
Sales Forecast gains improvements, including clearer labels, an improved 12-month projection window, corrected tooltips and subscriptions folded into forecast totals.
What Is Hybrid Inventory Tracking?
Hybrid Inventory lets integrators mix Units tracking and Pools tracking at the individual product level instead of choosing one method across the entire catalog. Units tracking creates individual asset records, while Pools tracking follows quantity only, so low-value stock doesn’t require an individual serial number and QR label. The feature builds on Inventory Asset Management, the per-unit tracking solution D-Tools Cloud launched earlier this year.
A new Product Tracking Mode lives on the product itself and can be switched individually or in bulk. A change-guard dialog protects data integrity by blocking any mode switch while a product has assets or quantities allocated, checked out or reserved, and it explains why. Nearly every inventory workflow now handles both modes side by side, including checkout, check-in, stock transfers, quantity adjustments, service-call allocation, bulk updates and project-item reservation, with color-coded pills marking the distinction. CSV import and export support mixed catalogs in a single file.
What’s New in the Interconnect Diagrams Module?
The Interconnect Diagrams module becomes more branded, flexible and production-ready for client-facing documentation. A new customizable cover page provides a reusable, editable first page for project documentation, the Title Block Editor gains a dedicated canvas toolbar, and a new Title Block Manager centralizes creating, editing, sharing and defaulting title blocks account-wide.
Users can now create multiple distinct wired connections between the same two devices, and a new Connection View scopes a diagram to specific systems and locations for focused AV and network documentation.
Diagram exports use a standardized filename format across PDF and PNG, and proposals can open Plan View diagrams with the correct title block already applied, directly from quote and opportunity attachments.
What Does the New Status Page Offer?
The new public status page at status.d-tools.cloud gives customers real-time visibility into the health of D-Tools Cloud applications, APIs, integrations and document services. The page displays live operational status for each core service area, 90-day uptime history and a full incident and maintenance log. Customers can subscribe to receive notifications by email, SMS, Slack or Microsoft Teams the moment an incident is created, updated or resolved.
When Can Subscribers Get Release #100?
Subscribers can get D-Tools Cloud Release #100 now, as it’s available to all D-Tools Cloud subscribers.
