We are excited to announce the latest addition to our service management suite - the Service Opportunities feature. This feature empowers users to create and offer service plans to both new and existing clients, streamlining the process of managing service opportunities and enhancing customer satisfaction.

In response to your feedback and needs for precise time tracking, we have enhanced the feature to date and time stamp the beginning and end of service calls. This update ensures accurate time tracking, helping you streamline your operations.

You can now view and manage all of your payment requests, across all clients, within our new "Billing" tab. Whether its a payment request for a project, service contract or service call, you can view them all within one central location! We will even tell you which payment requests you have to pay special attention to within our interactive payment request summary section.

We are excited to announce our new two way status updates with QuickBooks Online and QuickBooks Desktop! When an invoice is sent or paid off by your client, the status of the connected D-Tools Cloud payment request will automatically update accordingly to either "Payment Requested" or "Paid".

Add extra detail into your drawings with our new rich text editor! In addition to our existing single line text option, you can now add in rich text boxes that contain multi-line text, bullet point or numbered lists, images and so much more!

Customize your quote list view with five new optional columns: Unit Cost, Unit Price, Margin, Markup and Taxable. If you would like to see this information for the items you have added to your quote, easily make these columns visible in the new "Hide/Show Columns" selector.

You can now effortlessly search opportunities, projects, and service items using client site addresses. Say goodbye to hunting through client names and hello to a smarter search experience.

When you decline a change order, the submitter will receive an email and an in-app notification, providing an explanation for the rejection. Stay informed and foster transparent communication!

D-Tools Cloud has partnered with Modus VR to bring you our new "Modus 360" section that can be added to your proposals. Wow your clients with embedded 360 images of past jobs or to give them a realistic vision of the work you will be performing for them on a specific project! For this section, you can customize the title, description and add in as many Modus 360 images as you'd like!

To add a Modus 360 image, go to the Edit view of the proposal, click "Add Section" in the panel on the left, and add the "Modus 360" section. Now you will see the options to change the section title, add a description, and embed code for the Modus 360 image. You will need to select the "Copy for D-Tools" button within your Modus 360 account, and paste the resulting code into this section. This code is specifically formatted to render in your D-Tools Cloud proposal. You also have the option to add multiple images. When multiple images are added, they appear one below the other in the proposal.

Read more about this feature in our documentation center here!

A new permission for Change Order Approval gives you more control of your change order workflow. Now, whether it's an internal or external CO, you can seamlessly approve your employees change orders. Or, decline a change order to allow for corrections or changes before your client sees it. Turning this permission on or off by user is available in the settings with all other permissions.

In addition to various visual improvements that have been made to the service section of the proposal, you can now change the title of this section, add in a custom section description and hide the option for your client to decline a service plan.

Your Service Management home page and Service Call page now feature several new columns. You may now see when the Service Call was scheduled as well as if there are any Next Steps. We've also included a couple additional features to assist you in building out your plans: Automatic Renewals and Equipment/Material Discounts.

Our team has been working hard to deliver powerful upgrades that streamline the process of creating and managing new plans based on your feedback. Some major enhancements include the ability to quickly check what plan features are on other service plans, the ability to copy and change current plan features to pair with new service plans, and the ability to preview service plans to see how they would appear in proposals. Click here for additional information on these enhancements.

Easily collect payment for all stages of your projects! You can now send out payment requests that directly correspond to your project payment schedule. After you create and customize your payment request, you can send it to your client via email or link sharing. These payment requests connect directly to our ProPay, Stripe and CardConnect payment integrations. Once a payment is received, the payment status will automatically be updated and the project owner will be sent both an email and in-app notification. Depending on your accounting integration, these payment requests can even be sent to Quickbooks Online, Quickbooks Desktop or Xero as an invoice.

Effortlessly collect payments for your service contracts by setting up automatic payment requests. Setting up automatic payment requests is an easy, three step process, allowing you to customize your billing schedule, the content of the payment requests and the email that will be sent to your clients. Once set up, your clients will automatically be sent the payment request email on each billing date.

Easily manage your accounting for projects & service by pushing your payment requests to Xero! Simply create a payment request within D-Tools Cloud and then you will see a banner with the option to send this to request to Xero as an invoice. After mapping your client & items, a Xero invoice will then be created that will be linked to your payment request within D-Tools Cloud.

Want to reward your clients for paying their service contract fee in one lump sum? You can now apply a discount to your service plan based on the billing frequency that is selected by your client. To set up these discounts, simply go into "Settings" and look for the "Billing Frequency" tab under the service section. These discounts will then be automatically applied whenever the given billing frequency is set as an option on your quote, and is then selected by your client.

You can now choose to display your service plans within the summary section of your proposals! Simply toggle on "Show Service Plan" and you will see it listed within your summary.

Looking to quickly add images from the internet to items in your catalog? You can now simply copy and paste the image URL and the picture will be added to the item's catalog listing!

Easily view and manage payment requests and calls for your service contracts directly within the associated project! When you go into the service section of your project, you will now see a "Payments" tab where you can view and manage the service contract's payment schedule and even send out new payment requests! You will also see a "Calls" tab, where you can view, manage and create new service calls for this contract.

You now have the power to easily remove the cover section from your proposals! The Multimedia cover section will now function just like any other section, where you can add, remove and reorder it within the proposal editor. This option is perfect for those who wish to hide this section on PDF downloads or for proposals that you wish to keep brief.

Worried that your clients are going to scroll right past their alternate options on a proposal? Never fear, you now have the ability to expand item alternates by default! Simply turn on the "Expand alternate items" toggle in your product section editor menu, and all alternate selections will be expanded by default.

Further customize the summary section of your proposals by editing the "Product" label that corresponds to the total of all the products that have been added to your proposal.

Make your payment requests even more personalized to your client by inserting auto-fill data tags into the payment request message. You can view and select these tags by typing the @ symbol within the payment request message box and then select the one you want to include in your message. These tags will autofill in your payment request preview for final review before sending it off to your client.

Easily manage your accounting for service contracts and calls by pushing your payment requests to QuickBooks Desktop! Simply create a payment request and then go into your QuickBooks Desktop Connector App, where you will see a new tab titled "Payments". Simply select the payment that you would like to send over, make sure that your customer and items are all mapped correctly, review the details and a QuickBooks Desktop invoice will then be created that will be linked to your payment request within D-Tools Cloud.

You now have the flexibility to view your day's project schedule in detail or opt for a broader perspective by accessing the entire month at once. Seamlessly switch between these views to effectively plan your tasks, stay organized, and make informed decisions.

Easily update your schedule by dragging and dropping projects onto different days. Or, scale the project straight in the scheduler to change the start or end times.

You can now create allowances specifically for labor! Easily create and manage your labor allowances within the "Allowance" section of your catalog and then add them to your quote. A labor allowance can serve as either a placeholder for future labor types that you hope to add in, or to represent labor with a specified price but an unspecified amount of time.

Create sub-locations faster and easier with nesting! Drag and drop locations within each other to turn it into a sub-location.

You now have the power to easily reassign the ownership of multiple opportunities or projects at once. Simply go into the list view of your projects or opportunities, select the items that you wish to reassign and select the new owner from the menu in the upper right hand corner of your screen.

Does your company like to give your clients a standard number of days to view a proposal? If this is the case, you can now set a fixed number of days that you want your proposals to be due in after being sent. If set up within the Proposal section of Settings, a due date with the specified length will be automatically applied to all of your proposals. This due date can always be manually changed on the proposal level if necessary.

You now have the ability to customize your email notification preferences for payment requests! Found within the "Email Notification" section of Settings, this will allow you to opt out of payment request reminder emails.

Working within a project is now simpler than ever! The "View BOM" button has been removed from the header and consolidated into a project's left navigation bar along with the Images and Floor Plans being consolidated into the Visual section of the navigation bar. You no longer have to jump back and forth between similar views.

Project description can be found at the top of the BOM section and the Review section can be found in the left navigation bar as it was when BOM was separated. We've expanded item status functionality by allowing you to edit an item's status within the BOM as well as Item Status section.

Easily manage your accounting for service contracts and calls by pushing your payment requests to Quickbooks. Simply create a payment request within D-Tools Cloud and then you will see a banner with the option to send this to request to Quickbooks Online as an invoice. In future releases you can expect to see this process become more streamlined and include two way status updates. This integration works only for Quickbooks Online, with Quickbooks Desktop functionality coming soon.

Customize the display of the service plans being offered on your proposals with our new service section editor menu. Within this menu, you will see options to hide or show specific details of your service plans as well as an option to show your plans fully expanded.

You can now easily add drive time to your service calls and display the associated pricing on your payment requests.

You now have the power to mix and match layouts for your proposal digital presentation and PDF download. Love our classic Multimedia proposal layout but enjoy the condensed look of the Quick Quote or vice versa? Then this feature is perfect for you. Just go into the PDF editor menu on the proposal to select the layout that fits your needs.

Various improvements have been made to the Quick Quote proposal layout including the ability to show item descriptions, responsive formatting, executive summary improvements, display of group total even if item unit price is turned off and various bug fixes.

Once a proposal is accepted, the signed pdf will automatically be saved to your opportunity attachments. This button will persist even if the quote is unaccepted.

Do you need to know if there are items that are ready to be ordered from a particular supplier across all projects? Do you want to create a single purchase order for that supplier? If so, this feature is for you. You now have the ability to create a purchase order per supplier.

You can now easily covert your items to accessories and vice versa. Just select the ellipses menu next to the item and select the conversion that you wish to make.

The dashboard has been reconfigured to help you better focus on your daily tasks and the view that is important to you. And, switching between Opportunities and Projects views is now easier.

Create and sell customized service plans that fit your unique needs. And, track and manage service calls all in one place. Enjoy peace of mind knowing that you can efficiently manage all of your service-related tasks and simplify your business operations!

Further customize your proposal & change order PDF footers with our expanded list of autofill data options to select from. This expanded list now includes your company name, email, phone number and address.

You now have the power to hide the prices of items within packages on your proposals, while still showing the prices of everything else. To enable this toggle, make sure that "Summarize package" is toggled off and "Item total price" is toggled on.

Make your proposal descriptions and paragraph sections a little more personal with data tags! The same autofill data tags that we introduced within emails are now available within the proposal. You can view and select these tags by typing the @ symbol within any proposal text editor, and once you save the text, your tag will be replaced with proposal specific data. You can even add these tags to your proposal templates for instant personalization.

Everyone likes to sell their jobs differently. Some like to sell according to location, others sell by system or category. We have heard demand from those of you who like to sell according to phase and have listened! Within your proposals, you now have the power to group all of your products and labor by the phase that they fall into.

Experience faster and more efficient product selection with streamlined quote building! Easily add products to your drawings or lists with just one click. Say goodbye to time-consuming clicking and hello to a smoother workflow.

In addition to a variety of bug fixes, you will notice some updates to visual quoting. These include changes to the search bar to improve the experience of adding items to your visual quote, as well as a redesign to the toggle that switches you between product and wirepath modes. These changes are the first of many to come over the next few releases!

Optional sets are the perfect solution if you are looking to give your clients a higher level of customization on your jobs. Optional sets are the same as alternate sets, but without a recommended item. On your proposal, your clients will be able to read though all options in the set and select the one choice that best fits their needs. For example, which sound system would you like to add on to this job: good, better or best?

Loving the new "Executive Summary" section featured in the Quick Quote proposal layout? Good news! This section is now available for the Multimedia proposal as well. This will allow you to display location/system descriptions and totals without showing all of the individual items.

You asked and we listened! We have expanded the selection of data tags that you can select from on your emails based off of the top requests from you, our users. These new tags include: project name, opportunity name, quote name, change order name, version number, quote number, project number & change order number.

A few improvements have been made to the replace item feature within the quote. You now can easily specify that you would only like to replace the currently selected item. You can also maintain the old item's price when replacing with a new item.

When searching through your opportunities, you can now type in individual quote numbers and the results will return only the opportunity that contains the specified quote.

You now have the power to make your proposal experience just as unique as your company! In addition to our classic multimedia proposal experience, we now our new quick quote layout. With its minimalistic layout and succinct language, the quick quote layout is perfect for small jobs and repeat clients. You can create and customize templates just for this new layout. Learn more about the quick quote layout here.

Provide your customers with the most up-to-date information by keeping track of when and how often your connected partners update their pricing and product lists. With the new Partner view, you can also see key metrics such as pricing type and availability in your country, ensuring that you have all the information you need to accurately serve your customers.

Your quoting process just got a little easier with our new "Copy Items" feature! You now have the ability to copy all items from one location/system to one or multiple other locations/systems.

Our text editor menus just got a little more colorful! You now have the power to modify the text color or highlight bits of text within any text editor menu. This includes project descriptions, proposal paragraph sections, notes, to-dos and so much more.

You now have 4 different options of how to display your item descriptions on the proposal:

Add more personalization to your proposal PDF exports with our new suite of footer customizations. In addition to the current quote version, date downloaded and page number options, you now have the ability to include the date created or changed, quote number, quote name, customer name, and company website.

Improve your organization and efficiency by staying on top of your tabs in Cloud. Easily locate and access important documents and tasks, and keep your workflow running smoothly.