In CEDIA Expo booth #3723, D-Tools will debut the largest set of new D-Tools Cloud capabilities in company history, closing the gaps where time and margin get lost between the sales conversation, the warehouse, the jobsite, and the back office.
These features are already available to D-Tools Cloud customers and will be demonstrated live in booth #3723:
- AI-Assisted Workflows — Quote Assist and Ask D-Tools: Now in early access. Quote Assist turns transcripts, emails, voice memos, and notes into a scoped project plan and, with one click, an editable quote matched to the customer’s Product Library. Ask D-Tools answers plain-English questions — who owes money, which projects are at risk — from live business data instead of a static report. Both tools propose while a person approves every result.
- Inventory and Asset Management in the D-Tools Cloud Mobile App: Inventory Asset Management is now available in the mobile app, turning a phone into the scanner for the warehouse and every installer’s van. Using the camera, teams can scan QR, UPC, EAN, and ITF codes, serials, and asset IDs to receive, move, allocate, and serialize inventory on the spot. The mobile access creates the same audit trail as the desktop, with no additional hardware required.
- D-Tools MCP Server — Now Connecting D-Tools to Claude and ChatGPT: A new MCP (Model Context Protocol) server lets integrators point Claude or ChatGPT at their own D-Tools Cloud data and get plain-language answers or build custom dashboards. It is read-only by design: nothing is changed, moved, or deleted, and it sees only that one account’s data. Connectors for Claude and ChatGPT are published and approved for D-Tools Cloud; a version for D-Tools System Integrator (SI) is in development.
Previews of Upcoming Features
- Two-Way QuickBooks Online Sync: D-Tools will preview real-time, two-way sync between D-Tools Cloud and QuickBooks Online, so a change in one system shows up in the other with no export, import, or re-key. This feature is available through guided early access, onboarding customers one at a time to get each chart of accounts mapped correctly. QuickBooks Online is first, with Xero to follow.
- AI Proposal Templates: D-Tools will also preview AI proposal templates ahead of release. Integrators describe the proposal they want, such as a cover page, a table of contents, an about-us page, and it’s built using their own images, colors, and fonts. They can also upload a proposal they like and have its look and feel matched. The feature changes how a proposal looks, not what’s in it…pricing, line items, and scope are untouched. No release date has been set.
Also getting a first live look in the booth: Enhanced Sales Reporting, for real-time visibility into what’s closing and what’s stalling; and improvements to our drawing and documentation tools so what’s designed and what’s quoted stay organized and in-sync.
D-Tools will also showcase recently released capabilities integrators are already using: AI-driven SOW generation, margin-logic application, and natural-language Product Library search; the native D-Tools Cloud mobile app for schedules, tasks, and jobsite details; and Interconnect Diagrams, for mapping device connectivity by system, phase, or room, tied to the BOM and Product Library.
D-Tools Booth Activities and Events
- D-Tools Happy Hour: Thursday, September 3, from 2:00 PM in Booth #3723 — refreshments courtesy of Somfy.
- Plinko Challenge: At the Happy Hour, attendees can win a share of more than $13,000 in prizes from D-Tools’ i3 Partners: AiSPiRE, eero, Faradite, K-Array, Modern Forms Smart Fans, NICE, Panamax, Severtson Screens, URC, Vanco, and Wall-Smart.
- CEDIA Opening Party Sponsorship: D-Tools sponsors the CEDIA Opening Party and the CE Pro All-Star Band, Wednesday, September 2, starting at 8:00 PM at the Cervantes Masterpiece Ballroom.
For more information, visit www.d-tools.com.
