Lewis CaliburnD-Tools will debut the largest set of new D-Tools Cloud capabilities in company history at CEDIA 2026, closing the gaps where time and margin get lost between the sales conversation, the warehouse, the jobsite and the back office.
“D-Tools Cloud covers the entire workflow of a job,” says G Paul Hess, CEO at D-Tools. “A proposal can now carry your company brand name without the need for a marketing designer, every inventory unit is tracked from receiving to service and your project data and your QuickBooks accounting finally agree. One platform means more efficiency, and more time to invest on your business, not in your business.”
The following features are already available to D-Tools Cloud customers and will be demonstrated live in Booth #3723.
Quote Assist turns transcripts, emails, voice memos and notes into a scoped project plan and, with one click, creates an editable quote matched to the customer’s Product Library. Users can ask D-Tools answers plain-English questions, such as who owes money and which projects are at risk, using live business data rather than a static report. Both tools make recommendations, while a person approves every result.
Inventory & Asset Management is now available in the D-Tools Cloud Mobile App, turning a phone into a scanner for the warehouse and installers’ vans. Using the camera, teams can scan QR, UPC, EAN and ITF codes, as well as serial numbers and asset IDs, to receive, move, allocate and serialise inventory on the spot. Mobile access creates the same audit trail as the desktop version, with no additional hardware required.
The new D-Tools MCP (Model Context Protocol) Server connects D-Tools Cloud with Claude and ChatGPT, allowing integrators to access their own D-Tools Cloud data through plain-language queries or build custom dashboards. The server is read-only by design, meaning that nothing can be changed, moved or deleted and it only has access to data from the relevant account. Connectors for Claude and ChatGPT have been published and approved for D-Tools Cloud, while a version for D-Tools System Integrator (SI) is in development.
D-Tools will also preview real-time, two-way synchronisation between D-Tools Cloud and QuickBooks Online, allowing changes made in one system to appear in the other without the need to export, import or re-enter data. The feature is available through guided early access, with customers being onboarded individually to ensure each chart of accounts is mapped correctly. QuickBooks Online will be supported first, with Xero to follow.
D-Tools will also preview AI proposal templates ahead of their release. Integrators will be able to describe the proposal they want, including elements such as a cover page, table of contents and about-us page, which will then be built using their own images, colours and fonts. They can also upload an existing proposal and have its look and feel matched. The feature will change the appearance of a proposal rather than its content, leaving pricing, line items and scope untouched. No release date has been set as yet.
Those visiting the booth can also check out Enhanced Sales Reporting for real-time visibility into what’s closing and what’s stalling and improvements to D-Tools’ drawing and documentation tools so what’s designed and what’s quoted stay organised and in-sync.
D-Tools will also showcase recently released capabilities integrators are already using, such as AI-driven SOW generation, margin-logic application and natural-language Product Library search, as well as 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 p.m. in Booth #3723, with 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 is sponsoring the CEDIA Opening Party and the CE Pro All-Star Band, Wednesday, Sept. 2, starting at 8 p.m. at the Cervantes Masterpiece Ballroom.
