D-Tools has released the new System Integrator (SI) v23, which introduces multi-office functionality, expanded project and change order management, faster analytics, and numerous new productivity features designed to improve workflow efficiency, reduce manual tasks, and enhance an integrator’s overall workflow.
Key enhancements in System Integrator v23:
- Improved Multi-Office Functionality — SI v23 enables businesses with multiple locations to share settings and catalog data across SI servers, ensuring consistency in product information and operational efficiency across the entire organization.
- Expanded User Permissions — More granular user-group permissions provide executives the freedom to set more restrictive access, giving them greater control over which employees can perform which functions within the organization.
- Faster Analytics — Business analytics speed improvements deliver expedited insights for data-driven decision-making.
- Enhanced Project Management
- Editable Project Templates now include checklists, submittals, and Gantt charts.
- Status Color Indicators in Project Explorer provide at-a-glance project tracking.
- Convert Unit-Based to Quantity-Based Projects to enable greater flexibility in project pricing and billing structures.
- Partial Project Approval: Select which items to approve and the rest are added to a pending change order.
- Change Order-Specific Payment Terms empower you to modify financial terms on a per-change order basis.
- Deeper QuickBooks Integration
- QB Estimate number tracking for Service Orders: Prevents double-ordering of items on extended service orders when syncing with QB.
- Ship To from SI now mapped to the Ship Via field for QuickBooks Online purchase orders, reducing shipping errors.
- Option to use Project Number or a combination of Project Name/Number for the Job Name in QuickBooks when creating Estimates, Purchase Orders, or Service Orders.
- Laying the Foundation for a Dedicated Mobile Install App — D-Tools has introduced an API for Mobile Install, paving the way for a new Mobile Install app for Apple and Android later this year.
With access to the D-Tools Product Library, featuring over 1.6 million products from 340 suppliers and 1200 brands, users benefit from accurate, real-time pricing that reduces manual data entry. Integrations with QuickBooks and other accounting platforms eliminate duplicate entry and minimize human error, further improving efficiency.
SI v23 also includes built-in business analytics tools that provide insight into operational performance, helping integrators refine processes and focus on growing revenue and profits. SI integrates with Visio and AutoCAD for comprehensive system design documentation and offers data-driven estimating and quoting tools that empower integrators to win more business with professional, accurate proposals.
For more information, visit d-tools.com.
