SIX's business management functionality provides powerful tools for project management, project reporting, a service and work order process, work flow management, resource allocation and the ability to track whether products have been ordered and delivered for a particular project.

D-Tools provides a seemless integration with QuickBooks in order to further streamline your business processes and ensure accurate billing for products, labor, and project revision management.

The D-Tools QuickBooks integration allows you to create items in QuickBooks directly from Products/Labor items in D-Tools SIX. These can then be transferred to QuickBooks as an Estimate through our QuickLinks module (sold separately).

Service Orders

SIX's Service Orders feature lets you schedule pure service tasks such as warranty repairs, system maintenance, programming, or diagnostic services. Service Orders can be used to track products that have been sold and need to be repaired, or track services for new clients (where you might not have installed the original equipment.) Service orders do not need to be associated to an existing project, and can be used to track new installs and repairs.

Work Orders

D-Tools System Integrator Professional's business management functionality provides powerful tools for project management, project reporting, a sales and work order process, work flow management, resource allocation and inventory custody control.

Work Orders within System Integrator's Orders and Accounting interface allow you to track labor tasks, installations, and resource scheduling. Consistent use and tracking of Work Orders used in conjunction with System Integrator's project scheduling and resource management tools will help you improve your product-based labor estimates’ accuracy over time.

SIX's Work Order function allows you to assign an individual or group of resources to a particular task or number of tasks. Integration with Microsoft Outlook 2007 or 2010 enables you to send these tasks to your team via email to any Outlook enabled device. Work Orders will allow you to track estimated vs. actual installation hours and run Job Costing reports, create packing lists and run an analysis by project phase.