What's New in SI

System Integrator v23

We are thrilled to announce D-Tools System Integrator (SI) v23 is now live! This latest version includes additional productivity features designed to improve workflow efficiency, reduce manual tasks, and enhance the overall user experience.

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New Features/Enhancement Highlights:

Project Enhancements

We've made a number of productivity improvements around projects in SI.

Project Template Interface – Templates can now be edited and include checklists, submittals, and Gantt charts.

Benefit: Streamlines project setup and ensures consistency in project execution.

Project Status Color in Project Explorer – Provides a visual indicator of project status.

Benefit: Improves at-a-glance project tracking and management.

Expanded Project Explorer Fields – Now includes Contact Name, Contact Phone, and Contact Mobile.

Benefit: Simplifies access to key project details without extra navigation.

Convert Unit-Based to Quantity-Based Projects – Allows flexibility in how project costs and deliverables are structured.

Benefit: Enables seamless adjustments for different project billing structures.

New Check-Out Settings – Set check-out prompts to Prompt/Always/Never.

Benefit: Provides better control over project check-out behavior to fit business workflows.

QuickBooks Integration Enhancements

Estimate Number Tracking for Service Orders – Prevents duplicate ordering of items.

Benefit: Eliminates costly errors and improves financial accuracy.

Ability to Clear Estimates for Service Orders – Removes estimates when necessary.

Benefit: Provides better financial control.

"Ship To" in SI Now Maps to "Ship Via" in QuickBooks Online POs

Benefit: Improves data consistency and shipping accuracy.

Option to Use Project Number or Project Name/Number for QuickBooks Job Name

Benefit: Enhances job tracking flexibility.

Change Order Enhancements

Improvements to the change order process include:

Change Order-Specific Payment Terms – Customize payment terms for change orders separately from the main contract.

Benefit: Provides more flexible financial control over project modifications.

Partial Project Approval – Select which items to approve, with the remainder placed in a pending change order.

Benefit: Enables incremental approvals to maintain project momentum.

Change Order Number Formatting – Added formatting options for numbering.

Benefit: Improves tracking and standardization of change orders.

Multi-Office Functionality

Allows catalog, projects and settings to be shared across multiple SI servers for consistency in multi-location businesses.

Benefit:

Ensures uniformity in product data, settings, and business rules across multiple offices, improving operational efficiency and reducing inconsistencies.

More User-Group Permissions

Expanded permissions provide granular control over user access and functionality.

Benefit:

Improves security and workflow control, allowing businesses to better manage roles and responsibilities within SI.

More Catalog Custom Fields - 75 Total

We've added more text, list, number, date and Boolean fields to the Catalog provide additional customization and flexibility. 

Benefit

Allows for more detailed product catalog customization to accommodate complex business needs.

Built-in RTF Editor

This built-in editor for scope of work and service plan reporting replaces WordPad (which is removed in Windows 11 24H2. 

Benefit:

Provides a modern, integrated way to format and edit critical project documents directly within SI.

 

Service Plan Enhancements

New Custom Layout Filters enable pre-filtering information based on status.

Benefit:

Improves reporting efficiency by reducing unnecessary data clutter.

Time Sheet Enhancements

Expanded export options enable users to export the current layout format in use to a .csv file for third-party solutions.

Benefit:

Simplifies integration with payroll and time-tracking systems.

Check out the SI v23 Release Notes

Our product documentation and release notes detail all of the new features and enhancements included in the release of SI v23. It's a great resource for anyone wanting to dive deep.

Webinar Recording

What's New in SI v22

Check out our webinar recording to see an overview of all the features and enhancements released with SI v22. 

www.d-tools.comhubfssi_v_22_webinar
SI Roadmap

Interested in what we have planned for SI?

Discover what's coming next for System Integrator! Click the link to explore our roadmap and see the exciting new features we're actively working on. Get a sneak peek at what's launching soon, what's planned for next year, and beyond — keep an eye on features you're excited about!
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