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SI v21 Cluster [89]

See What’s New in D-Tools System Integrator

Available now SI Version 21 provides new performance-enhancing capabilities to help companies save time, gain deeper insight into project processes, and improve operating efficiency throughout their business. 

Powerful New Capabilities Added to D-Tools
System Integrator Software

Checklist Import/Export of CSV Files

Bulk Data Management: The import/export functionality for checklists using CSV files simplifies bulk data management. This is particularly beneficial for users dealing with large amounts of checklist data, making it easier to update, share, or archive checklist information.

Consistency in Task Execution: The ability to import/export checklists ensures consistency in task execution across projects, reducing the likelihood of errors and improving overall project quality.

Labor Type Improvements for Scheduling

Enhanced Scheduling Precision: The ability to choose specific labor types when adding items to a task enhances scheduling precision. This is crucial for accurately estimating project timelines and resource requirements.

Efficient Resource Allocation: Allowing items to be added to multiple tasks provides flexibility in resource allocation. Users can efficiently distribute labor types across various tasks, optimizing the workforce and ensuring balanced workloads.

Improved Project Planning: The changes in labor type functionality contribute to better project planning by enabling users to assign appropriate estimated hours based on the nature of the tasks.

Dark Mode

Reduced Eye Strain: Dark mode is known for reducing eye strain, especially during prolonged periods of screen time. This feature enhances user experience by providing a visually comfortable interface, contributing to improved focus and reduced fatigue.

Extended Screen Time: With the implementation of dark mode, users are more likely to spend longer durations within the D-Tools SI platform, leading to increased productivity and engagement.

Submittals - File/Link Addition & Reporting

Enhanced Documentation: The ability to add files or links to products, such as spec sheets and installation manuals, streamlines documentation within the D-Tools System Integrator (SI). This ensures that comprehensive information about each product is readily available, facilitating better project understanding.

Efficient File Organization: The new reporting function that links to these files and project files allows for a more organized and efficient way to manage and access documentation. This can be particularly useful during project execution, making it easier for team members to access relevant information.

Streamlined Closeout Process: The feature's extension to closeout documents provides a streamlined process for delivering final documentation to clients. This ensures that clients receive all necessary files, contributing to customer satisfaction and project closure efficiency.

Multiple Labor Types for Products

SI now enables the creation of multiple labor types which can be applied to products in the SI catalog. Time can be associated to each labor type, eliminating the need to create Labor Items as Accessories.

Multiple labor types help account for all of the labor required to effectively install, calibrate, program or commission a specific product, for more accurate estimation, and job cost reporting.

Projects imported from D-Tools Cloud will now import labor from DTC as Labor Types, eliminating the creation of Labor Item Accessories. This makes for a more organized BOM in Project Editor and follows the newly released multiple labor types in SI.

Azure Active Directory Integration

Integrating Azure Active Directory with SI can provide users with centralized user management, SSO, MFA, improved compliance, and scalability. These benefits can help improve security, reduce administrative burden, and ensure that users have the appropriate levels of access to SI.

Calculated Custom Fields for Projects

Added 10 calculated-type (new for SI) Custom Fields for Projects. This allows users to create a set of formulas using numeric fields to create the desired output. By adding custom fields that enable calculations, users can improve the accuracy of their project quotes, designs, and installations. These custom fields can be used to calculate complex formulas and variables, such as commissions, freight, design fees, shipping, etc., helping to ensure that quotes and estimated costs are as accurate as possible. These calculations can be added to reports for improved communication and clarity.

Assigning Multiple Vendors for Products

Allows users to associate more than one Vendor to Products in their D-Tools Catalog with a Purchase Cost. The ability to assign multiple vendors for products can provide increased product availability, improved service levels, and greater flexibility and agility. This can help users avoid delays and backorders when their preferred vendor is out of stock.

Sales and Accounting Management

New integration with QuickBooks Time (formerly T-Sheets) improves job costing and time sheet management that allows users to import timesheets from QB Time.

An improved PO process enables the ability to create purchase orders from service orders.

Project and Field Service Management

Time-saving enhancements to Mobile Install include the ability to display accessories. Accessories can now be matched with the parent products, saving time when looking for accessories. In addition, when creating a new service plan, users can now display archived products, saving time for returning and finding past products from prior projects.

Change order history and reports have improved with more views and the ability to display pending, rejected, or internal change orders, adding more clarity into a project's status for teams and clients.

System Design

Enhanced calculation accuracy with a new PoE (Power over Ethernet) tool for calculating balances of available power and ports for products.

Points can now be project-specific. This helps eliminate clutter in your global list for one-off Points. Save time with new prompts to update similar Points when changed in a Project.

Sales and Quoting Management

Quantity-based Quoting, ideal for security and structured cabling projects, improves application performance while allowing salespeople to develop a scope and budget for large projects in a fraction of time. Projects now support the ability to manage line items (products, labor, packages, and solutions) by quantity, making it easy to quickly price out a system without designing and assigning locations, systems, etc.

Products/items now have a new Purchase Cost field, which improves multi-currency support by enabling users to accurately track the cost for an item in one currency and present the price for that item in a quote in different currency, regardless of currency conversion.

Adding grouping to Price Rules to allow multiple formulas to be applied to Products and Labor Items that execute in the order you choose. This ensures greater accuracy for more complex pricing structures.

Improved Product Search

The new Find Usages feature is a great asset management tool that provides the ability to search across purchase orders and service orders to identify where products have been installed. This feature is particularly useful in situations where a product has been recalled, requires a firmware update, or is becoming obsolete and should be replaced.

Compare and Sync with Catalog feature for project and catalog items guarantees that project items are up to date and accurate. Simplifying updates to/from the catalog helps users discover and fix potential product issues such as price differences, products that not available in the catalog, unapproved/discontinued items, and other project errors.

Serial Numbers Search provides an historical record of an item's location and usage on a project—such as on a purchase order receipt, in a task, or on a service order, based on its serial number— solving potential problems and saving time for project management and service teams.


What’s New in Version 20

Watch the D-Tools webinar recording to see what's new in the
award-winning software for AV integrators, System Integrator v20. 

Explore SI Pricing  Request A Quote › Click Here to Learn More in the SI Wiki

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