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Solutions – A combination of products and multiple packages can now be created to present in a solutions-based sales approach. Often referred to as “room types”, integrators can go beyond packages, which enables significantly faster estimation and a better presentation to the client for medium to large-scale projects.

Mass Update Projects

Mass Update function added in Project Explorer facilitates changes across projects.

Required Setting options for New Project Wizard 

New Project Wizard settings allow users to create and set required fields, helping enforce standardization.

New Custom Fields settings

Custom fields for products and projects can be re-ordered and filtered to only show fields in use, reducing clutter and possibility of error.

Task and Service Order Reports

Task and Service Order reports now have options to display actual resource hours and/or time sheets from Mobile Install for better project reporting.

Editing Enhancements

Ability for multiple purchase orders/tasks/service orders/service plans to be open for edit at one time enables users to work more efficiently.

20 Additional List-type Custom Fields

20 additional list-type custom fields are available in projects for greater flexibility.

Mobile Install Enhancements

Additional product identification in Mobile Install, including OFE and non-billable products, improve efficiency for field technicians.

Improved Color-coding

Improved color-coding capabilities for owner furnished equipment (OFE) and non-billable items throughout the SI interface enables users to quickly identify these items.

Re-designed Ribbons

Re-designed ribbons improve the user experience throughout the application.