D-Tools has announced the release of System Integrator (SI) v23. This latest version of D-Tools’ System Integrator platform 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.
“D-Tools continues to be dedicated to its mission to help system integrators, large and small, run more efficient and profitable businesses with the latest update to our flagship platform,” says Randy Stearns, CEO of D-Tools. “System Integrator v23 builds on the foundation of what has long been viewed as the gold standard in software for the industry by delivering powerful new capabilities, all based on direct feedback from our loyal and trusted user base.”
Summarizing D-Tools SI v23 Improvements
Outlining the updates it has implemented to the latest version of its dealer software tool, the company says SI v23 includes these new features:
Improved Multi-Office Functionality
The company states that D-Tools SI v23 enables businesses with multiple locations to share settings and catalog data across SI servers to help ensure consistency in product information and operational efficiency across the entire organization.
Expanded User Permissions
This software feature provide more granular user-group permissions to offer users the freedom to set more restrictive access to give them greater control over which employees can perform which functions within the organization.
Faster Analytics
D-Tools SI v23 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 D-Tools says, empowers users to modify financial terms on a per-change order basis.
D-Tools SI v23 Deeper QuickBooks Integration
- QB Estimate number tracking for Service Orders—this SI v23 option is designed to prevent 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.
A Foundation for a Dedicated Mobile Install App
D-Tools has introduced an API for Mobile Install, which the company boasts, paves the way for a new Mobile Install app for Apple and Android later this year.
Software Improves Business Efficiency for Dealers
D-Tools SI v23 also offers new capabilities that enhance customization, efficiency, and standardization for security dealers, smart home integrators and commercial AV businesses. By streamlining operations from sales through service, the company asserts SI v23 helps businesses deliver projects with greater accuracy, speed, and financial control.
A key component of the software is access to the D-Tools Product Library, which features over 1.6 million products from 340 suppliers and 1,200 brands, and D-Tools stresses that users benefit from accurate, real-time pricing that reduces manual data entry. The software’s Integrations with QuickBooks and other accounting platforms eliminate duplicate entry and minimize human error, further improving efficiency.
In addition, D-Tools SI v23 includes built-in business analytics tools that provide insight into operational performance, helping dealers refine processes and focus on growing revenue and profits. Unlike any other solution in the industry, the company suggests, SI uniquely integrates with Visio and AutoCAD for comprehensive system design documentation, and the platform offers data-driven estimating and quoting tools that empower integrators to win more business with professional, accurate proposals.
Integrators can find out more about SI v23 by registering for the What’s New in SI webinar on April 22 at 1:00 p.m. EST. The one-hour educational webcast will include a Q&A session.
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