Improve Operating Efficiency and Profitability on Every Project
D-Tools System Integrator (SI) is a robust end-to-end solution that streamlines critical business processes for larger projects – including sales, system design, documentation, installation, and field service management.
D-Tools Cloud to System Integrator Integration:
D-Tools Cloud users can send accepted quotes over to System Integrator for detailed engineering drawings, project management, and service.
This integration equips sales teams with D-Tools Cloud’s next-generation CRM and multimedia quoting, while engineering, project management, and service teams can leverage SI’s award-winning system design, installation, back office management, and on-going servicing capabilities.
See What’s New in D-Tools System Integrator (Version 20):
Available now SI Version 20 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 to D-Tools
System Integrator Software
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:
