CONCORD, CA (April 27, 2021) — D-Tools, Inc., the worldwide leader in data-driven software for system integrators, today announced the availability of System Integrator version 16, which adds powerful new project and service management capabilities to its award-winning, end-to-end business management solution.
"D-Tools software has been instrumental in our company's success in not only standardizing our day-to-day operations but by positively impacting our profitability," said Ed Ross, Director of Engineering at Fedora Intertech. "The D-Tools team listened to our feedback and requests, and the resulting new service and scheduling enhancements added to System Integrator will help us further streamline our installation and service management."
The SI v16 release offers numerous productivity and time-saving advancements across the application, primarily focused on providing expanded customization and flexibility, resulting in improved workflow for and between the sales, project management, and service teams. These new capabilities will help system integrators deliver a higher level of customer service while at the same time improving operational efficiency and bottom-line results.
Enhancements include:
Service and Scheduling: Custom Fields added to tasks, service orders, and service plans improve communications with installers in the field for more accurate scheduling and servicing. Completely customizable Priority Field added to service orders improves and prioritizes the service flow based on clients’ urgency. Company Holidays block on the company calendar enables teams to better track the availability of installers and field service technicians when scheduling tasks and service orders, or when creating Gantt View charts. Resource calendars can be opened in a dedicated window, enabling drag-and-drop task and service order assignment between windows, increasing visibility and reducing steps to schedule or reassign teams in the field
Color-coding capabilities added in tasks and service order grids improve visibility, enabling users to quickly identify item type and status
Mobile Install: New permissions for Mobile Install provides the ability for lead technicians in the field to edit actual hours, update task, and more, for additional field or service technicians assigned to the same task. Site Items can now be added and approved over multiple days and visits, providing the flexibility of not having to approve the entire task and service order.
Workflow Rules: Custom Fields added to criteria provides the ultimate flexibility for integrators to set up SI in a way that works best for their company and culture. The addition of custom fields and the ability to create workflow rules for all entities enable companies to dial in workflows and notifications for all team members, in the field or at the office. Project date fields added to criteria provides the ability to send expanded reminders to teams of information such as start dates, close dates, and more. Email Primary Contact for all entities provides the ability to notify vendors when a purchase order is received or changed, or communicates status updates to clients for tasks, service orders, and service plans. Insert Fields functionality added for email messages provides a more customizable SI user experience through the ability to create a templated email for their clients.
Catalog: Increased Price Types from 12 to 50 adds more flexibility options for sales teams to quickly and easily maintain various price levels for products. Add Owner Furnished Equipment (OFE) setting allows sales teams to store and re-use OFE products, minimizing chances of accidentally selling those products and marking them off at the project level.
Projects: Additional columns added to the Phase Summary View for subphases, including base labor hours, base labor cost, and base labor price, create more granularity into labor profits. Ability to exclude items from calculated items provides sales teams with more control and flexibility on the values of calculated items for a customized user experience. Option to automatically round prices when adding items at the project level, along with the ability to round labor, provides sales teams with cleaner bidding and visually appealing numbers. Separate numbering of internal vs. external change orders eliminates number gaps and clearly communicates change order differences for the client. When checking in a project, users can quickly check for photos, documentation, and other files that have been entered manually, and sync them as part of the project file in SI, improving consistency and eliminating double data entry.
Purchasing: Sales teams can now create a Default Shipping Address in the purchase orders setting, reducing the potential of shipping products to the wrong address.
