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SI v13 Release Notes




Major Features


Service Plans – Define, create, sell, and manage service contracts

Vendor Pricing – Access to dealer-specific pricing from select partner suppliers/vendors

Allowance Packages – Substitute allowances for parts with no impact on price

Bundled Cable Packages – Provides accurate product and labor calculations for bundled cables, new Finish Wire shape functionality in Visio

Add ability to publish products and labor from catalog to Mobile Install to use as Site Items

AV-IQ integration to Add Products from Library



Replace products can maintain shapes and connections on approval of change orders

When approving change order option to retain cost and price of items deleted in change order in a placeholder item

When marking items for deletion in change order give option to convert accessories to parent items

Item Summary in Project Editor has option to increase and decrease quantity

Four new pick list custom fields in projects

Custom Layouts on Project Editor Summary Views

Add Custom Fields to Add Accessories dialog and ability to choose columns to display

Allow for Split Bulk Wire to be used in Approved Projects

Option to convert costs and prices based on changes in currency rates when changing currency rate in project

Allow Report Groups to be linked to Quick Reports buttons with ability to rename buttons

Project Number Format to allow for no prefix and blank separator

Add parameter to Purchase Order Request reports to Exclude Items Marked for Deletion

Add a Notes field to Locations and Systems

Add checkbox for Do Not Order in Project Editor and make editable

Add "Hide Item Pricing" parameter for all line item detail reports

Persist last view in Project Editor

Persist Explorers pinned state option on Project Editor

Add "Auto Fit all Layouts" to all views on Project Editor

IP Address 2 added to project and task items

Purchase Orders


Labor Items, Bundled Cable, and items within Allowances can be added to purchase orders

Add Tracking Number and sync to projects

Item Receipt Improvements to enter Serial Number and MAC addresses for each item and sync to projects

Item Receipt Labels report

Update from vendor portal when purchase order opened



Setting to overwrite SI PO Numbers with QuickBooks PO Numbers

Add mapping for Other 1 and Other 2 fields for QuickBooks Desktop Estimate line items

Transfer Client PO number and Sales Rep to QuickBooks Desktop purchase order

Settings to not allow special characters to be transferred to QuickBooks

Improve speed of connection to QuickBooks desktop remote QBW files with cache of connection

Implement OAuth2 for QuickBooks Online integration



Workflow Rule filter to "Notify resources on project with roles"

Workflow Rule filter to “Notify any resource with a role”

Allow Price Rules to be applied on CSV import of Products

Install SQL Server 2017 as the default SQL Server for fresh installations

Improve speed of SI server backup and restore

Export Task and Service Order to ICS format

Setting to automated export to integrations

Allow multiple Price Types to be used in PSA pricing update

Add "Inactive" to Mass Update for Clients and Contacts

11/4/19 Client Update


This was a Client-side only update and it has the following features/bug fixes.




Ability to clone User Groups

Option to maintain custom fields when replacing products

Sync Part Number between SI and QuickBooks Online

Setting to transfer Project Number to QuickBooks Desktop ‘Other’ field

Setting to cache the QuickBooks Desktop connection for faster connections to remote QBW files




Export to PDF in Visio has incorrect page size when display scaling more than 100%

Adding "Long Description" to Project Layout crashes SI

Import CSV is not updating the project item custom field values

Project Cost value is incorrect in some management reports when use tax is used to calculate margin in project.

Product cost does not display for allowances with use cost from items in the item summary view

Cloned Allowances do not populate Package ID

Project created on date may change when project checked out

"Use Cost from Items" should be editable for approved Allowances

Add Change Order Number to Notifications/Emails

When running reports for Selected Items in Compare View, incorrect items display in report

11/20/19 Server Update




Allowance and Bundled Cable with no items are deleted from catalog when either manufacturer, category, or products are deleted in the catalog

Save service plan can fail after manually changing a service plan number

12/10/19 Client Update




Integration with GreatAmerica for financing options in projects

Allow users to accept card and check payments using ProPay in Customer Portal

Pinout Shape in Visio

Wire Run Shape in Visio to estimate wire length and apply length to wires

Allow for items in Allowance to be pushed to QuickBooks

Update Analysis of Hours for Service Plans

Setting to default all products Order Status to a chosen status instead of "unassigned"

Allow multiple archived projects to be zipped and deleted

Display Tax on Service Plan items on Mobile Install

API Integration improvements to send phase labor as line items

Add option to sync all thumbnails




Accessories and Packages Items are not added to a pending change order on update from catalog for approved items

Allow users to delete accessories in Package Editor in Projects

IP Address2 and MAC Address not displaying on Schematic Shapes

Validation Error publishing Service Plan sub reports

Vendor Partners showing as connected after a server reconfiguration

Summary Layouts not maintaining column adjustments in same session

Add clarification to QuickBooks Sync for Descriptions

Changing Currencies not updating Phase Pricing when no items are in project

Labor display name from report setting should applied in the group subtotal and report header also.

Import contact from outlook field mapping issues fixed.

Packages installation prices and labor hours getting doubled for the selected items.

Hide total for Volts in Rack Specification report.

Rack Specifications report should display allowance items

1/13/20 Client Update




Allow for more project custom fields in project number format




SI Visio drawing can take some time to load and can get stuck with “Scan Drawings” for a long time

SI may freeze when replacing a product in the AutoCAD.

Exclude items marked for deletion report definition is not working in the purchase order request report for pending change orders

Assigned change order filter should be enabled for calculated allowances

Fixed labor cost and price are not mass updating in project when labor calculation method is fixed and based on phase.

Purchase Order Receive Item dialog can close after scanning serial numbers

Project total may not show correctly in the select project or pending change order dialog

2/10/20 Client and Server Updates


The Server update is optional and can be applied when you have time. The Client update can be installed on all machines without updating your SI Server.


Client Features and Bugs


Service Plan Hours stock report (new report to display service orders on approved service plan)
Pending vendor partner requests can be removed when opening Connect Vendors Partners dialog
Labor unit price is changed for approved labor item by mass update
Can create products with category type package, allowance and bundle cable
Include Service plan and Great America financing options do not work in report groups on project reports
Remember search/filter options for add items from project dialog in purchase order
Wire connection warning when I/O label or signal or terminal has a space 
Actual hours in service order tab of approved service plan do not update when service order information updated


Server Features and Bugs


Service plan item gets deleted in multiple service plans when deleted from a service plan
Product cost updates for partner suppliers do not account for UOM and do not set UOM for catalog product
Improve delete project speed on SI Server
Offline mode is not working
Automatically clean up server logs over 3 months old

4/7/2020 Client Update



Allow users to map to an existing vendor when connecting to vendor partner
Improve Component ID format to include project fields Project Name, Project Number, Client Name, Client Number and Project Custom Fields 1-8, 11-14, and 27-30.
Add ClientNames, ProjectNames, ProjectNumbers and ProjectResources to Purchase Order report schema
Add ContactMobile as a reporting field for Standard reports



Allowances can be removed when converting Package items
QuickBooks Desktop is removing taxes from deleted items when items are adding to an existing Estimate on Change Order
Labor Item unit price in Package can change when Package saved
Project header installation price includes alternate item price in Package
Export project items to CSV crashes when custom field name matches a group header like description
SI Visio drawing to give warning when opened from a web path like OneDrive or Sharepoint
Change Order tax settings should not display product tax and labor tax fields for a project with “Taxes are set on each product and labor”.
Address not populating in tax lookup for Projects created from template
New Product, Labor and Misc Item to be enabled on Summary Views in Project Editor
System list in random order for Products
QB Item name is not generating for phase labor name with colon
Customer portal accepted document name is showing with word "Hash" when document name had symbol "#"
Minor inconsistency in naming - QuickBooks Estimate Form

6/1/2020 Client Update




D-Tools Cloud Integration- Import Won Opportunities from D-Tools Cloud
Support AutoCAD 2021
Add Unique Product ID to CSV export
Improvements to Update Project API to support update of contacts, resources, custom fields and scope of work




Import CSV is not updating the price when CSV has cost and margin/markup and no price
Crash occurs when deleting an alternate item from packages in project
Visio drawing print date is not updating after printing the drawing
Drawing “Find in Project” function does not find the accessory item when accessories are collapsed
Error occurs in creating non-inventory and service items for QuickBooks Online with income account only
Crash may occurs when inserting PDF background with page name starts with “Sheet”
Crash occurs when importing the project with special characters.
dtr:Calculated in project reports not working for labor Items


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