Create purchase orders with products from your catalog and projects
Order unit of measure for products
Receive items on purchase orders
Publish purchase order to Vendor Portal on D-Tools Cloud where vendors can view/accept/reject and comment on purchase orders
Integrate all SI QuickBooks functions with QuickBooks Online
Integrate downloads with Supply Stream
Packages can have a specific price or follow project price type
Merge Price Rules from Catalog and Project for products
Promote revision to give users the option to select which project files to overwrite
Enable Auto Save in Visio and AutoCAD interfaces
Compute Price from Project Items in Miscellaneous Items and Service Order Labor
Add ability to import Locations/Systems descriptions in Insert Drawing Pages and Copy/Paste Project Items
Add ability to round up or down the Price of Products within a Project
Import Locations and Systems to be allowed even when project has locations and systems
Add Discount to Project Price Rules
Improve Price Settings to manage changes on Unit Cost
Import and Export Scope of Work RTF files
Add Option to Update I/O to catalog in Product Editor in Projects
Add Project Setting to prompt user to check-in all projects when closing SI
Change Projects Settings dialog to be better spaced out and arranged
Improve Project History to export changed fields on check in event to PDF and Excel
Project setting to prompt to update similar items
Clone Project and Import Project to split reset Order and Install properties
Increase location description and system description character limit to 4000
Off Page Reference Shape in Visio
Support Visio 2013 file formats - templates and drawings
Set the Print Setup to be proper for each of our Visio Templates
Support VSSX stencil file format in Visio 2013 and later
Add UpdatedOn to Project Items and use field to improve synchronize of shapes with project in drawings
AutoConnect on Visio Line views
Generate Top View option in Visio
Add Business Hours to Scheduling
Add Timeline view to the Calendar
Automatically assign resource and time when creating task or service order from calendar
Sync Mobile Install Status and Schedule Progress
Edit Task and Service Order should refresh any changes data from Mobile Install
Service Order and Task Numbers to have an explicit auto generate option
Add description and contact to Project Tasks
Add IP Address to Task Items
Add Created On field to Tasks, Service Orders and Purchase Orders
Add Project Number to Service Order and Task displays
Prompt to Publish to Mobile Install when date changes on Calendar for published tasks and service orders
Add ability to open Items for edit within a Service Order
Time Sheets - Track and Export Time Entries in Mobile Install
Site Items for Mobile Install Tasks
Improve Start Work and End Work to keep timer running even if page is not active
New Mobile Install Notification for Task and Service Order Publisher to get email on completion
Send Email when a site note is added or edited
Add description to Mobile Install Service Orders
Add Contact and description information to Mobile Install Tasks
Add IP Address to Task Items in Mobile Install
Add option to show or not show pricing on the Approve screen for Service Orders in Mobile Install
Add ability to hide the Analysis tab in Mobile Install
Allow Project Items to be arranged in Proposal Reports
Add ability to export and import Report Groups to File/Server
Company Profile Report - new report to display information on company
Product Details Report - new report to display unique important products in project with a large image
Checklist with Install Status - new report to display install status of items
Line Item Detail (Discount and Net Price) - new report to display discount per item.
Line Item Detail (Unit Price and Total Price) - new report to indicate unit price per item
New "Task Item (Aggregated)" report
Change all reports to Segoe UI font
Add a report parameter to replace Qty field with Labor Hours for Labor Items on Client Reports
Add a report parameter "Hide Summary Page" to our client reports
Add LocationFullAbbrev to Reporting item schemas
Export Report to File dialog to display in Tree with categories
Persist Report Filters for the SI Session
Add a Finish button in the New Report Wizard that becomes active after a name has been entered
Change Project Reports dropdowns to dialogs and persist size
Import Client/Vendor from Outlook should have option to make Company Name the client
Add Inactive to Contacts
UI Improvements
Improve speed of open of Product and Labor Editors
Add Directions option to the Address Editor
Import Clients and Vendors from QuickBooks to work with large lists.
Add "F1" shortcut key to activate Lean More
Add "F3" to our search text on all views
Add Amazon URL to product web links
Add a setting to prompt to update new Signals and Terminals to the catalog in I/O Studio