Details
This page lists the feature set for SI 2015.
Mobile Install
- Publish tasks and service orders to a web portal powered by the D-Tools Cloud that can be accessed by field installers on any web enabled device.
- Field installers can track install time, completion status, take photos, add site items to service orders, update item install status and serial number for tasks on the web portal.
- Update tasks and service orders in SI 2015 from changes made in Mobile Install.
- Send project documents and reports to field installers.
Scheduling
- Tasks Explorer –new view of all project tasks.
- Full read/write calendar.
- Send tasks and service orders to Google and Hotmail calendars.
- Improved resource management – view resource hours, resource conflicts, view schedules by client, project and date range.
- Costs and Billing address added to Service orders and sent to QuickBooks estimates.
- Tasks and Service Orders have custom layouts
Catalog
- Alternate products can be defined for catalog products
- Price rules improvements – Margin and Markup added to price rules
- Select fields to search on for Products and Labor
- Improved mass update for accessories “Prompt” and “Recommend”
- Review and rate products
Projects
- Track project history of check ins and check outs
- Add category to project files
- Add 4 custom fields to projects (total 14)
- Clone Project revisions as a new project
- Clone project files (drawings)
- Send selected project files to a zip or MS-Outlook
- Include additional fields in project search
- Display project tasks and service orders for selected project in project explorer
Project Editor
- Improve Component ID management – Define separator, number of digits and start number
- Contract payments can be fixed amounts or percentage
- Export wire connections for label creation in mail merge software
- Default Price Rule – a project can define a default price rule when adding products
- Mass Update Install fields
- Replace products allows you to maintain wire length, head end and labor hours
- Display total installation price of selected products in Project Editor
- Update from catalog to indicate unapproved and discontinued items
Drawings
- AutoCAD 2015 supported
- Improved Visio stencils and AutoCAD blocks
- Blank ports to separate port groups in Visio schematic shapes
- Visio shapes can add a smart callout shape to display any project item field
- Visio location and system shapes are containers and can move child shapes
- Improved Visio templates with specific title block sizes for each page size
- Project setting to display company logo in title block in Visio
- Project setting to paste shapes as new or clone or alternate
- Allow multiple shapes and blocks to be selected for ‘Insert Alternate’ or ‘Change Shape’ functions
- Shapes and blocks can be linked to a new or existing product
- Project Editor has a filter for connected and disconnected wire
- Change shape from one wire to another maintains wire connections in Visio
Reports
- Report setting to display alternate item prices in aggregate
- Report setting to display optional items in project subtotals on proposal reports
- Sync server reports and stencils/blocks on SI startup with a setting
- Allow Group Report Settings to be set on a per Report Group basis
- Report parameter on Install Price Proposal reports to show labor for each group (location/system)
- Report parameter to "Hide Manufacturer" to Proposal reports
- Add permission for Run/View Client reports
- Standard Report Designers to run in their own EXE
- Allow deletion of multiple server reports
- When exporting a report to PDF, Excel, RTF, etc., fill in the name of the file with name of project and Revision
- Add option to not print the letter abbreviations on Brother labels
- Add Option to show "Full Location Name" in brother label
- Update bPac SDK (Brother Label) to support Windows 8
- Vendor Name List in Report Filter
- Add Project Default Price Type to reporting schema
QuickBooks Integration
- Track inventory of items from QuickBooks
- Track Order Status of items on purchase order from QuickBooks
- Add ability to group by Locations or Systems or Phases in QuickBooks Estimates
- QuickBooks Settings to customize item names for adjustments
- Add ability to transfer the Notes field for a Project and Service Order to QuickBooks
- Create vendors when creating Items in QuickBooks
Clients and Contacts
- Add Inactive to Clients and Contacts
- Export clients, contacts and vendors to CSV
- Import contacts for selected client only in projects and service orders
- Improve search fields in clients, contacts and vendors
General
- Add Inactive field to users
- Category and subcategory have type ahead ability
- Allow users to customize separator for CSV export
- Display count of selected items in all explorer