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SIX 2013 Documentation
SI Documentation (v20)
SI Documentation (v19)
SI Documentation (v18)
Contact Support
Integrations Support
D-Tools Forum
Download Links
Custom Reports
SI Documentation (v17)
SI Documentation (v16)
SI Documentation (v15)
SI Documentation (v14)
SI Documentation (v13)
SI Documentation (v12)
SI 2018 Documentation
SI 2017 Documentation
SI 2016 Documentation
SI 2015 Documentation
SIX 2013 Documentation
SI5 Documentation
FreeTools Documentation
AI Integrations
User Guide
Administrator Guide
DT Connect
Getting Started
Knowledge Base
Multiple Language Reports
Support Options
User Guide
Site Map
Introduction
Getting Started
Catalog
Projects
Reports
Clients, Contacts, and Vendors
Service Orders
QuickBooks
Calendar
Tigerpaw Export
Mobile Quote
Site Map
Videos
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SIX 2013 Documentation
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Site Map
Table of contents
Overview
Overview
This is a hierarchy of the pages contained in the SIX 2013 Documentation guide.
Home
SIX 2013 Documentation
Administrator Guide
Environment
Hardware/Software Requirements
Installing SIX
Revision 2 (R2) Release Notes
Installing the SIX 2013 Server
Installing the SIX 2013 Server
Configuring the SIX Server
Installing a SIX 2013 Client
Installing a SIX 2013 Client
Connecting to the SIX Server
Registration
Updating SIX
Upgrading from SI5.5
Upgrading from SI4.6
Installing Visio
End User License Agreement (EULA)
Setup
Quick Setup
Control Panel
Application
Company Information
Users
Create User
User Groups and Permissions
Mobile Devices
Application Settings
Catalog
Manufacturers
Categories
Category Types
Phases
I/O's
Head Ends
Tax Settings
Wire Settings
Product Price Types
Product/Labor Custom Fields
Project
Project Settings
Projects Folder
Locations
Systems
Project Progresses
Order Statuses
Contract Percentages
Project Custom Fields
Project Number Format
Component ID Format
Price Settings
Price Adjustments
Mobile Quote Settings
Service Order Progresses
Report Settings
QuickBooks Settings
Server
Drawing Add-Ins Manager
Create Users
Backup/Restore
Scheduling Backups
Getting Started
User Guide
Introduction
Getting Started
Catalog
Product Explorer
Products
Equipment
Speakers
Wire
Bulk Wire
Adding Products
Downloading Products
Downloading Vendor Products
Request Data
Import Products
New Button
Cloning Products
Editing Products
Edit Button
Export Products
Mass Update
Price Rules
Creating Price Rules
Accessories
Mass Update Accessories
I/O's
I/O Studio
Snippets
Viewing Products
Custom Layouts
Queries
Quick Filter
Deleting Products
Find Usages and Replace
Labor Explorer
Labor Considerations
Labor Items
Labor Item Fields
Viewing Labor Items
Adding Labor Items
New Button
Cloning Labor Items
Editing Labor Items
Edit Button
Deleting Labor Items
Package Explorer
Packages
Package Fields
Package Groups
Viewing Packages
Adding Packages
New Button
Clone Package
Editing Packages
Edit Button
Package Items
Deleting Packages
Accessories
Projects
Project Explorer
Creating Projects
New Project Wizard
Clone Projects
Import Project
New Project from Template
Editing Projects
Managing Projects
Check In / Check Out
Revisions / Change Orders
Compare Revisions
Create a Revision
Managing Revisions
Project Editor
Adding Items to a Project
Add Button
Clone Items
Download Button
Drop Zone
New Button
Miscellaneous Items
Alternate Products
Compare with Catalog
Cover Page Image
Delete Items from Project
Editing Items in a Project
Assign Locations and Systems
Update Similar
Update To/From Catalog
Import/Export Products
Optional Items
Scheduling Editor
Creating a Task
Creating a Work Order
Completing a Task
Editing the Project Schedule
Gantt Chart
Scheduling Reports
Scope of Work
Split Wire
Visio Interface
Creating a Visio File
Adding your Company Logo
Creating a Line Drawing
Creating a Plan Drawing
Creating a Schematic Drawing
Creating an Elevation Drawing
Creating Custom Templates
Insert Drawing Pages
Paste Special
Product Tree
Visio Shapes for SIX
Line Shapes
Elevation Shapes
RealPic
Plan Shapes
J-STD-710 Plan Shapes
Schematic Shapes
Wire Shapes
Create Graphic Line Ends
Annotation Shapes
Assign Categories to Shapes
Manage Category Assignments
Assign Product and Category
Assign Shapes to Categories
Manage Shape Assignments
Change Shape
Generate Side View
Import/Export Stencils
Insert Alternate Shape
Link to Product (Visio)
Location and System Shapes
Lock Stencil
Selection Settings for Shapes
Shape Display Settings
AutoCAD Interface
Creating an AutoCAD File
Creating an Elevation Drawing
Creating a Line Drawing
Creating a Plan Drawing
Creating a Schematic Drawing
Paste Special
Locations
Sample Projects
Reports
Stock Standard Reports
Avery WalkThru - 5263
Brother Wire Label Printer
Customizing Brother Wire Templates
Check List Reports
Contract
Cover Page
Detail Cost Summary
Gross Profit
Line Item Detail
Line Item Detail With Margin
List Blank Items in Project
Location Summary
Pick List
Project Contact Information
Project Hours
Project Summary
Proposal (Equipment and Labor Price)
Proposal Reports
Proposal Reports (Install Price)
Proposal Summary
Purchase Order Request Reports
Rack Specifications
Scope of Work Document
System Summary
Wire Checklist
Wire Connections
Wire Connections Terminal Count
Wire Label Reports
Wire Terminal Count
Running Reports
Foreign Currency
Managing Reports
Import/Export Reports
Report Categories
Report Definitions
Report Groups
Report Themes
Creating Custom Report Themes
Excel Reports
Stock Excel Reports
Equipment Usage
Excel Wire Connections
Install Hours By Month
Payment Schedule
Report Designer
Standard Report Designer
Data Explorer
Sections
Dynamic Headers/Footers
Order Reports Designer
Custom Report Examples
Customizing the Contract Report
Customizing the Wire Label Reports
Excel Report Wizard
Manually Create Excel Reports
Additional Reports
Proposals Sorted by Priority
Clients, Contacts, and Vendors
Clients
Adding Clients
Client from Contact
Import Client(s) from Outlook
Import Client(s) from QuickBooks
New Button
Deleting Clients
Editing Clients
Contacts
Adding Contacts
Contact from Client
Import Contact(s) from Outlook
New Button
Contact Groups
Deleting Contacts
Editing Contacts
Vendors
Adding Vendors
Import Vendor(s) from Outlook
Import Vendor(s) from QuickBooks
New Button
Deleting Vendors
Editing Vendors
Service Orders
Creating a Service Order
Service Order Reports
Completing a Service Order
QuickBooks
Setup
Create QuickBooks Items
Bulk Creation
Creating QuickBooks Items from Estimates
Map to Existing QuickBooks Items
Sync To/From QuickBooks
QuickBooks Estimate
Create QuickBooks Estimate
QuickBooks Purchase Order
Create QuickBooks Purchase Order
Change Orders to QuickBooks Estimate
Calendar
Tigerpaw Integration
Mobile Quote
Introduction
Hardware/Software Requirements for Mobile Quote
Installing the Mobile Quote App
Registration
Registering your Mobile Quote Licenses
Register your iPad®(s)
Syncing iPad® with SIX Server
Settings
Creating a Quote
Mobile Quote Explorer
Create Project from Quote
FAQs
Videos
Knowledge Base
Blurry CAD File
Can't Drag and Drop Images
Cannot open SystemIntegratorCache.sdf
Can I combine Reports?
Can I print my Projects list?
Can I set up multiple companies?
Can I turn off pricing on Proposals?
Can I work remotely?
Could not connect to QuickBooks
Crash Error - Referencing the Temp Folder
Crash Error Importing SI5 Reports
Does SIX work with QuickBooks Online?
Do I need a dedicated server?
Error 128 When Saving Visio File
Error Reading Account List
How do I change my Server folder?
How do I change the picture on a Proposal?
How do I draw card-configurable equipment?
How do I manually move my SIX Server?
How do I move my SIX Server?
Imported SI5 Reports Look Weird
Import file does not contain...
Parent and Child Types Must be of Same Type
PhaseItems Error - Legacy Reports
Project(s) Not Reflecting Setting Changes
QuickBooks Item Number Tips
Save as PDF from Visio - Display Issue
SI4 - Updated Files
SIX Server Currently Unavailable
SQL Server Connection Failure
Two SIX Icons Displaying
User Permissions Did Not Update
Visio 2010 License Activation Error
Visio Rack Shape Looks Weird
Visio/AutoCAD not Linked to SIX
What/Who is a SIX Administrator?
Zero Dollar Value on Reports
Support Options
Site Map
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