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System Integrator 2017

For nearly 20 years, and used by more than 5,500 companies around the world in markets including residential and commercial AV, higher education, security, and corporate IT, D-Tools’ System Integrator (SI) is the most widely used, comprehensive, estimation, design, and project management software platform designed to fulfill the diverse needs of systems integration and installation firms. Our solution ties these elements together into a singular, data-driven, connected process that reduces time, helps eliminate errors, and ultimately produces bottom line results. Featuring third party integrations and access to a comprehensive library of manufacturer products, this solution positively effects – and thereby improves – all areas of an integrator’s business.

System Integrator 2017 (SI 2017) is the latest release of D-Tools’ award-winning software platform. SI 2017 adds significant performance enhancements in addition to system design and productivity improvements that enable system integrators to both maximize the efficiency of their business processes and increase profitability. Building new functionality on the architecture of the System Integrator platform as well as expanding on D-Tools’ Cloud infrastructure, SI 2017 also adds powerful business intelligence and visual reporting to enable business owners and management to understand and better perform key functions of an integrator’s business.

What’s New In SI 2017

Solutions

FOR SALES

D-Tools makes it easy to create fast, accurate, professional looking proposals based on actual manufacturer product specifications – install time and labor costs are automatically calculated as products are added to the proposal, helping to ensure that projects are created and estimated with profitability in mind. Learn more >

FOR ENGINEERING

D-Tools allows you to create detailed engineered drawings via Visio and AutoCAD. Because everything in SI is data-driven, you can quickly and easily generate detailed Line, Plan, Elevation, and Schematic drawings by simply dragging and dropping products from your catalog or project file to your drawing surface to create your drawings. Learn more >

FOR PROJECT MANAGEMENT

D-Tools offers complete project scheduling, resource management and powerful reporting capabilities to help ensure that you deliver the job on-time and to budget. SI makes it easy to schedule and assign tasks to your field technicians and installers, communicate those tasks, then update completion status back to the software with our award-winning Mobile Install app. Learn more >

Features

Product Data

D-Tools has a comprehensive library of manufacturer product specifications – model number, images, descriptions, dimensions, MSRP, and more – that drives all project activity.

D-Tools MVP Program

D-Tools MVP Program gives manufacturers a direct connection to the D-Tools user community by providing direct access to current product information for their client projects.

Catalog

The SI Catalog provides powerful tools to help users add, manage and update product information, pricing, accessories and packages – the main components of D-Tools’ data-driven process.

Projects

Projects are at the center of the D-Tools workflow. Assign products and packages to locations and systems to build dynamic equipment lists that drive all project documentation and operations.

Client & Mgmt. Reports

Generate professional client and project documentation. D-Tools provides a number of report templates such as Proposals, Checklists, Gross Profit, Project Hours, and more.

Visio/AutoCAD

D-Tools integrates with Visio and AutoCAD to create detailed engineering drawings. Generate Line, Plan, Elevation, and Schematic drawings quickly and easily via a simple drag and drop.

Purchase Orders

Generate and manage purchase orders for project ordering and stock items. Send purchase orders via email or directly through D-Tools’ Vendor Portal. Purchase orders can be received in D-Tools and also be sent to QuickBooks and TRXio for inventory management.

Scheduling

D-Tools’ company and project calendars enable you to create Install Tasks and Service Orders for any project or resource. Tasks and Service Orders can be moved around the calendar via drag and drop, making it easy to accommodate schedule changes.

Mobile Install

Publish Install Tasks and Service Orders to the D-Tools cloud. Field technicians and installers can access tasks from any web-enabled device. Track status and install time, take site notes and photos, and sync information back to D-Tools project for reporting.

QuickBooks Integration

D-Tools provides a seamless integration with QuickBooks and QuickBooks Online in order to ensure accurate invoicing and accounting for products, labor, and project information – eliminating double data entry.

Business Intelligence

D-Tools can now report critical project and product information across multiple projects, providing a powerful business intelligence engine to drive visual reports for analysis of key performance indicators.

3rd Party Integrations

D-Tools’ API and 3rd party integrations extend the D-Tools platform and allows data to flow seamlessly throughout the project lifecycle – from initial client contact through the ongoing service relationship.