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Tech Terminal: D-Tools Cloud to System Integrator Integration

The new integration between D-Tools Cloud and System Integrator (SI) is now available, giving you the ability to create new opportunities and quotes efficiently in D-Tools Cloud that can then be pushed into SI. You can also send or present your quotes to your customer...

Tech Terminal: Look Up Tax Rates

Did you know that you can look up tax rates within System Integrator via a direct integration with? When you are working with a customer who is outside of your region, you can quickly find the tax rate to apply to the project. Avalara is a leading provider of tax...

Tech Terminal: GreatAmerica Payment Options on Reports

Whenever a new reporting feature is released, the big question is, “Can I add this feature to my existing custom report?” In this article, we will cover how to add the GreatAmerica Payment Options to an existing custom report.  For this to work, you will need a custom...

Tip of the Month: Payment processing via ProPay is now live in SI!

Per our latest software release and our focus on the new features, this article we will look at the payment processing option now live within SI v13.  This feature enables SI users to set up an online method of payment for all client submissions through the D-Tools...