Major release of System Integrator (SI v13) delivers critical new features including service plan sales and management, supplier pricing, and enhancements to project management capabilities, drawings, and more.
SI users will have the ability to define, create, sell, and manage Service Plans for new and existing projects, extending the reach of SI. Now, users can manage projects in SI from the initial proposal through the on-going post-completion service relationship. Service Orders will be linked to Service Plans to accurately track estimated vs. actual results, both in terms of hours and dollars.
SI users will be able to create “Allowance Packages” during the bidding process, and then replace those placeholders with actual products after the contract is signed without affecting the project price.
Bundled Wire/Cable Package
A new Bundled Wire/Cable Package option eases specification and enables connections down to the individual conductor. Users can now create a “package” that maintains its own per foot/meter pricing vs. pulling pricing from the items added to the “package”. It is intended for “pre-bundled” cables that are sold with multiple wires within the bundle. We are also working on two new shape concepts: one to account for bundled cable and one to account for pin-outs.
SI users now have access to dealer-specific pricing from select partner brands, making it easier to specify products at the critical design stage of the project, and helping ensure accurate pricing for procurement after the project is won.
AVaaS via Great America
D-Tools has partnered with Great America to offer financing options that will enable SI users to “bundle” in service plans at with their projects and present a single monthly payment to their end clients that includes the products and labor for the install of the product, as well as the service/maintenance agreement. This gives SI users an easy way to start generating recurring monthly revenue and offer “AV as a Service”.
AV-iQ Database Integration
A new integration between D-Tools and AV-iQ provides SI software users with access to a growing, comprehensive library of detailed product information from AV-iQ’s database of products, ensuring data integrity throughout any project’s workflow. When used together, this vital product and engineering data helps users quickly and accurately find, select, and use that detailed information for their proposals and project documentation.
- Multi-conductor Cable Termination – New finish wire shape provides pin-out termination functionality (coming late October)
- Mobile Install Enhancements – Ability to publish products and labor from your catalog to MI for use as Site Items
- Change Order Enhancements – Ability to delete items but retain accessories, pricing, and labor
- Purchasing Enhancements – Ability to use bar code scanner to quickly add serial numbers and MAC addresses when receiving items
- Bar Code Scanning – Collect and validate product data, and sync with projects upon item receipt
- …and so much more.