In this webinar recording we cover the new features and enhancements in the latest version of System Integrator that released earlier this month.
Among the enhancements in SI V22 are:
- Customer Portal Enhancements, including multiple signatures & countersign and expanded notifications. This ensures all relevant parties can sign off, streamlining the approval process and reducing delays. The ability to counter-sign enhances trust and legal compliance, providing a robust framework for documentation.
- International Pricing localized for Canada, UK, Australia/New Zealand. This update ensures that pricing is automatically adjusted for these regions, reducing the risk of errors and making your proposals more competitive and relevant in international markets.
- Gantt Chart Enhancements that include a new Successors Column to better manage task dependencies, and the ability to add lag times to tasks for more realistic scheduling and resource planning.
- Reports Improvements such as custom cover pages and more detailed scopes of work in proposals.
- Automated Resource Assignment that enables users to automatically assign resources to projects, tasks, and service orders.
- Change Order Improvements allow users to gain greater control over project costs with the ability to lock or unlock individual model/unit costs within change orders.
- QuickBooks Improvements that include the ability to export purchase order receipts directly to QuickBooks Online as bills.
- Mobile Install Enhancements allow users to view previous versions of documents and have the option to delete or replace them with current versions, ensuring that everyone has access to the most up-to-date information.
- SI Homepage Customization for setting a custom URL for quicker access to key resources.
