System Integrator v22

New multiple signatures & countersign capabilities ensure that 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.

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. 

Automatically assign resources to projects, tasks, and service orders. 

Now includes 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.

Features

• Add Roles to checklists and when creating a Gantt view from a checklist with roles auto assign resources to planning tasks based on roles in project
• Add lag to Gantt View predecessor tasks
• Setting to remove predecessors on planning tasks when planning task is marked as 100% complete on Gantt Chart
• Add a read-only Successors Column to Gantt View

New custom cover pages and the ability to add more detailed scopes of work in proposals. 

Features

• Add a new report parameter to displaying scope of work in stock line item detail and proposal reports
• Allow for Cover Page Image per Client
• Improve Location Summary and System Summary Report pricing sections
• Add ReportUtility method to get items based on location, system, phase and category
• Updated to Active Reports 18

Gain greater control over project costs with the ability to lock or unlock individual model/unit costs within change orders. 

Features

• Allow project change orders to be locked and unlocked
• Add Price (without tax) and tax columns to Revision and Change Order views in Project Explorer
• Allow Change Order Number to be Edited
• Add Settings to Lock Name (Manufacturer/Model/Package Name) and/or Unit Cost for approved project items
• Lock and Unlock Change Orders using API

Export purchase order receipts directly to QuickBooks Online as bills. 

Features

• Allow for multiple QuickBooks Online companies to be connected at once and set one as default
• Export SI Purchase Order Item Receipts as QuickBooks Online Bills
• Option to create "sub-Jobs" in QuickBooks when creating jobs
• Support the QuickBooks item name limit up to 100 characters when connected to QuickBooks Online company

View previous versions of documents with the option to delete or replace them with current versions, ensuring that everyone has access to the most up-to-date information.

Features

• Display Previously Published Reports/Files on Mobile Install for Tasks and Service Orders with option to delete
• SI now tracks the installer who updated tasks, service order, or time sheet in Mobile Install and send appropriate notifications
• Improved Sync from Mobile Install to SI (track field level changes and update only changed fields)