D-Tools System Integrator 2018 R2 Update Delivers Workflow Management and Notifications Capabilities for Improved Operational Efficiency
CONCORD, CA — January 18 2019 — D-Tools, Inc. will demonstrate new enhancements and features to the company’s award-winning on-premises System Integrator 2018 (SI 2018) solution – the most widely used and comprehensive estimation and budgeting, design, and project management software in the world – at Integrated Systems Europe (ISE 2019), Custom Home Europe stand 1-N80.
Specifically designed to fulfill the diverse needs of systems design and installation firms, SI 2018 ties project workflow into a singular, data-driven, connected process that improves operational efficiency for increased profitability. Available for order January 31, 2019, the latest release, SI 2018 R2, offers valuable productivity and pricing enhancements including Workflow Rules, Calculated Items, and more, to help commercial AV and security companies worldwide streamline business processes.
Workflow Rules
SI 2018 R2’s new Workflow rules help business managers maintain control over company standards and processes. Workflows can be set up to trigger an action and/or send a notification based on user-set criteria for the following SI entities: Projects, Purchase Orders, Tasks, and Service Orders. Entities and/or their reports can be locked when a rule is triggered, requiring a user with permissions to unlock them before edits can be made.
Notifications
Notifications can be sent to SI users in-app, as well as emailed, to inform team members of project and sales activities such as when a project’s margin falls below limit, when a project is approved, when revisions have been made, and more, to ensure everyone assigned to the project has the information they need to adapt as the parameters of a project change, and to stay on-task as required.
Calculated Product Costs and Labor Items
Users can now easily calculate the Unit Cost and Unit Price values of products and labor items derived from formulas based on a variety of fields within SI. With the unit cost and unit price of product and labor items, SI can automatically calculate overall project items such as shipping, per diems, allowances, and more. This helpful new feature helps managers ensure product and labor costs remain consistently accurate and within budget.
Mobile Install Enhancements
Documents and site images added to Mobile Install can now be synced to SI, providing centralized storage of project files.
To discover how D-Tools can deliver profound visibility, insights, and results, visit D-Tools in Custom Home Europe stand 1-N80 or sign up now for a free, personal online tour by visiting http://d-tools.com/