D-Tools to Demo New System Integrator Features at ISC West 2019

The latest release of D-Tools System Integrator brings new workflow management rules, project notifications and calculated items.

CONCORD, Calif. — D-Tools, a leader in data-driven system integration software, will demonstrate new capabilities to its estimation, design and project management System Integrator (SI) software solution – System Integrator v12 – at ISC West 2019.

Available now, D-Tools SI v12 delivers the following new productivity features:

New Workflow Management Rules

SI’s new workflow management rules enable managers to enforce standards and operating procedures by setting admissible thresholds by which employees must comply, according to the company.

Workflow rules provides checks and balances to help ensure minimum profit margin requirements are being adhered to, large proposals and purchase orders are acknowledged and approved by management before issuance, necessary team members are notified in response to customer needs, and more. Workflows can be configured to trigger an action and/or send a notification based on user-set criteria.

New Project Notifications

SI users can set project notifications to inform internal and external team members of specific project- and sales-related activities such as when a proposal exceeds the stated budget or the profit margin falls below the acceptable minimum, when a contract is approved, when a project requires engineering drawings, when a change order has been created and is ready for review, when tasks have been assigned and more.

Notifications ensure that project stakeholders remain informed so they can adapt, respond and stay on-task as project parameters change. Notifications can be sent to SI users in-app, as well as emailed to both internal and external stakeholders.

New Calculated Product Costs and Labor Items

Cost and sell prices can now be calculated based on user-defined pricing parameters. At the most basic level, this feature allows SI users to calculate a unit cost or sell price of a product or labor item based on some established value and formula. System integrators can also now use a project’s equipment total to calculate project labor, design fees, freight charges or a budget for installation materials.

Additionally, the field labor total may be used to calculate a project management budget, or the project total can be used to calculate pricing for a service contract and more.

In short, SI customers can now apply percentages, mark-ups, mark-downs and other functions to maintain accurate and consistent pricing across projects, according to the company.

You can check out these features during ISC West, April 9-12 at booth 33045.

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