Enable Multi-Office with publication and subscription servers*

Sync catalog products, labor items, and packages from the main office to the child offices

Sync catalog settings, project settings, and application settings from the main office to the child offices

Email SI Admins on Multi-Office update failures in subscription servers

Increase Available Custom Fields for Items (Products, Labor Items, and Packages) to 75 (earlier 26)

Allow for Partial Approval of projects. On approval, some project items can be marked as approved, and remaining items added to a pending change order

Project templates are editable and can be checked in and checked out. Project templates can store checklists, submittals, and Gantt views

Project Rule to enable Change Orders to have their own payment terms on project approval. Default payment terms can be set for change orders in the payment terms settings

Change Order numbers to have a customizable prefix. Change Order Number prefix can contain Project Number and Change Order Type

Add RTF Editor to SI for scope of work editing (as a replacement for WordPad and Word)

Add User Group Permission for Edit Cost and Edit Price (Catalog and Projects)

Expand permissions for “Project Settings”, “Catalog Settings”, and “Application Settings” to specific permissions for each setting

Move some application settings from user-stored to server-stored in the Company Information dialog, like Labor Hours format, Sync stencils and blocks, Sync custom reports, and Mobile install prompts

Move Price Settings from user stored to server stored with permissions

Allow Project Settings, Project Item Validation Settings, and Time Sheet Validation Settings to be shared with all users with permissions

Add "Inactive" setting for Units of Measure

Add Filters for New and Matched to Add From Product Library Dialog

Add a quick filter for user groups in the manage user dialog

Add an option to delete Notifications

Improve sign-in Speed

Add color-coding to Project Status

Allow conversion of Unit-Based projects to Quantity-Based projects

Add Contact Name/Phone/Mobile to Project Explorer fields

Add column in Project Editor "Total Labor Hours" (includes Misc/Mgt/Design sub labor type hrs and multiplies by quantity)

Add project settings to allow users to choose what displays in Project Editor Headers

Add "Add" button to Add Items from Project Dialog

Improve the Quote report to show optional and alternate items with a parameter to hide them

Allow Text Selection in project item editors without checking out the project

Job Cost setting to allow installed labor items to be considered in the actual labor cost

Support Force Undo Check Out for multiple selected projects

Add Project Settings for Project Check Out prompts

Add Project Setting for Get Latest Files

Display Name of Custom Field vs. CustomFieldX when Grouped in Project Editor

Add Permission for editing the Change Order Number

Improve Project Business Analytics speed

Improve the speed of converting to a unit-based project and split the quantity to 1

Add expand and collapse functions for the report list in the report explorer

Add Default Price Type for New Service Orders

Add settings for "Number of digits" and “Start Number” to Purchase Order Number Format Options

Add Filters to Service Order, Tasks, Service Plan, and Purchase Order Custom Layouts

Add Additional fields to "Insert Field" for Task/Service Order Workflow Rules

Add Report Export File Name Formatting Options for Order Reports

Display CreatedOn and UpdatedOn in the Run Reports dialog and the Report Explorer for "Order" Custom Reports

Allow for "Shipment Preference" to be used for the Execute On option "Create" in Workflow Rules

Improve services for Calendar

Allow Cost/Hr to be changed when approving Time Sheets

Add Export Current Layout Option to Time Sheet Explorer

Allow vendors to be created and synced in QuickBooks Online from catalog items

Track Accounting Estimate Number on each service order item, and only add items with no accounting estimate number to existing estimates

Add a Clear option for QuickBooks Estimates associated with Service Orders

QuickBooks Settings to have options to use the Service Order Name and the Service Order Number in the QuickBooks Job Name

Rounding of Unit Cost and Unit Price may occur for Labor Types when exporting to QuickBooks Estimates

Export the SI PO Shipment Preference field to the "Ship Via" field in QBO

QuickBooks Setting "Aggregate Labor Items as one QuickBooks item to display quantity as 1" for service orders exported to QB Estimates

Client CSV Export/Import and Mass Update to support tax fields

Add the Partner Checked On field to the catalog products

Add Partner Set, Partner Updated, and Partner Checked On to project items in Project Editor

Email to SI Admins on vendor partner price update failures

New API endpoints to lock and unlock projects

New API endpoints to archive and unarchive projects

New API endpoint to lock and unlock project status

Update Project endpoint to support passing optional field IDs to update, which allows zeroing out numeric fields or making text fields blank

Add a new field to Change Orders for the original GUID of the project item (when the item is replaced or the item quantity is reduced)

Add PublishedOn to get the project

Reduce API calls for server-side automation

Grand Total Displaying 0 on Change Order Reports

Crash occurs when archiving a project

Update from catalog not adding accessory items

Users with no “View All Projects” permission were not able to view all templates

Add prompt for file name when Add to Project Files is selected in Export Project reports dialog

Project status color is not displaying on project change order BA

Optional items should not be included in Quote report payment terms section

Report filters not working for solutions in project

Included Accessories may not correctly export to QuickBooks Estimate

Custom layout filters are not being applied when opening the task explorer and service order explorer

Add Check for Unit Labor Hours > 9999 when project items imported from CSV

Column Width not being respected in Custom Layouts on Sub-Explorer tabs in Project Explorer

Display Name of Custom Field vs. CustomFieldX when Grouped in Project Editor

Project templates may not sync correctly if created with same client name and project name

Crash may occur when saving an item in a project where 'Partner Set Purchase Cost' is enabled but no vendor is specified

Crash occurs when previewing a custom report & try to export to PDF

Location groups should not expand when adding an item or replacing an item in the project

Scope of work RTF file is not opening when project name had double quotation

Add Location Description field to date for MI Items

Add splitter for comments section in the task editor and service order editor

Refresh should not reset column filters on Task Explorer, Service Order Explorer and Service Plan Explorer

Tool to rebuild wire connections from active Visio page If wire connections on active page and project do not match

SI Home Page may display incorrectly on some machines

Prompt to replace file when adding an existing file to Project files

Change Wording for Project-level Manage Price Types Permission

Improve Copy/Paste Items from revision to project message

Add Spellchecker to RTF Editor

Scope of work may not format correctly when adding snippets

Crash occurs when uploading a document to the customer portal with a project with same change order numbers for internal and external change order numbers

Won date may not populate correctly when changing the system state on project statuses

Linked solutions may not add new items to correct location and system of parent solution

Group background displaying black on purchase order grids

Add signed-in username & email to the project report data source

Additional tax is not included to the payment terms of the contract report

API : Auto Export Project to Integration on Project Check In may not set Integration Ids in project case cause update messages from integration to fail

API : Only one Contact is imported when project is imported from integration when email is missing on contact

Support Additional download page sizes (up to 200) on Add Products from Library

Auto-Refresh Capability for Project Explorer Based on Time Interval

Respect Status color-coding when grouped by Status in Project Explorer

Allow users to deselect large files during project revision creation

New option "Use unit labor hrs and labor types from catalog if unit labor hrs is 0 and labor types are empty" on project item CSV Import and API Project Item import

Update Purchase Order UOM QuickBooks Setting to apply to QuickBooks Online

Support Scansource pricing integration in SI

Allow PD device to be associated to PSE if port utilization is within 100% and class utilization exceeds 100% with a warning

API : Add Avalara Fields to Catalog API Export

Crash occurs when clicking the import for scope of work in RTF editor after copying the current scope of work

Report group description not displaying in project reports groups tab and report explorer

Project Template conflict across Servers with identical template names

Project revision tab displays all columns and loses formatting when project list is grouped by status

Compare and Sync may show price difference where item not in catalog for all fields

Compare and Sync window skips items with cost differences When Unit Cost changes are allowed for approved projects

Space separator not functioning for File Name Format

Decimal places inconsistent on Change Order History view

In the Add Product from Library window the product list changes inconsistently when navigating between pages

Visio link may break after renaming project file

Visio drawing is not working when SI is offline

Publish and Sync Tasks and Service Orders to Mobile Install with custom SI Schedule Status (Requires SI Server Update, please contact D-Tools Support)

Add option to aggregate by count on Find Usages in Projects (ignore cost and price and only aggregate on count)

Labor hour decimal format reverts to HH:MM:SS when project is opened in Visio/AutoCAD drawing

Users are able to modify a new project (via Clone or Create from Template) despite having only the 'Create Project' permission and not the 'Modify Project' permission

Crash occurs when clicking clone after importing csv file in a checklist

Add from Library is slow in Dark Mode

"Look up taxes..." options becomes disabled after enabling/disabling Avalara Integration

Add auto-fit columns to for summary tasks and summary service orders

Tasks and Service Orders may not appear at the bottom of calendar work week view

Save service order prompt should not appear when approving time sheets in Service Order Editor

API : SIItemIdsToDelete not working on approved projects (Update project from Integration should prompt to mark approved items for deletion in a change order)

API : Maintain a consistent LocationId on Project Endpoints

Option to show or hide Schedule Statuses in Mobile Install

Add Date options to Report Export File Name Format in standard and order reports

Project Editor Update Case to also search in Manufacturer Aliases

Sub-grids on Project Explorer, Service Explorer and Service Plan Explorer to persist layouts independently

Add "Do not show me again" option when creating tasks or purchase orders for quantity-based projects

Add a Select All and Deselect All option to Export Reports dialog

Sorting is not working on snippet groups

Auto-Fit All Columns does not auto-fit labor hours column when in HH:MM:SS format

Labor net hours may not save correctly when saved in Package Editor

Custom Layout does not persist when adding project items to Purchase Order

API: Project location list may getting truncated when updating items with locations from integrations

Improve speed of clone project items and project approve

Add Prompt to create new Visio drawing for project when Visio foreground page count exceeds 10 to keep drawing sizes manageable

Error occurs when creating estimate with labor items were both fixed and variable based on labor type and the labor type had a zero price

CSV export current layout is not exporting height, width, depth & weight columns in metric

Do not order field not updating for labor item while doing update order status

Replace function on Quantity Based Approved Projects Items to maintain quantity

Respect status color coding when grouped by status in task/service order explorers

Change display of item count on service plans to include quantities

Update % complete field in Gantt view for project checklist import

Add expand/collapse all to right-click menu in Gantt view

Web option is not working in the item summary view of the project editor

Error when adding rows to checklist

Project change order BA displaying incorrect value for price with tax

Add currency formatting for price with tax and tax columns in project change order BA

Change order payment terms show incorrect value when using fixed and calculated amounts together

Custom layout filters ignored in project explorer for tasks, service orders, purchase orders and service plans

Selected custom layout does not persist in the add products dialog when adding catalog products or labor items

Taskbar icon displaying incorrectly

Payment terms not populating on new project from integration