System Integration (SI) v23 was released on 4/17/2025.
Video
Multi-Office
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
Major Features
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)
Catalog
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
Projects
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
Service Orders, Tasks, Purchase Orders, Service Plans
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
Time Sheets
Allow Cost/Hr to be changed when approving Time Sheets
Add Export Current Layout Option to Time Sheet Explorer
QuickBooks
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
Clients
Client CSV Export/Import and Mass Update to support tax fields
Vendor Partners
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
API
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
Hotfix 1
Released 5/5/2025
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
Hotfix 2
Released 5/19/2025
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