You can explore the Company Information settings in the Control Panel to define all details about your company. The company information and your company logo will be displayed on SI reports.
To access the Company Information settings, click the following icon.
This will open a form with all the Company Information settings.
The following are the Company Information Settings.
General Tab
On this tab, you can add company details such as its name, address, phone number, contact email, website, and license number. Some other options on this tab are:
Logo
You can drag and drop your company logo image file into the window. Alternatively, you can add your company logo from a saved file by clicking the Add link to browse for your file or the Paste link to paste it from your clipboard. Clicking the Clear link will clear the current logo.
The image you select for your logo will be resized to 200px x 200px, maintaining its aspect ratio. If you use a .png file, it will be saved as a .png. Any other image format will be converted to a .jpeg.
SI Home Page URL
This field allows you to add a URL of your choice to display on the Home tab, instead of our default graphic or Home Page Business Analytics.
You may have set up your own dashboards or notifications website outside of SI that you want to display on the Home Page.
Share Settings
You have the Company Information Sharing setting to specify the share settings.
The default is "Share with all users." This will copy the information to your SI Server so all other users can use it. If you want specific company information on your machine, use the "Use only on this Windows account" option.
Preferences Tab
The following settings are available under this tab.
Labor Hours
Setting | Description |
Display Labor Hours in HH:MM:SS | This will allow you to choose whether to display labor hours in HH:MM:SS or decimal format.
Default value = Yes. |
Mobile Install
Setting | Description |
Publish task to Mobile Install when task saved | The values are "Prompt," Never," and "Automatic."
This determines whether or not you will be prompted to publish tasks to Mobile Install when you save and close a task.
Default value = Prompt. |
Publish service order to Mobile Install when service order saved | Other values are "Prompt," "Never," and "Automatic."
This determines whether or not you will be prompted to publish service orders to Mobile Install when you save and close a service order.
Default value = Prompt. |
Update task from Mobile Install when editing task | This setting will automatically update tasks when they are opened for editing, reflecting any changes made to that task within the Mobile Install interface.
Default value = Yes. |
Update service order from Mobile Install when editing service order | This setting will automatically update service orders when they are opened for editing, reflecting any changes made to that service order within the Mobile Install interface.
Default value = Yes. |
Reports
Setting | Description |
Update custom reports from server | The values are "Prompt," "Never," and "Automatic."
This determines whether or not you will be prompted to update custom reports that have been exported or published to your SI Server.
Default value = Prompt. |
Stencils and Blocks
Setting | Description |
Update stencils and blocks from server | The values are "Prompt," "Never," and "Automatic."
This determines whether or not you will be prompted to update custom stencils (*.vst) and blocks (*.dwg) that have been exported to your SI Server.
Default value = Prompt. |
Use Tax
Setting | Description |
Prompt to remove sales tax when purchase tax applied | This will uncheck the "Taxable" setting on a product if a use tax is applied.
Default value = Yes. |
Settings Tab
The following settings are available under this tab.
Setting | Description |
Share QuickBooks Settings | This will share QuickBooks Settings with all users.
This is applicable when using QuickBooks Online. |
Share QuickBooks desktop file path | This will share the path to the QuickBooks Company File (.QBW) file with all users.
This is applicable when using QuickBooks Desktop. |
Share Report Settings | This will share Report Settings with all users. |
Share Project Settings | This will share Project Settings with all users. |
Share Project Item Validation Settings | This will share Item Validation Settings with all users. |
Share Time Sheet Validation Settings | This will share Time Sheet Validation Settings with all users. |
Profile (RTF) Tab
On this tab, you can create or attach an existing Rich Text Format (RTF) file to create the company profile. This is where you can introduce yourself and describe your company.
If you click the New button, WordPad will open a new file for you to create your profile.
If you click the Attach button, you will be prompted to browse to an existing RTF file.
Once the file is loaded or created, the data will be displayed in the text box. You may need to click the Refresh button.
The loaded or created file is stored in the following location: C:\DToolsSIXData\Profiles.
This RTF document will be used when generating the Company Profile report for a Project.
Addresses Tab
This tab allows you to enter multiple addresses for your company. You can use the Project Editor to print a specific address if you have more than one.
There are two settings to set an address: the "Default Billing" address and the "Default Shipping" address. The address selected as the default shipping address will be used for both purchase orders and QuickBooks purchase orders.
Customer Portal Tab
This tab is where you can add the Customer Portal details.
The following are the settings.
Setting | Description |
Alias | Click the Edit link and enter an alias.
We recommend using your company's existing URL, minus the .com or other domain suffix. The alias will be used to create a custom URL for the Customer Portal. |
URL | Here, you can create your custom URL for the Customer Portal. |
Slogan | The slogan is optional.
It will appear beneath your company logo on the Customer Portal login page. |
Auto Sign-In | The Auto-Sign-In option allows your clients to view the document(s) you've shared by clicking the link in the email they receive without requiring them to log in to the Customer Portal. |
Email Display Name | Emails from the Customer Portal are sent from customerportal@d-tools.com. By default, we display the name "D-Tools Customer Portal," as shown below.
You cannot change the 'from' email address, but you can enter the email display name to change the default to your company name, as shown below.
|
Reply To Email | Here, you can enter an email address used as the "reply to" email if your customer replies to emails sent to them via the D-Tools Customer Portal. This field can be used for a "broad" address, e.g., sales@yourdomain.com, or you may leave this blank.
You can also choose to have the "reply to" email be an email of the "users to notify" when sharing documents. |
Notify SI Administrators when document accepted on customer portal | This option will email all SI users who are part of the Administrator user group when a document is accepted. |
Manage Customer Portal Users | Here, you can manage your Customer Portal users. |
Enable ProPay integration for payments | Here, you can enable the integration with ProPay, an online payment processing solution. |
You will receive your login information for the Customer Portal once you share your first document.
Manage Customer Portal Users
To manage your Customer Portal users:
1/ Click the link on the Manage Customer Portal Users tab.
This will open the following form, where you can mark users as inactive (or as active if you are reversing the process).
2/ Click the Permissions button to set viewing permissions for the Customer Portal.
3/ Select any number of users in the grid and click the Permissions button to choose whether you want to allow the user(s) to view all documents published to the Customer Portal by all users. This is the permission that the Company Owner may want.
The default setting is that users can only view documents they have published to the Customer Portal or have been specifically added as users who can view the document.
ProPay Integration
If you are a ProPay customer, you can link your account to SI to request an initial down payment when you publish documents to the Customer Portal.
ProPay offers online payment processing solutions.
To link SI to ProPay:
1/ Click the Enable ProPay integration for payments link.
This will take you to the login screen for the Customer Portal (if you are not already logged in).
2/ Once logged in, click the icon with your initials in the upper right corner of the interface and choose ProPay Settings.
You will be prompted to create a new ProPay merchant account or link to an existing one.
If you are linking to an existing account, you will be prompted to enter your email address and account number.
If you create a new account, you will be directed to a page where you can fill in your information and submit a request to ProPay for approval.
3/ Once you receive your account number from ProPay, you can link to an existing account and enter your email and account number.
4/ When enabled, you will see the following message. Click the Save button.
Once you save and reopen the Company Information modal and click the Customer Portal tab, you will see that the ProPay integration is enabled.
You can disable the integration at any point from the Customer Portal tab.
You can also disable the ProPay integration from your ProPay Settings within the Customer Portal.
Now that ProPay is enabled, you can request payment when publishing documents to the Customer Portal.
Notifications Tab
Here, you can set the display name and Reply To email address for email notifications sent through Workflow Rules.
You also have the option to allow SI to send notifications to SI admins when the seats are full, vendor price updates fail, or when multi-office subscription sync fails.
Here is an example of how the display name and reply-to email address are seen in a notification.