D-Tools

System Integrator Overview

Catalog Imports in System Integrator

Catalog Overview in System Integrator

Pricing and Vendor Partners in System Integrator

Accessorizing Products in System Integrator

Adding Products to the Catalog in System Integrator

Creating the Scope of Work in System Integrator

Creating the Bill of Materials in System Integrator

Project Creation Wizard in System Integrator

Navigating the Project Editor in System Integrator

Creating a Proposal in System Integrator

Quantity-Based vs. Unit-Based Projects in System Integrator

Labor Types in System Integrator

Checklists in System Integrator

Packages Overview

Project Revisions

Change Orders

Purchase Orders

Service Order

Business Analytics

Allison Bigoness

Brief videos made by our PSG Team that gives a short overview or introduction on features in System Integrator. 

SI Training Videos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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