D-Tools

Setup Options

How to set the SI interfaces to show a dark background with white text

Switching to Dark Mode

Seth Enos

Ashok P

Setting up SI

Control Panel Settings

How to configure the Company Information settings

Application Settings

How to check for updates to the SI Client

Check For Updates

Register

Snippets

Workflow Rules

Server Profiles

Application

My Account

Users

How to configure sign-In policies for SI users

User Sign-In Policies

How to manage mobile devices used for Mobile Quote

Mobile Devices

Mobile Installers

User

Manufacturers

How to add and manage categories and subcategories

Labor Types

Phases

Units of Measure

How to add and manage the I/Os of products

I/Os

Points

Head Ends

How to configure the Price settings for products

Price Settings

How to add and manage taxes on products and labor

Tax Settings

Wire Settings

How to add and manage product price types

Product Price Types

How to add and manage product price rules

Product Price Rules

Labor Price Rules

How to add and manage the custom fields used for products and labor items

Item Custom Fields

Checklists

Gantt Templates

How to add and manage templates for submittals

Submittals

Catalog

How to add and manage custom fields for clients

Client Custom Fields

How to add and manage custom fields for vendors

Vendor Custom Fields

People

How to configure the global Project settings

Project Settings

How to configure the Project Prompt settings

Project Prompt Settings

How to set the path to the Projects folder

Projects Folder

How to add and manage the locations used in projects

Locations

How to add and manage the systems used in projects

Systems

How to add and manage the project statuses

Project Status

Order Status

How to define the payment terms used for projects

Payment Terms

How to add and manage the custom fields used for projects

Project Custom Fields

How to define the numbering format for projects and change orders

Project Number Format

How to define the component ID format for numbering products in projects

Component ID Format

How to define the price adjustments and price and cost rounding

Price Adjustments & Rounding

How to define the Item Validation Settings

Item Validation Settings

How to specify the mandatory fields required when creating New Projects

New Project Required Fields

How to specify the mandatory fields required to Approve Projects

Approved Project Required Fields

How to specify the rules for Managing Projects

Project Rules

How to set the preferences for Job Cost Reporting

Job Cost Settings

Upgrade Projects

Project

How to add and manage the project types used for Mobile Quote

Project Types

How to add and manage the meeting objectives for Mobile Quote

Meeting Objectives

Mobile Quote

How to add and manage the Schedule Statuses

Schedule Status

How to specify the Working Hours and Holidays for your Business

Business Hours and Holidays

How to configure the settings for SI Tasks and Gantt Tasks

Task Settings

How to add and manage the Custom Fields used for Tasks

Task Custom Fields

How to add and manage the Custom Fields used for Service Orders

Service Order Custom Fields

How to add and manage the priorities set for Service Orders

Service Order Priorities

How to define the numbering format for Service Orders

Service Order Number Format

How to define the numbering format for Tasks

Task Number Format

Schedule

How to set the preferences to use time sheets

Time Sheet Settings

How to set the preferences to validate time sheets

Time Sheet Validation Settings

How to add and manage the Custom Fields used for Time Sheets

Time Sheet Custom Fields

Time Sheet

How to define the numbering format for Service Plans

Service Plan Number Format

How to add and manage the Features used in Service Plans

Service Plan Features

How to add and manage the Service Plan Items

Service Plan Items

How to add and manage the Custom Fields used for Service Plans

Service Plan Custom Fields

Service Plan Settings

Service Plan

How to set the preferences for managing Purchase Orders

Purchase Order Settings

How to add and manage your Shipment Delivery Options

Shipment Preferences

Purchase Order

How to configure the settings to use SI Reports

Report Settings

Report

Currency Settings

How to add and manage multiple Currencies

Currencies

Currency

How to check the errors and exceptions related to the SI Server

Server Exception Logs

How to check the SI Access History of SI Users

Sign-In Logs

How to check the history of Price Updates from Vendor Partners

Vendor Partner Price Update Logs

Logs

Server Manager

Legacy Data Conversion Utility (LDC)

Server

How to manage the third-party integrations enabled with SI

Manage Integrations

How to enable the integration between D-Tools Cloud and SI

D-Tools Cloud Integration

How to enable the integration between SI and QuickBooks

QuickBooks

How to enable the integration between SI and QuickBooks Time

QuickBooks Time

How to enable the integration between Avalara and SI

Avalara Tax

How to enable the integration between GreatAmerica and SI

GreatAmerica

How to enable the integration between SI and Tracknicity

Tracknicity

How to enable the integration between SI and TRXio

TRXio

How to enable the integration between SI and Microsoft Entra ID

Microsoft Entra ID

Box (online file storage)

Integrations

How to enable the Multi-Office Data Sync functionality

Multi-Office Settings

How to create and manage Publications for Multi-Office Data Sync

Publications

How to create and manage Subscriptions for Multi-Office Data Sync

Subscriptions

Multi-Office Data Sync

Drawing Add-Ins Manager

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.