D-Tools

Ashok P

Seth Enos

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

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

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 Azure Active Directory

Azure Active Directory

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

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