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eLearning Program

D-Tools’ e-learning program is designed to teach you core competencies of the System Integrator platform, delivered via our online learning environment. This annual subscription provides access to curriculum that covers each functional area of the software. Each online course is about an hour in length and will provide you with the information you need to make the most out of your D-Tools investment.

Annual Subscription:
Price – $99

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This course will give you an overview of SI 2016, show you how to log in for the first time, and provide a tour of the software.

Assumptions/Setup – This module will explain the assumptions and pre-requisites for these courses.
Logging In – This module will cover logging in to an SI Client.
Interface Tour – This is a quick tour of the SI interface.

This will introduce you to the Catalog in SI 2016 and explain the different aspects of Products, Labor Items, and Packages.

Catalog – Introduction – This course will explain the different aspects of Products, Labor Items, and Packages.
Product Explorer Tour – This module is a quick tour of the Product Explorer interface.
Equipment, Speakers, and Wire – These modules will explain these specific product types.
Add from Library – This will explain how to add products from the D-Tools Data Library.
Import from .CSV file – This will demonstrate how to import a spreadsheet of products into your catalog.
Labor Items, Accessories, and Packages – These modules will explain these specific category types.

This course will introduce you to Projects in SI 2016 including creating a new project and adding items to the project.

Projects Introduction – This will introduce you to Projects in SI.
Project Explorer Tour – This module is a tour of the Project Explorer interface.
Creating a Project – This will demonstrate creating a project with the New Project Wizard.
Adding Products, Labor, and Packages to a Project – These modules will demonstrate and explain how to add these items.
Editing Items – This module demonstrates editing items within a Project.

 

 

Learn how to generate the various reports in SI 2016: Client, Management, and Installation.

Reports Introduction – This will introduce you to Reports in SI.
Running and Filtering Reports – These modules will demonstrate running and applying filters to Reports.
Report Definitions – This will demonstrate modifying and creating Report Definitions.
Client Reports – This will demonstrate the various Client reports in SI.
Customizing the Contract Report – This is a link to a page on our Support site that demonstrates how to customize the Contract report.
Management Reports – This will demonstrate the various Management reports in SI.
Installation Reports – This will demonstrate the various Installation reports in SI.
Report Groups – This will demonstrate Report Groups.
Report Themes – This will demonstrate Report Themes.

Walk through the steps of generating Visio drawings for Projects including Line, Elevation, Plan, and Schematic pages.

Visio Drawings – Introduction – This will introduce you to Visio Drawings in SI.
Creating a Visio File – This will demonstrate creating a Visio project file.
Visio Interface Tour – This module is a tour of the Visio interface.
Line Pages – This module demonstrates creating a Line page in Visio.
Elevation Pages – This module demonstrates creating an Elevation page in Visio.
Plan View Pages – This module demonstrates creating a Plan page in Visio.
Schematic Pages – This module demonstrates creating a Schematic page in Visio.

Learn how to build AutoCAD drawings for Projects including Elevation, Plan, and Schematic pages.

AutoCAD Drawings – Introduction – This will introduce you to AutoCAD Drawings in SI.
Creating an AutoCAD File – This will demonstrate creating a AutoCAD project file.
AutoCAD Interface Tour – This module is a tour of the AutoCAD interface.
Elevation Sheets – This module demonstrates creating an Elevation sheet in AutoCAD.
Plan View Sheets – This module demonstrates creating a Plan sheet in AutoCAD.
Schematic Sheets – This module demonstrates creating a Schematic sheet in AutoCAD.

This course will cover creating Purchase Orders in SI 2016.

Purchase Orders Introduction – This will introduce you to Purchase Orders in SI.
Purchase Order Explorer Tour – This module is a tour of the Purchase Order Explorer interface.
Creating a Purchase Order – This will demonstrate creating a Purchase Order.
Editing Purchase Orders – This module demonstrates editing a Purchase Order.
Vendor Portal – This module will demonstrate the Vendor Portal for Purchase Orders.

This will introduce Scheduling in SI 2016 including Tasks, Service Orders, Calendar, and Resource Hours.

This will give you an overview of the Mobile Install interface for Tasks and Service Orders in SI 2016.

This provides you with information on the QuickBooks functionality for SI 2016 including Item creation, Estimates, and Purchase Orders.

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