925.681.2326 Option 1 or 866.386.6571
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GOLD SUPPORT
WEBINARS AND Q&A

Our bi-weekly Gold Support Webinars cover
the major topics of working with System Integrator.
The goal for these sessions is to get you up and running
on the three basics of using System Integrator: Estimate, Design, Install.

These live, instructor-led sessions are approximately 30 minutes of instruction followed by Q&A. Offered exclusively to our Software Assurance customers, this webinar series is ideal for new users as well as experienced users who may be looking to expand the use of System Integrator in their business.

To purchase Software Assurance, please call 866.386.6571 or 925.681.2326 – option 1.

D-Tools Gold Support Webinar Sessions
Every Tuesday & Thursday @ 1:00PM ET

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Project Reporting

Tuesday, January 16, 1pm – 2pm

Description

This session covers client-facing reports, the creation of a proposal package using report groups, and basic customization utilizing themes.

This session is approximately 30 minutes of instruction followed by Q&A.

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Customer Portal

Thursday, January 18, 1pm – 2pm

Description

This session covers sharing project documentation (including Proposals and Contracts) with customers using the Customer Portal.

This session is approximately 30 minutes of instruction followed by Q&A.

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Revision Management

Tuesday, January 23, 1pm – 2pm

Description

This session covers managing project revisions to track changes on a Project and produce Change Order reports.

Approximately 30 minutes of instruction followed by Q&A.

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Proposal Shortcuts

Thursday, January 25, 1pm – 2pm

Description

This session offers various tips and tricks to help you gain greater efficiency in building projects and issuing proposals.

Approximately 30 minutes of instruction followed by Q&A.

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Back Office

Tuesday, January 30, 1pm – 2pm

Description

This session covers D-Tools’ Purchase Order process and provides an introduction to our QuickBooks integration.

Approximately 30 minutes of instruction followed by Q&A.

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Project and Field Management

Thursday, February 1, 1pm – 2pm

Description

This session reviews D-Tools’ project management capabilities – including Install Tasks and Service Orders, and Mobile Install to manage technicians in the field.

Approximately 30 minutes of instruction followed by Q&A.

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Working with Drawings in Visio

Tuesday, February 6, 1pm – 2pm

Description

This session covers the creation of Line, Elevation, Plan, and Schematic drawings in Visio.

Approximately 30 minutes of instruction followed by Q&A.

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Working with Drawings in AutoCAD

Thursday, February 8, 1pm – 2pm

Description

This session covers the creation of  Elevation, Plan, and Schematic drawings in AutoCAD.

Approximately 30 minutes of instruction followed by Q&A.