February 20 - 22 Online Training
| SETUP & SALES TRAINING
Getting Started with D-Tools |February 20, 2018 – 8:00 am – 11:30 am PDT
In this session you’ll learn how to set up D-Tools and start building out your catalog. We will review the core features of SI and discuss concepts around labor, accessories, and packages. You will gain hands-on experience in catalog creation and management – the building blocks of the D-Tools data-driven process.
Selling with D-Tools | February 20, 2018 – 12:30 pm – 4:00 pm PDT
In this session you’ll learn how to create projects, proposals and manage changes in D-Tools. We will review creating a basic project, assigning locations and systems, generating sales documentation, and revision management. You will gain hands-on experience in utilizing D-Tools’ data-driven process for sales and documentation.
Setup and Sales Training Full Day | February 20, 2018 – 8:00 am – 4:00 pm PDT
Includes both Getting Started with D-Tools and Selling with D-Tools sessions.
| Design & Documentation Training
Design and Documentation Training | February 21, 2018 – 8:00 am – 1:00 pm PDT
In this session you’ll learn how to utilize D-Tools to generate detailed drawings via our integration with Microsoft Visio. We will review creating Line Diagrams, Elevations, Plan Views, and Schematic drawings. You will learn how to leverage these drawings to generate additional project documentation such as wire schedules, wire checklists, rack specification, and wire labels.
| Operations Training
Purchasing and Item Tracking with D-Tools | February 22, 2018 – 8:00 am – 11:30 am PDT
In this session you’ll learn how to utilize D-Tools for project procurement and operations management. We will review creating vendors, ordering and receiving products, and tracking through a project.
Project and Field Management with D-Tools | February 22, 2018 – 12:30 pm – 4:00 pm PDT
In this session you’ll learn how to leverage D-Tools’ scheduling and task management features to manage projects through installation. We will review generating Install Tasks, Service Orders, assigning resources and publishing out to Mobile Install for field management and time tracking.
Purchasing and Project Management Full Day | February 22, 2018 – 8:00 am – 4:00 pm PDT
Includes both Purchasing and Item Tracking and Project and Field Management with D-Tools sessions.