925.681.2326 Option 1 or 866.386.6571

D-TOOLS CLOUD SUPPORT
WEBINARS

Our weekly D-Tools Cloud Webinars cover
the major topics of working with D-Tools Cloud.
The goal for these sessions is to get you up and running
on the basics of utilizing D-Tools Cloud.

These live, instructor-led sessions are approximately 30 minutes of instruction followed by Q&A. Offered exclusively to our D-Tools Cloud customers, this webinar series is ideal for new users and experienced users to help master D-Tools Cloud.

D-Tools Cloud Support Webinar Sessions

Every Wednesday @ 12:30 PM – 1:30 PM EDT (9:30 AM – 10:30 PDT)

June 12 | Proposal Customization

This session introduces Proposal Templates, covering Edit Proposal view basics, report sections and sharing of the Proposal with clients.
Register Here

June 19 | Projects, QuickBooks- and Ordering

This session will cover the Project creation, purchase order tools, creating estimates and provide an introduction to our QuickBooks integration.
Register Here

June 26 | Opportunities and Quotes

This session will cover various tips and tricks to help you get started with creating Opportunities and building Quotes.
Register Here

Every Wednesday @ 12:30 PM – 1:30 PM EDT (9:30 AM – 10:30 PDT)

July 10 | Get Started with the Catalog

This session will provide an introduction to Catalog concepts, core catalog creation, accessories, services, and packages.
Register Here

July 17 | Proposal Customization

This session introduces Proposal Templates, covering Edit Proposal view basics, report sections and sharing of the Proposal with clients.
Register Here

July 24 | Projects, QuickBooks-Ordering

This session will cover the Project creation, purchase order tools, creating estimates and provide an introduction to our QuickBooks integration.
Register Here

July 31 | Opportunities and Quotes

This session will cover various tips and tricks to help you get started with creating Opportunities and building Quotes.
Register Here

Every Wednesday @ 12:30 PM – 1:30 PM EDT (9:30 AM – 10:30 PDT)

August 7 | General Settings

In this session, we will discuss setting up and managing the general settings in D-Tools Cloud.
Register Here

August 14 | Proposal Customization

This session introduces Proposal Templates, covering Edit Proposal view basics and the various report sections. Register Here

August 21 | Opportunities and Quotes

This session will cover various tips and tricks to help you get started with creating Opportunities and building Quotes.
Register Here

August 28 | Projects and Estimates

This session will cover the Project creation, creating estimates and provide an introduction to our QuickBooks integration.
Register Here