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
Revisions and Change Orders | Thursday, August 1, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
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Customer Portal | Tuesday, August 6, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
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Managing Project Taxes | Thursday, August 8, 1pm – 2pm
This session covers tax settings, including Use Tax, as well as the application of taxes in Projects and Purchase Orders.
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Drawings in Visio | Tuesday, August 13, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
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Back Office | Thursday, August 15, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
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Project and Field Management | Tuesday, August 20, 1pm – 2pm
This session will demonstrate project management features. Tasks, Service Orders and the Mobile Install interfaces will be covered along with management reports.
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Projects | Thursday, August 22, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
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Multiple Currency Support | Tuesday, August 27, 1pm – 2pm
This session provides an introduction to the multiple currency features of SI with examples and discussion.
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Drawings in AutoCAD | Thursday, August 29, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
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Custom Reports 101 | Tuesday, September 3, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
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Workflow Rules and Notifications | Thursday, September 5, 1pm – 2pm
This session provides an introduction to Workflow Rules in SI with examples and discussion.
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Getting Started with the Catalog| Tuesday, September 17, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
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Develop Scope and Budget with Mobile Quote | Thursday, September 19, 1pm – 2pm
This session provides a Mobile Quote Overview, building a quote and sharing with SI to create a Project.
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Projects | Tuesday, September 24, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
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Project Reporting | Thursday, September 26, 1pm – 2pm
This session will cover client-facing reports, creating a proposal package using report groups and report themes.
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