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
Develop Scope and Budget with Mobile Quote | Thursday, January 3, 1pm – 2pm
This session covers Mobile Quote setup, building a quote and sharing with SI to create a Project.
Register Here
Proposal Shortcuts | Tuesday, January 8, 1pm – 2pm
This session will cover various tips and tricks to help you gain efficiency in building projects and issuing proposals.
Register Here
Revisions and Change Orders | Thursday, January 10, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Project Reporting | Tuesday, January 15, 1pm – 2pm
This session will cover client-facing reports, creating a proposal package using report groups and customization with themes.
Register Here
Customer Portal | Thursday, January 17, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
Register Here
Managing Project Taxes | Tuesday, January 22, 1pm – 2pm
This session covers tax settings, including Use Tax, as well as the application of taxes in Projects and Purchase Orders.
Register Here
Drawings in Visio | Thursday, January 24, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here
Back Office | Tuesday, January 29, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
Register Here
Project and Field Management | Thursday, January 31, 1pm – 2pm
This session will demonstrate project management features. Tasks, Service Orders and the Mobile Install interfaces will be covered along with management reports.
Register Here
Drawings in AutoCAD | Tuesday, February 5, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
Register Here
Custom Reports 101| Thursday, February 7, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here
Getting Started with the Catalog | Tuesday, February 12, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here
Develop Scope and Budget with Mobile Quote | Thursday, February 14, 1pm – 2pm
This session covers Mobile Quote setup, building a quote and sharing with SI to create a Project.
Register Here
Projects | Tuesday, February 19, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
Register Here
Proposal Shortcuts | Thursday, February 21, 1pm – 2pm
This session will cover various tips and tricks to help you gain efficiency in building projects and issuing proposals.
Register Here
Revisions and Change Orders | Tuesday, February 26, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Project Reporting | Thursday, February 28, 1pm – 2pm
This session will cover client-facing reports, creating a proposal package using report groups and customization with themes.
Register Here
Customer Portal| Tuesday, March 5, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
Register Here
Managing Project Taxes | Thursday, March 7, 1pm – 2pm
This session covers tax settings, including Avalara integration and Use Tax, as well as the application of taxes in Projects and Purchase Orders.
Register Here
Drawings in Visio | Tuesday, March 12, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here
Back Office | Thursday, March 14, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
Register Here
Project and Field Management | Tuesday, March 19, 1pm – 2pm
This session will demonstrate project management features. Tasks, Service Orders and the Mobile Install interfaces will be covered along with management reports.
Register Here
Multiple Currency Support | Thursday, March 21, 1pm – 2pm
This session provides an introduction to the multiple currency features of SI with examples and discussion.
Register Here
Custom Reports 101 | Tuesday, March 26, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here
Getting Started with the Catalog | Thursday, March 28, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here