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

June

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Revisions and Change Orders | Tuesday, June 4, 1pm – 2pm

This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here

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Project Reporting | Thursday, June 6, 1pm – 2pm

This session will cover client-facing reports, creating a proposal package using report groups and customization with themes.
Register Here

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Customer Portal | Tuesday, June 11, 1pm – 2pm

This session will cover sharing project documents with customers using the Customer Portal.
Register Here

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Managing Project Taxes | Thursday, June 13, 1pm – 2pm

This session covers tax settings, including Use Tax, as well as the application of taxes in Projects and Purchase Orders.
Register Here

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Drawings in Visio | Tuesday, June 18, 1pm – 2pm

This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here

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Back Office | Thursday, June 20, 1pm – 2pm

This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
Register Here

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Project and Field Management | Tuesday, June 25, 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

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Drawings in AutoCAD | Thursday, June 27, 1pm – 2pm

This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
Register Here

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July

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Multiple Currency Support | Tuesday, July 2, 1pm – 2pm

This session provides an introduction to the multiple currency features of SI with examples and discussion.
Register Here

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Getting Started with the Catalog | Tuesday, July 9, 1pm – 2pm

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

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Develop Scope and Budget with Mobile Quote | Thursday, July 11, 1pm – 2pm

This session provides a Mobile Quote Overview, building a quote and sharing with SI to create a Project.
Register Here

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Custom Reports 101| Tuesday, July 16, 1pm – 2pm

This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here

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Workflow Rules and Notifications | Thursday, July 18, 1pm – 2pm

This session provides an introduction to Workflow Rules in SI with examples and discussion.
Register Here

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Projects | Tuesday, July 23, 1pm – 2pm

This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
Register Here

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Proposal Shortcuts | Thursday, July 25, 1pm – 2pm

This session will cover various tips and tricks to help you gain efficiency in building projects and issuing proposals.
Register Here

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Project Reporting | Tuesday, July 30, 1pm – 2pm

This session will cover client-facing reports, creating a proposal package using report groups and report themes.
Register Here

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August



Revisions and Change Orders | Thursday, August 1, 1pm – 2pm

This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here



Customer Portal | Tuesday, August 6, 1pm – 2pm

This session will cover sharing project documents with customers using the Customer Portal.
Register Here



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.
Register Here



Drawings in Visio | Tuesday, August 13, 1pm – 2pm

This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here



Back Office | Thursday, August 15, 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, 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.
Register Here

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