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.
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
Custom Reports 101 | Tuesday, September 11, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here
Develop Scope and Budget with Mobile Quote | Thursday, September 13, 1pm – 2pm
https://attendee.gotowebinar.com/rt/8833743991858323457ProjectsThis session covers Mobile Quote setup, building a quote and sharing with SI to create a Project.
Register Here
Projects | Tuesday, September 18, 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, September 20, 1pm – 2pm
Revisions and Change Orders | Tuesday, September 25, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Project Reporting | Thursday, September 27, 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, October 2nd, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
Register Here
Managing Project Taxes | Thursday, October 4th, 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, October 9, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here
Back Office | Thursday, October 11th, 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, October 16, 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
Drawing in AutoCAD | Thursday, October 18th, 1pm – 2pm
DrawingThis session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
Register Here
Develop Scope and Budget with Mobile Quote | Tuesday, October 23, 1pm – 2pm
This session covers Mobile Quote setup, building a quote and sharing with SI to create a Project.
Register Here
Revisions and Change Orders | Thursday, October 18th, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Custom Reports 101 | Tuesday, October 30th, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here