Recorded Gold Support Webinars and Q&A
Our bi-weekly Gold Support Q & A sessions cover the major topics of working with System Integrator. The goal for these sessions is to get you up and running on the basics of using D-Tools SI, and provide a forum to get your questions answered by a D-Tools Professional Services Consultant.
These live, instructor-led sessions consist of approximately 30 minutes of Q&A based on the pre-recorded content of each topic. Attendees should review the pre-recorded content for each topic prior to attending the session.
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 Q & A Sessions
Every Tuesday & Thursday @ 1:00PM ET
Getting Started with the Catalog - Q&A Session Only | Tuesday, October 6, 1pm – 2pm
This session will provide an opportunity for discussion on Catalog concepts, core catalog creation, accessories and packages (Q&A only).
Register Here
Develop Scope and Budget with Mobile Quote - Q&A Session Only | Thursday, October 8, 1pm – 2pm
This session provides an opportunity to discuss various aspects of Mobile Quote including setup, building a quote and sharing with SI to create a Project.
Register Here
Projects - Q&A Session Only | Tuesday, October 13, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports (Q&A Only).
Register Here
Project Reporting - Q&A Session Only | Thursday, October 15, 1pm – 2pm
This session provides an opportunity to discuss client-facing reports, creating a proposal package using report groups and report themes (Q&A Only).
Register Here
Customer Portal - Q&A Session Only | Tuesday, October 20 1pm – 2pm
This session will provide an opportunity to discuss sharing project documents with customers using the Customer Portal (Q&A Only).
Register Here
Revisions and Change Orders - Q&A Session Only | Thursday, October 22, 1pm – 2pm
This session will provide an opportunity to discuss pre/post sale workflow using Revisions and Change Orders (Q&A Only).
Register Here
Drawings in Visio - Q&A Session Only | Tuesday, October 27, 1pm – 2pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in Visio (Q&A Only).
Register Here
Project and Field Management - Q&A Session Only | Thursday, October 29, 1pm – 2pm
This session will provide an opportunity to discuss project management features including Tasks, scheduling and the Mobile Install interfaces (Q&A Only).
Register Here
Drawings in AutoCAD - Q&A Session Only | Tuesday, November 3, 1pm – 2pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD (Q&A only).
Register Here
Workflow Rules and Notifications - Q&A Session Only | Thursday, November 5, 1pm – 2pm
This session will provide an opportunity to discuss Workflow Rules in SI (Q&A Only).
Register Here
Back Office - Q&A Session Only | Tuesday, November 10, 1pm – 2pm
This session provides an opportunity to discuss the Purchase Order tools and project workflow (Q&A Only).
Register Here
Service Plans and Service Management - Q&A Session Only | Thursday, November 12, 1pm – 2pm
This session will provide an opportunity to discuss service features including Service Plans, Service Orders and the Mobile Install interfaces (Q&A Only).
Register Here
Getting Started with the Catalog - Q&A Session Only | Tuesday, November 17, 1pm – 2pm
This session will provide an opportunity for discussion on Catalog concepts, core catalog creation, accessories and packages (Q&A Only).
Register Here
Develop Scope and Budget with Mobile Quote - Q&A Session Only | Thursday, November 19, 1pm – 2pm
This session provides an opportunity to discuss various aspects of Mobile Quote including setup, building a quote and sharing with SI to create a Project (Q&A Only).
Register Here
Projects - Q&A Session Only | Tuesday, December 1, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports (Q&A only).
Register Here
Project Reporting - Q&A Session Only | Thursday, December 3, 1pm – 2pm
This session provides an opportunity to discuss client-facing reports, creating a proposal package using report groups and report themes (Q&A Only).
Register Here
Customer Portal - Q&A Session Only | Tuesday, December 8, 1pm – 2pm
This session will provide an opportunity to discuss sharing project documents with customers using the Customer Portal (Q&A Only).
Register Here
Revisions and Change Orders - Q&A Session Only | Thursday, December 10, 1pm – 2pm
This session will provide an opportunity to discuss pre/post sale workflow using Revisions and Change Orders (Q&A Only).
Register Here
Drawings in Visio - Q&A Session Only | Tuesday, December 15 1pm – 2pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in Visio (Q&A Only).
Register Here
Project and Field Management - Q&A Session Only | Thursday, December 17, 1pm – 2pm
This session will provide an opportunity to discuss project management features including Tasks, scheduling and the Mobile Install interfaces (Q&A Only).
Register Here
Drawings in AutoCAD - Q&A Session Only | Tuesday, December 22, 1pm – 2pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD (Q&A Only).
Register Here
Develop Scope and Budget with Mobile Quote - Q&A Session Only | Thursday, November 19, 1pm – 2pm
This session provides an opportunity to discuss various aspects of Mobile Quote including setup, building a quote and sharing with SI to create a Project (Q&A Only).
Register Here
Workflow Rules and Notifications - Q&A Session Only | Tuesday, January 5, 1pm – 2pm
This session will provide an opportunity to discuss Workflow Rules in SI (Q&A only).
Register Here
Back Office - Q&A Session Only | Thursday, January 7, 1pm – 2pm
This session provides an opportunity to discuss the Purchase Order tools and project workflow (Q&A Only).
Register Here
Service Plans and Service Management - Q&A Session Only | Tuesday, January 12, 1pm – 2pm
This session will provide an opportunity to discuss service features including Service Plans, Service Orders and the Mobile Install interfaces (Q&A Only).
Register Here