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
Custom Reports 101 | Tuesday, June 30, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here
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.
Getting Started with the Catalog - Q&A Session Only | Thursday, July 2, 1pm – 2pm
This session will provide an opportunity for discussion on Catalog concepts, core catalog creation, accessories and packages (Q&A only).
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Develop Scope and Budget with Mobile Quote - Q&A Session Only | Tuesday, July 7, 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.
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Projects - Q&A Session Only | Thursday, July 9, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports (Q&A Only).
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Project Reporting - Q&A Session Only| Tuesday, July 14, 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).
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Customer Portal - Q&A Session Only| Thursday, July 16, 1pm – 2pm
This session will provide an opportunity to discuss sharing project documents with customers using the Customer Portal (Q&A Only).
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Revisions and Change Orders - Q&A Session Only| Tuesday, July 21, 1pm – 2pm
This session will provide an opportunity to discuss pre/post sale workflow using Revisions and Change Orders (Q&A Only).
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Drawings in Visio - Q&A Session Only | Thursday, July 23, 1pm – 2pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in Visio (Q&A Only).
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Project and Field Management - Q&A Session Only | Tuesday, July 28, 1pm – 2pm
This session will provide an opportunity to discuss project management features including Tasks, scheduling and the Mobile Install interfaces (Q&A Only).
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Drawings in AutoCAD - Q&A Session Only | Thursday, July 30, 1pm – 2pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD (Q&A Only).
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Workflow Rules and Notifications - Q&A Session Only| Tuesday, August 4, 1pm – 2pm
This session will provide an opportunity to discuss Workflow Rules in SI (Q&A Only).
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Back Office - Q&A Session Only | Thursday, August 6, 1pm – 2pm
This session provides an opportunity to discuss the Purchase Order tools and project workflow (Q&A Only).
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Service Plans and Service Management - Q&A Session Only| Tuesday, August 11, 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, August 18, 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, August 20 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, August 25, 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, August 27, 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, September 1, 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, September 3, 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, September 10, 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, September 10, 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, September 15 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, September 17, 1pm – 2pm
This session will provide an opportunity to discuss Workflow Rules in SI (Q&A Only).
Register Here
Project Reporting - Q&A Session Only | Tuesday, September 22, 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, September 24, 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