925.681.2326 Option 1 or 866.386.6571
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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

MAY

 

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Project Reporting

Tuesday, May 1, 1pm – 2pm

Description

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

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Customer Portal

Thursday, May 3, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Revision Management

Tuesday, May 8th, 1pm – 2pm

Description

This session will cover how to manage project revisions to track changes on a Project and produce Change Order reports.

This session is approximately 30 minutes of instruction followed by Q&A.

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Proposal Shortcuts

Thursday, May 10th, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Project and Field Management

Thursday, May 24th, 1pm – 2pm

Description

This session will demonstrate project management features. Tasks, Service Orders and the Mobile Install interfaces will be covered along with management reports.

This session is approximately 30 minutes of instruction followed by Q&A.

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Drawings in Visio

Tuesday, May 29th, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Drawings in AutoCAD

Thursday, May 31, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Revision Management

Tuesday, June 5th, 1pm – 2pm

Description

This session will cover how to manage project revisions to track changes on a Project and produce Change Order reports.

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Projects

Thursday, June 7th, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Project Reporting

Tuesday, June 12th, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Customer Portal

Thursday, June 14th, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Getting Started with the Catalog

Thursday, June 19th, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Proposal Shortcuts

Thursday, June 21st, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Back Office

Tuesday, June 26th, 1pm – 2pm

Description

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

This session is approximately 30 minutes of instruction followed by Q&A.

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Project and Field Management

Thursday, June 28, 1pm – 2pm

Description

This session will demonstrate project management features. Tasks, Service Orders and the Mobile Install interfaces will be covered along with management reports.

This session is approximately 30 minutes of instruction followed by Q&A.