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
Getting Started with the Catalog | Thursday, April 2, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here
Develop Scope and Budget with Mobile Quote| Tuesday, April 7, 1pm – 2pm
This session provides a Mobile Quote Overview, building a quote and sharing with SI to create a Project.
Register Here
Projects | Thursday, April 9, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
Register Here
Project Reporting | Tuesday, April 14, 1pm – 2pm
This session will cover client-facing reports, creating a proposal package using report groups and report themes.
Register Here
Customer Portal | Thursday, April 16, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
Register Here
Revisions and Change Orders | Tuesday, April 21, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Drawings in Visio | Thursday, April 23, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here
Project and Field Management | Tuesday, April 28, 1pm – 2pm
This session will demonstrate project management features. Tasks, scheduling and the Mobile Install interfaces will be covered along with management reports.
Register Here
Drawings in AutoCAD | Thursday, April 30, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
Register Here
Workflow Rules and Notifications | Tuesday, May 5, 1pm – 2pm
This session provides an introduction to Workflow Rules in SI with examples and discussion.
Register Here
Back Office| Thursday, May 7, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
Register Here
Service Plans and Service Management | Tuesday, May 12, 1pm – 2pm
This session will demonstrate service features. Service Plans, Service Orders and the Mobile Install interfaces will be covered.
Register Here
Custom Reports 101 | Thursday, May 14, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here
Getting Started with the Catalog | Tuesday, May 19, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here
Develop Scope and Budget with Mobile Quote | Thursday, May 21, 1pm – 2pm
This session provides a Mobile Quote Overview, building a quote and sharing with SI to create a Project.
Register Here
Projects | Tuesday, May 26, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
Register Here
Project Reporting | Thursday, May 28, 1pm – 2pm
This session will cover client-facing reports, creating a proposal package using report groups and report themes.
Register Here
Customer Portal | Tuesday, June 2, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
Register Here
Revisions and Change Orders | Thursday, June 4, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Drawings in Visio | Tuesday, June 9, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here
Project and Field Management | Thursday, June 11, 1pm – 2pm
This session will demonstrate project management features. Tasks, scheduling and the Mobile Install interfaces will be covered along with management reports.
Register Here
Drawings in AutoCAD | Tuesday, June 16, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
Register Here
Workflow Rules and Notifications | Thursday, June 18, 1pm – 2pm
This session provides an introduction to Workflow Rules in SI with examples and discussion.
Register Here
Back Office | Tuesday, June 23, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
Register Here
Service Plans and Service Management | Thursday, June 25, 1pm – 2pm
This session will demonstrate service features. Service Plans, Service Orders and the Mobile Install interfaces will be covered.
Register Here
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