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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.