925.681.2326 Option 1 or 866.386.6571

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).
Register Here

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.
Register Here

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).
Register Here

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).
Register Here

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).
Register Here

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).
Register Here

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).
Register Here

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).
Register Here

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).
Register Here

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).
Register Here

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

Industries Served

Residential AV
Commercial AV
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Security
EDU
Corporate
Government