925.681.2326 Option 1 or 866.386.6571

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

Projects | Thursday, July 19th, 1pm – 2pm

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

 

Custom Reports 101 | Tuesday, July 24th, 1pm – 2pm

This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
Register Here

Project Reporting | Thursday, July 26th, 1pm – 2pm

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

 

Managing Project Taxes | Tuesday, July 31st, 1pm – 2pm

This session covers tax settings, including Use Tax, as well as the application of taxes in Projects and Purchase Orders.
Register Here

Customer Portal | Thursday, August 2nd, 1pm – 2pm

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

 

Proposal Shortcuts | Tuesday, August 14th, 1pm – 2pm

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

Project and Field Management | Thursday, July 16th, 1pm – 2pm

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

 

Develop Scope and Budget with Mobile Quote | Tuesday, August 21st, 1pm – 2pm

This session covers Mobile Quote setup, building a quote and sharing with SI to create a Project.
Register Here

Back Office | Thursday, August 23rd, 1pm – 2pm

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

 

Drawings in Visio | Tuesday, August 28th, 1pm – 2pm

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