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 and Field Management | Thursday, November 1, 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
Proposal Shortcuts | Tuesday, November 6, 1pm – 2pm
This session will cover various tips and tricks to help you gain efficiency in building projects and issuing proposals.
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Getting Started with the Catalog | Thursday, November 8, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here
Projects | Tuesday, November 13, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
Register Here
Revisions and Change Orders | Thursday, November 15, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
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Project Reporting | Tuesday, November 20, 1pm – 2pm
This session will cover client-facing reports, creating a proposal package using report groups and customization with themes.
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Customer Portal | Tuesday, November 27, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
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Drawings in Visio | Thursday, November 29, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
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Drawing in AutoCAD | Tuesday, December 4, 1pm – 2pm
DrawingThis session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
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Managing Project Taxes | Thursday, December 6, 1pm – 2pm
This session covers tax settings, including Use Tax, as well as the application of taxes in Projects and Purchase Orders.
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Back Office | Tuesday, December 11, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
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Project and Field Management | Thursday, December 13, 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
Custom Reports 101 | Tuesday, December 18, 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 | Thursday, December 20, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here
Projects | Thursday, December 27, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
Register Here