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
Back Office | Tuesday, October 1, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
Register Here
Revisions and Change Orders | Thursday, October 3, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Customer Portal| Tuesday, October 8, 1pm – 2pm
This session will cover sharing project documents with customers using the Customer Portal.
Register Here
Proposal Shortcuts | Thursday, October 10, 1pm – 2pm
This session will cover various tips and tricks to help you gain efficiency in building projects and issuing proposals.
Register Here
Drawings in Visio | Tuesday, October 15, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here
Project and Field Management | Thursday, October 17, 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, October 22, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
Register Here
Workflow Rules and Notifications | Thursday, October 24, 1pm – 2pm
This session provides an introduction to Workflow Rules in SI with examples and discussion.
Register Here
Getting Started with the Catalog | Tuesday, October 29, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here
Projects | Thursday, October 31, 1pm – 2pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports.
Register Here
Service Plans and Service Management | Tuesday, November 5, 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, November 7, 1pm – 2pm
This session introduces project custom reports, covering report designer basics, report formatting, data model and report utilities.
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Develop Scope and Budget with Mobile Quote| Tuesday, November 12, 1pm – 2pm
This session provides a Mobile Quote Overview, building a quote and sharing with SI to create a Project.
Register Here
Drawings in Visio | Thursday, November 14, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in Visio.
Register Here
Project Reporting | Tuesday, November 19, 1pm – 2pm
This session will cover client-facing reports, creating a proposal package using report groups and report themes.
Register Here
Back Office| Thursday, November 21, 1pm – 2pm
This session will cover the Purchase Order tools and provide an introduction to our QuickBooks integration.
Register Here
Revisions and Change Orders | Tuesday, December 3, 1pm – 2pm
This session will cover pre/post sale workflow using Revision and Change Orders.
Register Here
Service Plans and Service Management | Thursday, December 5, 1pm – 2pm
This session will demonstrate service features. Service Plans, Service Orders and the Mobile Install interfaces will be covered.
Register Here
Getting Started with the Catalog| Tuesday, December 10, 1pm – 2pm
This session will provide an introduction to Catalog concepts, core catalog creation, accessories and packages.
Register Here
Proposal Shortcuts | Thursday, December 12, 1pm – 2pm
This session will cover various tips and tricks to help you gain efficiency in building projects and issuing proposals.
Register Here
Drawings in AutoCAD | Tuesday, December 17, 1pm – 2pm
This session will cover the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD.
Register Here