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

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.
Register Here

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