D-Tools System Integrator
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
January Webinars
Projects - Q&A Session Only | Tuesday, January 18, 1pm – 1:30pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports (Q&A Only).
Project Reporting - Q&A Session Only | Thursday, January 20, 1pm – 1:30pm
This session provides an opportunity to discuss client-facing reports, creating a proposal package using report groups and report themes (Q&A Only).
Customer Portal - Q&A Session Only | Tuesday, January 25, 1pm – 1:30pm
This session will provide an opportunity to discuss sharing project documents with customers using the Customer Portal (Q&A Only).
Revisions and Change Orders - Q&A Session Only | Thursday, January 27, 1pm – 1:30pm
This session will provide an opportunity to discuss pre/post sale workflow using Revisions and Change Orders (Q&A Only).
February Webinars
Drawings in Visio - Q&A Session Only | Tuesday, February 1, 1pm – 1:30pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in Visio (Q&A Only).
Project and Field Management - Q&A Session Only | Thursday, February 3, 1pm – 1:30pm
This session will provide an opportunity to discuss project management features including Tasks, scheduling and the Mobile Install interfaces (Q&A Only).
Drawings in AutoCAD - Q&A Session Only | Tuesday, February 9, 1pm – 1:30pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD (Q&A Only).
Workflow Rules and Notifications - Q&A Session Only | Thursday, February 10, 1pm – 1:30pm
This session will provide an opportunity to discuss Workflow Rules in SI (Q&A Only).
Back Office - Q&A Session Only | Tuesday, February 15, 1pm – 1:30pm
This session provides an opportunity to discuss the Purchase Order tools and project workflow (Q&A Only).
Service Plans and Service Management - Q&A Session Only | Thursday, February 17, 1pm – 1:30pm
This session will provide an opportunity to discuss service features including Service Plans, Service Orders and the Mobile Install interfaces (Q&A Only).
Getting Started with the Catalog - Q&A Session Only | Tuesday, February 22, 1pm – 1:30pm
This session will provide an opportunity for discussion on Catalog concepts, core catalog creation, accessories and packages (Q&A Only).
Develop Scope and Budget with Mobile Quote - Q&A Session Only | Thursday, February 24, 1pm – 1:30pm
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 (Q&A Only).
March Webinars
Projects - Q&A Session Only | Tuesday, March 1, 1pm – 1:30pm
This session will introduce projects, including scope of work, adding a bill of materials, pricing adjustments and proposal reports (Q&A Only).
Project Reporting - Q&A Session Only | Thursday, March 3, 1pm – 1:30pm
This session provides an opportunity to discuss client-facing reports, creating a proposal package using report groups and report themes (Q&A Only).
Customer Portal - Q&A Session Only | Tuesday, March 8, 1pm – 1:30pm
This session will provide an opportunity to discuss sharing project documents with customers using the Customer Portal (Q&A Only).
Revisions and Change Orders - Q&A Session Only | Thursday, March 10, 1pm – 1:30pm
This session will provide an opportunity to discuss pre/post sale workflow using Revisions and Change Orders (Q&A Only).
Drawings in Visio - Q&A Session Only | Tuesday, March 15, 1pm – 1:30pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in Visio (Q&A Only).
Project and Field Management - Q&A Session Only | Thursday, March 17, 1pm – 1:30pm
This session will provide an opportunity to discuss project management features including Tasks, scheduling and the Mobile Install interfaces (Q&A Only).
Drawings in AutoCAD - Q&A Session Only | Tuesday, March 22, 1pm – 1:30pm
This session will provide an opportunity to discuss the creation of Line, Elevation, Plan, and Schematic drawings in AutoCAD (Q&A Only).
Workflow Rules and Notifications - Q&A Session Only | Thursday, March 24, 1pm – 1:30pm
This session will provide an opportunity to discuss Workflow Rules in SI (Q&A Only).
Getting Started with the Catalog - Q&A Session Only | Tuesday, March 29, 1pm – 1:30pm
This session will provide an opportunity for discussion on Catalog concepts, core catalog creation, accessories and packages (Q&A Only).
Develop Scope and Budget with Mobile Quote - Q&A Session Only | Thursday, March 31, 1pm – 1:30pm
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 (Q&A Only).