Correspondence:

• A program in itself for recording and relating all correspondence relating to your company – phone conversations, emails, faxes, letters, meetings, etc.
• Documents who, what, where and when – can be linked to any module within the system.

Scheduled Events / Calendar:
These modules work hand-in-hand. The Scheduled Events Module allows you to view a listing of all events and search on specific event criteria. The Calendar Module provides a visual representation of this event listing.

• Allow you to create relationships between Calendar entries and Dataforma items (Projects, Buildings, Work Orders, etc.)  These relationships allow you to manage a calendar of all events related to these entities.  For a Project, you would be able to see material deliveries, progress meetings and project progression all within the system.
• View multiple employee schedules at the same time and schedule meetings based on common availability.
• Track tentative, confirmed, and cancelled meetings for all employees – see all concurrent events on both your scheduled events listing and your company calendar.

Work Orders:

• An easy system to create, track, manage and even invoice all work orders.
• Work order information is entered and a work order is automatically generated; field ticket information is entered (labor and materials), and the invoice is automatically generated on your chosen letterhead / template.
• Quick searches for work orders that have been reported, scheduled, in-progress, or completed makes managing your work orders easier and more efficient.  

Projects Module:

• Like work orders, the Projects module is a comprehensive system designed to track, manage, and even bill projects.
• Captures all project data (which is always searchable) such as contract amounts, change orders, job size, labor, important dates and any other information deemed important.
• Included are specific sections for the actual installations and warranties related to the project that present all the information (even the uploaded warranty).
• Easily records all companies and contacts that worked on the project and also any resulting correspondence as well as actual documents (uploaded contracts, specs, digital photos, etc.).
• Gives the ability / option to organize business contacts into different groups for communication and management purposes – saves searching and sorting time.  

Buildings and Complexes:

• Stores all relevant information for any building, including physical address, driving directions, local weather, areas, installations, warranties, projects, work orders, and any other correspondence or relationship.
• Owning / managing company and contacts are easily linked to a specific building for simple project management.
• Complexes module allows user to create a complex in which to group related buildings for identification and information management purposes.

Product Catalog:

• Serves as your company’s library for all products.
• Can be as general as a common name or as specific as a product’s trade name, manufacturer, product information sheet, and MSDS sheet.
• Product information and MSDS sheets can be easily uploaded for permanent reference – eliminates the need to pull this information from a catalog or website each time it is needed.  

Installations and Installed Products:

• Provides a snapshot of an installation from installed products, methods of installation, date of installation, dimensions and location.
• Stores detailed information regarding any construction-related installations from roof systems to floor systems.
• All specific information for installed products, warranties, projects and their respective buildings is one click away.

Warranties:

• Displays all warranty information for any warranty in your database (including the actual uploaded document).
• Warranties are easily searched by expiration dates or buildings to quickly find out if an installation is still under warranty and if so, the details of that warranty.  

Invoices:

• Displays all invoices generated from work orders and projects.
• Payments are easily recorded; delinquent accounts are clearly marked.
• Multiple ways to sort invoices and export data.  

Documents:

• Displays all uploaded warranties, building blueprints, roof area diagrams, digital pictures, contracts, specs, movies and other files uploaded for future reference.
• This category also exists within each module for easy and direct uploading and organization.

System Administration:

• Gives user company ability to edit lists within many of the modules.
• Provides security features for main user such as additional user controls and a detailed audit log.