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7 Tips for Managing Your Roofing Business During Hurricane Season

Hurricanes regularly cause significant damage to roofs, resulting in busy schedules for many roofing businesses. Managing urgent repairs and various projects can be very difficult if you aren’t prepared. From contractors showing up late or at the wrong locations to not having materials on hand or misplacing receipts, a lot can go wrong if you […]

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What Makes for an Efficient and Effective Field Service Workforce?

The field service landscape is constantly evolving, which means the demands on businesses are also changing. A study from 2018 shows that the deskless workforce — employees working in the field rather than in an office — makes up 80% of the global workforce. With fieldwork becoming increasingly common and technology steadily advancing, contracting companies face more […]

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How to Improve the Customer Experience in Field Service

In its simplest definition, the customer experience (CX) is the interaction between a customer and your company. From their first encounter with your advertisements to the completion of their work order, customers form an opinion of your brand. If a customer feels they had a positive experience with your company, they’re more likely to choose […]

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12 Field Service Metrics You Need to Monitor

Managing a field service business can be complex, with many factors and components that affect your company’s success. There’s no shortage of data to track that can help you make sense of it all — from the time it takes to get to job sites to the number of times technicians attach service contracts. This […]

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7 Ways Roofing Software Is Changing the Game

Effectively managing a roofing company demands organization and strong communication between every team member. Roofing companies must manage client data, contact and billing information, invoices, material orders, production and more. Managing projects with so many services can become a full-time job. Roofing software helps roofing businesses manage customer relationships, workflow and essential documents to take on […]

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Field Service Safety (and How Software Can Help)

When thinking about security, field worker safety may be what comes to mind. However, adhering to strict work and compliance guidelines protects more than your employees. Proper work regulations also safeguard your business financially and legally. As an employer, you can actively ensure your field service workers follow the right protocols. Field management software makes […]

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Roof Safety Installation Tips for Contractors

Any occupation that requires working at heights comes with inherent dangers, and roofing is no exception. According to the National Census of Fatal Occupational Industries in 2018 report released by the U.S. Bureau of Labor Statistics, roofing fatalities accounted for 96 of the 5,250 work-related deaths during that year.  To provide additional perspective, the fatal injury rate […]

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Build vs. Buy: Field Service Workforce Management Software

Over the past few years, field service has continued to change and evolve alongside consumers’ wants and needs. Technological advances have certainly contributed to much of the industry’s growth in recent years. As industries grow, more focus has shifted to excellent customer service, efficient scheduling tools and easy in-field payment options.  These things have become […]

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The Differences Between Residential and Commercial Solar

The solar industry has a bright future ahead, with a 42% annual growth rate over the past decade. As hardware costs decrease and demand rises, solar becomes a more promising energy source. In such a competitive industry, it’s essential to maximize your productivity and stay on top. If you’re considering offering commercial solar services, you’re already ahead of […]

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2021 & 2022 MINI-PSU Meetings

PSU is hitting the road! Come check out one of our MINI-PSU meetings for Dataforma’s latest updates and learn more about our exciting road map in these educational, one day events. To minimize travel, we have selected multiple regional locations across the country to host our customers in a smaller, more interactive environment. Find the […]

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