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Service First Solutions – Case Study

CLIENT: Service First Solutions TYPE: Service Consultancy Group PARTNERSHIP LENGTH: 15 years TOP RESULTS As the VP of Service at KPost Roofing Dataforma helped grow revenue $1 million in annual sales to over $8 million through better organization and communication. Better Organization led to huge time savings from work order management, invoicing, and customer relationship […]

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Dataforma Event Registration – 2022

Are you ready to increase your business productivity? We have an in-person event scheduled for December 8th, 2022 in Phoenix, AZ. We would like to invite you and your team members to join us! Our event will be held at Embassy Suites by Hilton Phoenix Tempe. It is a 8am-4:30pm workshop designed to help you […]

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KPost

CLIENT: K Post Roofing & Waterproofing TYPE: Commercial and Residential Roofing & Waterproofing Contractor PARTNERSHIP LENGTH: 18 years TOP RESULTS Saves countless hours every week in filing and document retrieval. Improved efficiency in billing and invoice tracking. Centralized data center for simplified document storage and more Client CRM for enhanced customer communication and experience COMPANY […]

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Front Range

CLIENT: Front Range Roofing TYPE: Roofing Contractor PARTNERSHIP LENGTH: 16 Years TOP RESULTS Enabled production team to capture critical job data to improve forecasting Saved up to 6 days a month on accounting and payroll operations with Quickbooks integration Versatile CRM for easier customer communication and full project management Thousands saved due to better material […]

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Rackley Roofing

CLIENT: Rackley Roofing TYPE: Roofing Contractor PARTNERSHIP LENGTH: 12 Years TOP RESULTS Enabled service team to grow from 1 to 25 service crews since 2010 Saved employees countless hours a week of organizational work Delight customers with smart relationship nurturing features Seamless transition to 100% paperless after pandemic COMPANY QUOTE “There’s no way that we […]

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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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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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