Monday Webinar…Don’t Miss It!
No Joke! There really is a Webinar on April 1, 2013!! Don’t be an April “fool” and miss it! See what we will be covering this week. Tips for success in tracking leads during/soon after storms: * Quick create Projects * How to set Defaults for users during storms to speed up the process of […]Read more »
DATAFORMA + GAF = A Great Day!
Thank you GAF for including Dataforma in your Blackhawk, Colorado Seminar and Trade Show! Dataforma enjoyed the opportunity to present to the Western territory roofing professionals. It’s not everyday we get the chance to hang with 200-300 contractors at one time. This is a group that KNOWS roofing and now we hope they know a little more about […]Read more »
Leads To Bids – Bids To Contracts!
TIP OF THE WEEK: Don’t forget the “Lead Date” when creating Projects. Remember to record the “Lead Date” with all new requests for Projects. The Dataforma system uses this date to create a very helpful “Lead Report” to monitor how many Leads turn into Bids and how many Bids turn into Contracts by Salesperson. Each Dataforma […]Read more »
Good Godfrey! Look Who Signed Up?
From our first meeting in San Antonio, Texas, to our training in Ontario Canada……it’s been a perfect match! Godfrey Roofing and the Dataforma system are quickly becoming a good working team. This smart crew started creating Projects and Work Orders, plus trying out the App, before our trainers even arrived. Now how’s that for working your way toward “power user” […]Read more »
Helpful Information Ahead!
Create at least one ‘area’ for each building in your database. ‘Areas’ are where capture detailed information about roof sections in the database. Detailed informations include roof deck type, current insulation, current roof type, condition score, drainage type, slope, area (S.F. / Squares) and more. Entering this detailed information for each separate roof area in […]Read more »
Where In The World Is Dataforma?
If we’re in your area this week, and you would like to have us stop by, please send an email. We always welcome the chance to share the Dataforma experience. Monica Ochs: South Florida firstname.lastname@example.org Daryl Maronic: NewYork /Canada email@example.com Brian Cook: Texas /Ohio firstname.lastname@example.org Scott Potteiger and Kevin: Pennsylvania /Connecticut email@example.comRead more »
Happy St. Patrick’s Day from Dataforma
What goes great with green eggs and ham? You guessed it….GREEN PANCAKES Make sure you have everything needed for tomorrow’s celebration! We wish all our user companies a fun and safe St. Patrick’s Day. St. Patrick’s Day pancake recipe Serves 4 Ingredients: 1 cup all-purpose flour 2 tablespoons sugar 2 teaspoons baking soda 1/2 teaspoon kosher […]Read more »
Welcome Swan Roofing!
Swan Roofing from Plano, Texas is off to a flying start! Upon our arrival for their first day of live training, Andra Schulz had already entered 580+ Buildings & Contacts! AND it was perfectly implemented into the Swan Roofing database. Wow! She has proudly earned the title “Super User” on her first day. Way to […]Read more »
You Asked, We Listened!
When our user companies tell us what they need, we do our best to make it happen. Below are a few recent requests we were able to accommodate. 1. Allow users to create default directory structures for Building Areas. Plus allow users to move documents to / from Building Areas 2. Added functionality to show Work […]Read more »
Lots of Bang for Your Buck…GAF Bucks!!
Did you know GAF Bucks can be used to pay for any Dataforma fees? This includes installation fees, user fees, template charges, additional training, custom templating and fees for attending DFU classes. Contact your GAF territory manager to find out how many GAF Bucks are in your account. Dataforma can coordinate with GAF to apply […]Read more »