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Great Time at PSU 2014!

If you missed out on this awesome event, you can always request a demo from us and get more information about what Dataforma can do for your business by filling out our request form. Just click the button below to get started! Contact Us Today

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Tips on Doing Roof Inspections with Dataforma

Roof Inspections can be completed via the Work Order module in Dataforma.  The following are some of the advantages of using Work Orders for Roof Inspections: 1.  The companies, contacts and buildings involved with a roof inspection more than likely already exist in your Dataforma database.  If they don’t already exist, it only makes sense […]

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Dataforma Celebrates 10 Years in Business

DATAFORMA TURNS 10 YEARS OLD! Like any proud parent, we think back to the challenges and triumphs that brought us here and we celebrate this milestone with all our partner companies. We give a special thanks to the original 10 companies that saw our potential (way back when) and took a leap-of-faith in our product. You hold […]

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DF FORUM is almost HERE!

As we travel the country, meeting roofing professionals just like yourself, we often hear great conversations related to the industry.  We’ve discovered there is an important, common thread of interest we share….improving our business and the industry we serve. Dataforma has created a spot for roofing professionals to gather and share their knowledge (or find the knowledge).  Watch for DataFORUM to […]

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Congressman Perry Visits Dataforma

J.D. Brown Center for Entrepreneurship  and Dataforma have always had a strong relationship; therefore when Jeff Vermeulen, Executive Director for York College of Pennsylvania, informed us he would be visiting our office with Congressman Scott Perry, we couldn’t have been more pleased.  We were honored to be part of the tour for Congressman Perry.  Apparently he has […]

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How to Record Historical Project Information

Record Historical Residential Project Information You may want to consider entering historical data from completed Residential projects before using the Dataforma database.  Take the important information you have stored in paper job files and record it electronically in Dataforma to sell additional work to the same customers in the future.  This will also provide better customer service on the […]

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Market Your Company Through Dataforma

At your next company staff meeting, ask everyone on your staff if ALL business contacts are being entered into your Dataforma database.  Why?  We want to ensure when you are doing marketing via your Dataforma system in Correspondence, all of the intended recipients are receiving the mass emails or letters. Example, if you are only […]

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Track Equipment Without A Spreadsheet

Do you want to eliminate another spreadsheet in your office to keep track of your equipment?  Use the Dataforma “Equipment” module.  Our Equipment module tracks the current location of all equipment,  employee it’s currently assigned to, placed in service date, purchase price and more…… Equipment is classified into “Types” such as: “Fleet Vehicles”:  Trucks, Company […]

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How to Upgrade Your Invoice Templates

Upgrade Your Invoice Templates to Include Pictures Consider upgrading your invoice templates to include photographs in the same document. In the past our contractors had two exports for invoices.  One was the invoice itself, converted and saved as a pdf document.  The second was a pdf document that export from the associated Work Order via […]

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Tips on Turning Bids into 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 […]

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