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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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Tips on Getting the Most Out of Dataforma

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 […]

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