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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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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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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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