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Category: Resources

Roof Inspections = Work Orders In 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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Webinar Monday Is Back

TODAY at 11:00 am and 4:00 pm. “New” Work Order Checklist Functionality Program checklists by Work Order Type/Subtype Use Library to populate checklist notes Upload digital photos directly with each checklist item Consider programming Work Order Type for “Inspection” with subtypes for different types of inspections Each Work Order type and subtype can have a unique […]

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Class Enrollment Begins!

WHAT IS DATAFORMA UNIVERSITY? Dataforma U is a full day training class at Dataforma’s corporate office in York, PA with a focus on a specific business process to help contractors increase sales and efficiency. At Dataforma U, we instruct attendees how to best implement the most recent upgrades and features within Dataforma, including sneak peeks […]

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Join Us for A Webinar

The 2013 PSU Webinar Series Part IV is scheduled for Monday, December 9, 2013 at 2:00 pm (EST). Please join us!  2013 PSU Webinar Series Part IV Going to the next level in Dataforma Thinking of Expanding Stay in Touch Dataforma “U” Detailed agenda for Dataforma “U” classes PSU Pop Quiz Q/A for Questions 6 […]

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Webinar Monday!

Next week starts our Post 2013 PSU Webinar Series of topics. Part I is scheduled for Monday, November 18, 2013 at 2:00 pm (EST). Please join us! 2013 PSU Webinar Series: Part I Service Made Simple App and CRM Upgrades Pre-register for the Webinar and get reminders directly from Go To Meeting – the best […]

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Hot Off The Press!

If you haven’t had a chance to flip through the latest addition of Midwest Roofer, you might want to take a look at the attached link.  Brian Cook, Dataforma’s Vice President of Sales, had a few words-of-wisdom when selecting roofing technology for your company. 3 Technology Missteps To Avoid Note:  Brian will be signing copies at your local […]

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AnyUser, AnyTime, AnyPlace

In case you missed this month’s webinar or if you want to view past, recorded webinars, we now have all past recorded webinars uploaded to the Dataforma Customer Portal for easy access for our partner companies. You can access these direct from our website, follow these instructions: 1.  Goto www.dataforma.com 2.  Goto the “Webinar” link, […]

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Webinar Monday Is Here

See what we have planned for today….hope you can make it! TIMES: Monday, Aug 5, 2013 11:00 AM – 12:00 PM EDT Monday, Aug 5, 2013 4:00 PM – 5:00 PM EDT   Walk through the Dataforma “electronic” work order process with Customer Portal: Client reports work order via the Customer Portal View unapproved client […]

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Pull Those Archived Files!

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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