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Category: Resources

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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Webinar Hiatus

We interrupt our regularly scheduled webinar to bring you this important message…… We would like to wish our extended Dataforma family a delightful July 4th week.  Remember to turnoff your computers on Thursday and cherish time with friends and family.  We will meet back here, same time next month, for the August webinar.  As always, there will be great information […]

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Adding the WOW Factor!

Upgrade your standard templates to include digital photos from key data you have been collecting for years and more recently via the App. Do your standard invoice templates include digital photos?  Set your company apart from the competition by automatically printing digital photos with your invoices.  Don’t waste time having to export digital photos as […]

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Group-on with Dataforma

Tip of the Week:  Groups of Standard Repair Materials Build GROUPS of products to help with faster processing of materials for Work Orders.   This will help whether you are using the App or the database to enter materials for Work Orders.  For example on a standard EPDM repair, service crews typically use EPDM cleaner, splice […]

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What Did I Miss?

June Webinar Summary REPORTS can be run in the following modules in Dataforma; Projects, Work Orders, Accounts Receivable and Installations.  We reviewed how to use these reports to analyze the data you are taking the time to enter into the system.  For example, you may be surprised to learn who your largest service customer actually […]

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Webinar Reminder

Who couldn’t use a friendly reminder?! Dataforma webinar coming to you THIS MONDAY.  (See topics below)   Dataforma Internal Reports Review: Work Orders: Rough Cost Reports Find common Sources of work View your top service Customers Gauge your turnaround times See your sales activity and more….. Projects: View totals of Leads, Bids and Contracts along with […]

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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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I’ll Have The Dataforma App With A Side of Chips!

Tracey Donels, from K Post Roofing in Dallas Texas, may break for lunch, but that doesn’t mean his productivity slows down.  Armed with a fully charged Ipad, the Dataforma App and a basket of chips, he’s able to review his services crews for the day.  Now how’s that for multi-tasking?!  Tracey sets a perfect example […]

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Growing Into Building Areas

We are often asked where our users can store important details of the “building”?      Our contractors want to know the deck type, current roof system and existing insulation, slope of the deck, drainage type, roof area (S.F.), roof condition and more for buildings.  Most buildings have more than one roof “area”, thus one building […]

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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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