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Category: Resources

Dataforma Android App Is Here!

Great news to start the week.  THE ANDROID APP IS HERE AND READY FOR DOWNLOAD!  Please see what your Android  phone could be doing for you, your business and your customer! The Dataforma (DF) App is stream-lined to give field employees the ability to access and update their DF information in real time. The App […]

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Monday Webinar…Don’t Miss It!

No Joke!  There really is a Webinar on April 1, 2013!!   Don’t be an April “fool” and miss it!   See what we will be covering this week. Tips for success in tracking leads during/soon after storms: *   Quick create Projects *   How to set Defaults for users during storms to speed up the process of […]

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Leads To Bids – Bids To 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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Helpful Information Ahead!

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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You Asked, We Listened!

When our user companies tell us what they need, we do our best to make it happen.  Below are  a few recent requests we were able to accommodate. 1.  Allow users to create default directory structures for Building Areas.  Plus allow users to move documents to / from Building Areas 2.  Added functionality to show Work […]

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Lots of Bang for Your Buck…GAF Bucks!!

Did you know GAF Bucks can be used to pay for any Dataforma fees?  This includes installation fees, user fees, template charges, additional training, custom templating and fees for attending DFU classes. Contact your GAF territory manager to find out how many GAF Bucks are in your account.  Dataforma can coordinate with GAF to apply […]

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TIP OF THE WEEK!

Using the App to quickly find Companies, Contacts and Buildings WHILE MOBILE! FIND CONTACTS  (customers & vendors), phone numbers and email addresses, so you may connect with them through your phone while in the Dataforma App! FIND COMPANIES/OFFICES (customers and vendors) phone numbers and physical addresses with the map functionality for driving directions while in the […]

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Upcoming Webinar

Webinars:  Monday, March 4th at 11am & 4pm (EST).  Hot topics, such as the latest in the Dataforma Apps!  We have lots of informaton to share.  Call Shelly Thompson at 866-764-9992 (ext. 0 ) to get set-up on  the webinar.  So call now….operators are standing by. Items to be discussed. IOS App – iPhone/iPad :  IOS […]

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Data Cum Laude

  DFU meetings were a great success!  Our class sizes ranged from 7 to 13 over the first four sessions.  We shared the latest developments related to Work Orders for contractors who have a strong focus on commercial service and maintenance work.  Some of our partner companies shared their success stories about implementing a new […]

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School Is Now In Session

This past week we kicked off our Dataforma U program and we couldn’t have asked for a better group of students.  No matter what  level of user (from new to very experienced) there was a wealth of information to be shared.  One beneficial part of this program, was not only learning from the Dataforma trainers, […]

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