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Category: Tips & Tricks

Foolproof Tips for Generating Roofing Leads in 2020 and Beyond

For a roofing company, finding new customers is central to your business. When you get the job done right, the building you worked on won’t need you again for years to come. After all, your customers come to you in the first place because they know you do a good job. However, every building has […]

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Should Field Service Contractors Process Mobile Payments?

Waiting for customer payments to come in before starting your next big job? If you are a field service contractor, this problem should not be holding your business back! With mobile payment processing for field service industries, you can collect payments while working in the field instead of having to wait. Field service management platforms […]

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Professional Roofing Equipment: The Advantage Your Bottom Line Needs – Guest Post by Our Friends at Equipter!!

  The bottom line matters–especially in a competitive industry like roofing. One way to give your contracting business a significant advantage over the rest of the roofing pack is by investing in professional-grade roofing equipment. Learn how these investments will build your bottom line. Increase Productivity If you’ve been in the roof replacement industry for […]

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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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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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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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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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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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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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