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Category: Tips & Tricks

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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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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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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Tipsy Tuesday

Program your Quick Print settings, Lightning Bolt printer icon to save time.   If you choose the same template each time you export from a specific module, program your ‘Quick Print Settings’ to automatically select the template each time you select the printer icon with the lightning bolt. Quick Print Settings are programmed for all modules […]

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Tipsy Tuesday

Program your Message Board to Auto Refresh. The system has been updated recently to allow you to auto refresh your message board every XX minutes (Select from 5 Minutes to 120 Minutes). In the past, when the system “refreshed” the entire screen would re-fresh, so we typically programmed all usernames to “Auto Refresh Off” in […]

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