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THE DATAFORMA PULSE – APRIL 2021 | Vol V

Check out Dataforma’s new functionality and features in our quarterly newsletter!

THE DATAFORMA PULSE

WHAT’S GOING ON IN THE WORLD OF DATAFORMA

APRIL 2021 | VOL. V

Keeping You Informed DF Style 

We have been very busy at Dataforma the first quarter of 2021. As we sit back, hopeful that the world continues to open up and anticipate that in-person/ live events will occur, we want to thank you for your partnership, your feedback & your amazing contribution to the roofing & field service industry.

Please enjoy this volume (V) as we continue to work hard to provide value & up-to-date tech functionality for our awesome Dataforma contractors. Loads of new features happening the beginning of 2021 & beyond. Here is a sneak peek …..

WHAT’S NEW: Q1 2021

INVENTORY MODEL 

YES — INVENTORY IS NOW LIVE!

Use inventory to track all materials and allocate to a warehouse.

Eliminate the need for another stand alone model

Call customer service at 866-764-9992 ext 0 to find out more!

LABOR API

THE DATAFORMA LABOR API IS NOW RELEASED!

DF users can now integrate DF labor records with their payroll systems! Each DF client will be responsible for building middleware to link DF and their payroll systems, yet this will give them the ability to build integration to whatever degree they choose. We will continue building out api(s) for each module

EMAIL INTEGRATION SIGNATURES

YOU ASKED AND WE DELIVERED…………………

Many of our clients loved the functionality of linking invoicing in DF with their Outlook and Gmail, but wanted to have custom signatures as well…& the wait is over! Each DF user can set up their signature within user settings…get ready for more outlook integration soon…

WHAT ARE WE WORKING ON NEXT IN ‘21?

MODULE IMPORTER

DON’T LIKE DATA ENTRY?

Good news, we are adding the ability to import companies, contacts and buildings in bulk! This will allow DF users to import lists of these items from an excel file, avoiding time-consuming data entry

We expect the functionality to be available by June, giving you more time in the sun!

PROJECT FIELD REPORTS

OUR MUCH ANTICIPATED FIELD REPORTS FUNCTIONALITY IS ALMOST READY…………

………….LOOK FOR THE UPGRADE BY MAY!! 

Each DF client can create as many reports as they like, allowing their crew leaders to document daily job info from the mobile app.

FEATURING:

**Safety Reports**

**Roofing Reports**

**Change Order Forms**

YOU ARE ONLY LIMITED BY YOUR IMAGINATION

MULTIPLE SALES TAX

WORKING IN MULTIPLE COUNTIES?

Contractors operating in many jurisdictions will love this upgrade – allowing you to add multiple tax jurisdictions to a building so taxes automatically calculate. Look for this in June.

OUTLOOK EMAIL INTEGRATION 

Another major upgrade request we’ve had from many of our clients – users will soon be able to take an Outlook email and log it into DF…without having to do the work of manually creating a correspondence! Users will be able to have their defaults set, all the info from Outlook will pull over and you will only need to add a regarding and hit ‘create’ in DF!

This should also be released by June…it’s shaping up to be a big summer!

HAPPY DATAFORMA CUSTOMER 

The strength of Dataforma is the team behind the program and their willingness to listen to all of their partners to continue to add or modify an already outstanding product. It is evident that the team at Dataforma has a philosophy of continual improvement.

J Reed Gooding – President

DATAFORMA IS HITTING THE ROAD

Have you heard? Dataforma is coming to a city near you.

We are bringing back the Dataforma PSU (Principal. Super. User.) – and hosting mini regional meetings nationwide. Come join us & register for a free full day of training. We will be discussing Dataforma functions & updated features starring our founder and president, Daryl Maronic.

UPCOMING REGIONAL MINI-PSU EVENTS: 2021-2022

  • York, PA: June 17th, 2021
  • Indianapolis, IN: July 15th
  • Denver, CO: August 12th 2021
  • Kansas City, MO: September 16th 2021
  • Hartford, CT: October 21st 2021
  • Orlando, FL: January 13th 2022
  • Dallas, TX: March 10th, 2022
  • Sacramento, CA: April 7th 2022

For More Information And To Register:

Contact Colin Wixted at 616-716-1574 cell or cwixted@dataforma.com

https://www.dataforma.com/2021-2022-mini-psu-meetings/

A New Affinity Partnership with Dataforma:

Featuring Cotney Attorneys & Consultants

Many of you have noticed the name Cotney around in our industry. This name is synonymous with educational webinars on roofing legal areas of expertise, immense involvement in the regional roofing associations as well as a steady source of knowledge on all things Covid-19 Roofing related in 2020 – 2021. 

Cotney Attorneys & Consultants was founded by Trent Cotney in 2012 and has branched out into many different business arms, including Lobbying, OSHA Defense & Construction Law and Business Operations Consulting with CEO John Kenney. Many of their clients in the construction industry appreciate the benefits of working with a single comprehensive firm capable of serving all of their legal, business and consulting needs. Cotney is proud of their customer-first approach and dedication to the construction industry.

As a new affinity partner of Dataforma, Cotney will be offering all services to our wonderful contractors including, yet not limited to:

  • 15% off all Cotney Consulting Services
  • Business Services
  • Training
  • Risk Management
  • And access to Cotney webinars

For more information, please reach out to …….

Whitney Jackson-Beasley

Sales Consultant Manager

(813) 588-5060

Please check out this week’s webinar on Wed April 7th at 11:30 EST with John Kenney and Brian Cook discussing Using Data to Grow Efficiency

Register with this link below

https://attendee.gotowebinar.com/register/6473564238402066957

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