Webinar Monday Is Here

webinarSee what we have planned for today….hope you can make it!


  1. Monday, Aug 5, 2013 11:00 AM – 12:00 PM EDT
  2. Monday, Aug 5, 2013 4:00 PM – 5:00 PM EDT


Walk through the Dataforma “electronic” work order process with Customer Portal:

  • Client reports work order via the Customer Portal
  • View unapproved client portal generated work orders via the Message Board
  • View Work Order Calendar
  • Schedule the Work Order
  • Assign Work Order to service foreman to appear in the App
  • Use the App’s “Show My Work Orders” to view Work Orders assigned to you today
  • Use the App to process Work Order
  • Add Labor/Materials
  • Upload Photos
  • Create Comments
  • Custom templates to include Work Performed, Photos and copy of the Authorization Form with signature
  • Make Work Order, Invoice and Photos available in the Customer Portal
  • Generate Work Order Proposal via Budgeted/Proposed Work Order (Make available via Customer Portal)

@ 30 Minute Feature:

Include signature from authorization form in the custom template.



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