Dataforma, Inc.

Dataforma, Inc. Dataforma is the Service Management Software for commercial contractors.

Encourage crew skill development on the job.*Pair experienced and newer crew members*Run mini-challenges (fastest cleanu...
06/16/2026

Encourage crew skill development on the job.

*Pair experienced and newer crew members

*Run mini-challenges (fastest cleanup, most accurate documentation)

*Log results in Dataforma

Learning while working keeps your crews sharp.

FRSA 2026 β€” what a show. πŸŒ΄β˜€οΈWednesday’s welcome reception kicked things off right, and two days on the floor didn’t slow...
06/12/2026

FRSA 2026 β€” what a show. πŸŒ΄β˜€οΈ

Wednesday’s welcome reception kicked things off right, and two days on the floor didn’t slow down from there. Shoutout to the FRSA for adding free educational seminars this year β€” it brought more people through the door and made for a much more engaged show floor.

Got to spend time with some of our favorite customers (and yeah, friends at this point) and met a ton of contractors ready to take their operations to the next level.

Grateful for this industry and the people in it. Already looking forward to next year.

πŸ“Έ Swipe through for highlights from the floor and the reception.

Focus on customer satisfaction during peak season.*Confirm follow-up emails & photos are sent*Document client approvals ...
06/09/2026

Focus on customer satisfaction during peak season.

*Confirm follow-up emails & photos are sent

*Document client approvals in Dataforma

*Flag potential delays early

A little attention now prevents last-minute headaches.

FRSA is almost here.If you're heading to the 104th Convention & Expo in Kissimmee β€” June 10–12 β€” stop by Booth 632 and s...
06/08/2026

FRSA is almost here.

If you're heading to the 104th Convention & Expo in Kissimmee β€” June 10–12 β€” stop by Booth 632 and see Dataforma live.

Dataforma is the platform that connects Sales, Service, Production, and Maintenance for roofing contractors β€” so your entire operation runs from one system instead of four.

Brad McCullough and Monica Ochs will be on the floor doing live demos β€” but we also want to hear from you. Stop by and tell us about your biggest challenges. The more we understand what's slowing your operation down, the better we can show you whether Dataforma is the right fit.

Come find us at Booth 632. Let's talk.

Introducing our final widget in the series, and it just might be our favorite! Widget  #6: The Deal Turnaround Time widg...
06/05/2026

Introducing our final widget in the series, and it just might be our favorite!

Widget #6: The Deal Turnaround Time widget. This tool allows you to monitor the duration it takes to close deals, complete with detailed breakdowns by staff and distribution analysis.

Understanding the time it takes to finalize deals enhances your forecasting abilities, optimizes staffing, and helps set realistic expectations for your team.

This concludes our 6-widget Sales Dashboard series. Now, we want to hear from you! Which widget do you find most valuable for your business? What widget do you wish existed that isn’t on the dashboard yet?

Share your thoughts in the comments or send us a DM. Your feedback is crucial as we develop this platform for you. Stay tuned for more updates! πŸš€

Introducing Widget  #5 of 6 in our Sales Dashboard series! Meet the Sales Activity Report widget, where you can analyze ...
06/03/2026

Introducing Widget #5 of 6 in our Sales Dashboard series!

Meet the Sales Activity Report widget, where you can analyze close ratios and win rate trends through a period-over-period comparison of won versus total opportunity revenue.

Activity drives results! This widget ensures your team can visualize, measure, and act on essential metrics.

Customers, are you utilizing the Sales Activity Report? What activity metrics hold the most significance for you? We’d love to hear about what you’re tracking! Share your thoughts in the comments or send us a DM.

Stay tuned for the final widget launching next week!

πŸš€πŸ“ˆ

JUNE – Peak Season PerformanceEarly summer is perfect for crew efficiency audits.*Track time per task*Confirm job notes ...
06/02/2026

JUNE – Peak Season Performance

Early summer is perfect for crew efficiency audits.

*Track time per task

*Confirm job notes & photos

*Look at equipment utilization

Dataforma makes audits simple β€” and we’ll walk your team through the reports.

Hurricane season officially starts today β€” is your operation ready? πŸŒ€For our coastal contractors, the next few months br...
06/01/2026

Hurricane season officially starts today β€” is your operation ready? πŸŒ€

For our coastal contractors, the next few months bring more leads, more inspections, and more pressure on your team to keep up. The difference between a smooth storm season and a chaotic one usually comes down to one thing: preparation.

Here's how Dataforma helps you stay ahead:

βœ… Field Reports β€” document every pre-storm inspection with photos and notes, all tied to the customer record
βœ… Site Tag Map β€” identify and prioritize high-risk properties before the calls start rolling in
βœ… Correspondences β€” reach your entire customer base at once with pre-storm prep notices, post-storm check-ins, or seasonal inspection offers, all sent directly from Dataforma without needing a separate email tool
βœ… Work Order Calendar β€” keep your scheduling organized when your board fills up overnight
βœ… Client Portal β€” give your customers a place to track their job status so your phones aren't ringing off the hook

The best time to get your system buttoned up is before the season hits β€” not during.

Drop a comment or send us a message if you want to talk through how Dataforma can help your team handle whatever this season brings. πŸ’ͺ

Good news for our coastal contractors β€” National Oceanic and Atmospheric Administration (NOAA) is forecasting a below-no...
05/31/2026

Good news for our coastal contractors β€” National Oceanic and Atmospheric Administration (NOAA) is forecasting a below-normal 2026 Atlantic hurricane season. πŸŒ€

Here's what the latest outlook says:

β›ˆοΈ 8-14 named storms (avg. is 14)
πŸŒ€ 3-6 hurricanes (avg. is 7)
πŸ’¨ 1-3 major hurricanes (avg. is 3)

The main reason? El NiΓ±o is expected to develop and intensify during the season, which typically suppresses Atlantic storm activity.

But here's the part that matters most β€” NOAA's own forecasters put it plainly: "It only takes one storm to make for a very bad season."

A quieter forecast is not a pass on preparation. It's actually the best time to get your operation dialed in before the season heats up.

Tomorrow we'll be sharing how Dataforma can help you and your team stay ready all season long. Stay tuned. πŸ‘‡

Full NOAA outlook: https://www.noaa.gov/news-release/noaa-predicts-below-normal-2026-atlantic-hurricane-season

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410 Kings Mills Road
York, PA
17401

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