Dataforma 101: Online training for Dataforma
Dataforma 101 is an online training course to teach you the basics of using Dataforma: a powerful cloud based database program serving the roofing and construction industries. Whether you have extensive experience using Dataforma or are completely new to the system, this course will walk you through the basics and help you feel comfortable navigating around the database. It is important to have a solid foundation in the program which will allow you to learn the content in other courses including a course on Work Order Management and the Client Portal.
Instructor: Jeremiah Rizzo
- How to navigate Dataforma including logging into the system.
- Definition of terms that Dataforma uses.
- How to search for and find files you need.
- How to use the different modules available.
- How to use the system to manage digital pictures.
- How to use Dataforma most effectively for your company to manage the company’s extensive amount of project related information.
- The standard process for entering in companies, contacts, and buildings your company works with.
- Dataforma 101 Manual