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New Course: How to Use the Dataforma Client Portal

How to use the Dataforma client portal

Dataforma is the roofing and construction industry’s most trusted provider of cloud-delivered software and business management services. Dataforma’s Client Portal gives roofing contractor customers instant access to important information they want those customers to have. Using the Client Portal, clients of roofing contractors can view work orders, invoices, projects, documents, and warranties pertaining to their buildings. It is a great tool that can make your roofing company stand out, but it is important to train your customers how to use it.

Case Study:
Jurin Roofing Services has done just that. Using Construct-Ed, they’ve published their training video teaching customers how to use the client portal, as an online course. They’ve shared this knowledge with the rest of the industry via their free course. Now roofing contractors and customers alike can learn how to navigate the client portal.

This Dataforma course teaches users how to:

  • Log in to the customer portal
  • Submit a work order request online 24/7
  • Navigate the customer portal
  • Find and download files and documents

Construct-Ed is an online platform where companies or trainers and educators in the Construction Industry can have their training videos turned into online courses for free, and distributed to the rest of the industry. For more information, check out www.construct-ed.com.

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