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Dataforma
All-In-One Software For Commercial Contractors
Take the guesswork out of material purchasing with Dataforma’s seamless integration with QXO. Request real-time quotes from your local branch, tie pricing directly to specific jobs and move from estimate to order without duplicate data entry or paperwork. Everything lives inside Dataforma, giving your team clear visibility, faster turnaround and ...
From data overload to decisive action
By Jesse Sanchez. Learn how user feedback is driving practical AI tools that turn stored data into immediate action. Roofing contractors are not asking for more dashboards. They are asking for faster answers. At Dataforma’s PSU event, it became clear that the value of software is no longer measured by ...
When contractor-driven software keeps pace with change
By Jesse Sanchez. How long-term industry experience and user feedback are shaping the next phase of roofing technology. Technology adoption in roofing has shifted from optional to essential, driven by labor shortages, tighter margins and the need for clearer operational visibility. In this episode of Roofing Road Trips®, recorded during ...
Streamlining operations with integrated software
By Jenny Yu. Dataforma and O’Hara’s Son Roofing show how partnership leads to practical, powerful tools. In this episode of CoatingsCast™, Karen Edwards spoke with Kim Baxter of O’Hara’s Son Roofing (OSR) and Brian Cook of Dataforma about how contractor feedback is shaping smarter software decisions across the roofing ...
PSU conference drives contractor collaboration
By Jesse Sanchez. The annual gathering from Dataforma connects contractors nationwide for the opportunity to influence product direction through hands-on collaboration and feedback. In this episode of Roofing Road Trips®, Dataforma brought contractors together during its PSU conference for the opportunity to shape product development through direct collaboration. The gathering ...
Sales, AI and mobile innovation
By Jesse Sanchez. Dataforma’s PSU 2025 showcases new sales tools, AI features and mobile upgrades while guiding the 2026 roadmap. Dataforma is turning PSU 2025 into a launchpad for its next generation of tools, with a packed agenda that puts new sales, AI and mobile capabilities in front of contractors ...
North Texas roofing professionals strike up holiday cheer!
By North Texas Roofing Contractors Association (NTRCA). NTRCA’s bowling event offered networking opportunities, friendly competition and seasonal festivities for attendees. The North Texas Roofing Contractors Association (NTRCA) brought the local industry together for a festive year-end celebration on December 11, 2025, hosting members and guests for a bowling social at ...
Putting peer learning at center stage
By Jesse Sanchez. Contractors trade practical insights in a setting built to turn quick conversations into real community and stronger service teams. Dataforma is putting its long-running PSU user conference squarely in the hands of the contractors who use the platform every day, with a 2025 event built around peer ...
How productivity technology is reshaping commercial contracting
By Jesse Sanchez. As contractors expand across states and service lines, Dataforma gives teams a scalable system that unifies documents, reporting, project data and field communication in real time. Commercial contractors are navigating larger footprints and more complex workflows than ever and Dataforma is positioning itself as a central system ...
New leadership, new vision: Putting contractors in the driver’s seat
By Jesse Sanchez. This leadership shift signals fresh energy, bold ideas and user-driven innovation. Dataforma’s signature event, PSU, is getting a major reboot in 2025 as a new leadership dynamic duo steps in. Brian Cook, recently named COO at Dataforma, and Tracey Donels, CEO of Service First Solutions, are now ...
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