Dataforma
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 ...
Tackling roofing’s sales gap with integrated tools
By Jesse Sanchez. This sales module aims to streamline the full customer journey for commercial roofing contractors. In this Roofing Road Trips® podcast episode, Brian Cook of Dataforma revealed a bold step forward for the roofing tech company that could reshape how commercial contractors manage sales. While Dataforma has long ...
Dataforma PSU is back and we’re spicing things up!
Our annual conference is set for Thursday and Friday, November 13th and 14th, and we’re excited for both the location and the new agenda. Our event will be held at The Scottsdale Resort and Spa, Curio Collection by Hilton in wonderfully warm Scottsdale, Arizona. The resort has a spa, multiple dining ...
Dataforma promotes Brian Cook to Chief Operating Officer
The company recognizes his leadership and long-standing dedication to customer success. Dataforma, the leading provider of business management software for the roofing and contracting industries, has announced the promotion of Brian Cook to Chief Operating Officer (COO). Cook, who joined Dataforma as an account manager just two years after the ...
A software fit for every roofer
By Jesse Sanchez. One contractor’s search for a truly all-in-one tool led to a surprising standout find. When Kim Baxter joined O’Hara’s Son Roofing (OSR), she was tasked with an ambitious goal: build a national service program nearly from scratch. But before she could do that, she had to tackle ...
