Data-Basics’ Annual User Group Meeting 2021:


Registration is Open!


Conference Dates: Monday, September 20 & Tuesday, September 21st

Please join us for the UGM Virtual 2021 User Group Meeting! Though we are unable to welcome you to Cleveland in person, our staff and integrated software partners all look forward to learning more about you, your individual business needs and helping you best utilize SAMPro Software’s powerful components and customizable features via our 2021 virtual conference. We remain dedicated to providing you the best service possible, and hope to be able to hold our traditional conference with you again in Cleveland next September, 2022.

Our software is designed to give you the ability to do business from “Anywhere,” as well as to grow and adapt successfully to changes in the marketplace. UGM 2021 is free for any of your staff members to attend as a part of your company’s current support agreement with Data-Basics. Registration is required and available online via the link included in your invitation email. Please Contact our Conference Coordinator for more information about attending or becoming a sponsor.

Who Should Attend UGM?

UGM is a private event for SAMPro users and our integrated partners. Every year our staff and sponsors look forward to welcoming Owners, Financial Executives, Service & Project Managers, IT Administrators, Department Supervisors, Dispatchers and Executive Support Personnel to our traditional conference in Cleveland. For 2021, all breakout sessions and sponsor conferences will again be held via GoTo Meetings and all SAMPro users are welcome to register as a part of your company’s support contract.

UGM Virtual 2021 remains tightly focused on the SAMPro components, features and integrated products that have been designed to enhance your ability to oversee communications and deliver quality services to your clients from “virtually anywhere”. Though we are unable to welcome you in person, our goal and dedication remains to provide you the best tools possible to maximize the value of your SAMPro system with:

  • Useful information, tips, tricks, and best practices for our Anywhere Suite Web Portals and our most popular breakout sessions from past meetings.
  • The opportunity to learn more about SAMPro’s integrations with our valued partner sponsors.
  • Virtual networking with SAMPro users from across the U.S. and Canada with your MyDataBasics User Forum account.

Virtual Booths:

Meeting with Our Integrated Partners

SAMPro Enterprise components are designed to work in perfect sync with your overall system to eliminate communication gaps, provide access to real-time information, phase out double entry, and keep data/documents organized.

Our partner products are value enhancing extensions of SAMPro’s powerful end-to-end integration and each will have staff available in Virtual Meeting Booths to answer your questions throughout the day on both Monday and Tuesday.

You may register for any of the Virtual Booth presentations when selecting your Breakout Sessions. Please Contact our Conference Coordinator for individual consultations with or information about our integrated sponsors prior to the conference.

Virtual Networking:

The My Data-Basics Forum is a private web forum where SAMPro users can review the latest updates available for Data-Basics software, exchange ideas, and share tips with other SAMPro users. The forum is a convenient way for you to view or download training materials and learn about new features, reports and shared analytics.

Our client base consists of companies from across the U.S. and Canada that manage a wide range of residential, commercial and national field service and construction industry contracts. Your My Data-Basics Forum account is a convenient way for you to communicate with industry peers on any variety of topics. Our annual dedicated attendees and attending staff together have defined the fundamental theme of UGM… “Learn, Connect, Enjoy.”  To our newest clients, we hope for the opportunity to greet you in person next fall for the traditional UGM Welcome Reception and scheduled social events that we have all come to Enjoy. Please Contact our Conference Coordinator at any time for assistance logging into or setting up your account.

2021 Virtual Sessions

All Breakout Sessions & Virtual Booth Meetings will be held during Eastern Standard Time.

Full Group Welcome Session

Monday traditionally begins with a Full Group Welcome Session held in the Louis Stokes Wing Auditorium of the Cleveland Public Library. Our director of development Tim Carcione will be welcoming you to UGM Anywhere Monday morning as always with a special address in the Virtual Welcome Meeting.

Monday 9/20: 10:00 AM – 10:30 AM

Credit Card Interfacing in SAMPRo

NEW for 2021!

The session details credit card processing features for automatic PM Invoice processing and AR Cash Receipts. New 9.1 features including the selection of existing Aliases in AR Cash Receipts, Receipt report, and additional processor selections are also covered.

Monday 9/20: 2:00 PM – 3:00 PM

SAMPro 9.1 DBAnalytics™ with PM Workbench & Job Scheduler

PM Workbench Project Management software is a 2018 Winner of the HVACR News Dealer Design Awards as a start-to-finish resource for balancing time management, cost management, quality management, decision-making, and human resources. PM Workbench provides a real-time summary of the cost/progress status of your jobs as a whole, detailed costing information by cost code or category, and much more. Nothing surpasses the superior integration of an ERP system when it comes to project management software and analytics.

This session will discuss how to configure and use the web-based Project Managers Workbench and Job Scheduler and how to utilize the various configurators and communiques of the RFI, Transmittal and Submittal processing tools. Registry settings and minimum system requirements will be discussed as well along with intended workflows.

Monday 9/20: 12:30 PM – 1:30 PM

Tuesday 9/21: 3:30 PM – 4:30 PM

SAMPro 9.1 Dispatch, New Call & Work Order Analytics

Our New Call and automated Dispatch Boards are packed with features to help your service dispatchers manage increasing volume with ease and maximum efficiency. Designed to provide your dispatchers the ability to access vital information and “ask the right questions,”  from the first call to the last,  you’ll have the speed and efficiency to get the right tech to the job fast.

This session will discuss how to configure and use the web-based Dispatch Board, New Call Create and Work Order analytic functions. Learn how this exciting interface empowers operational personnel to perform their jobs from anywhere they have internet access. Features covered will include the ability to add inventory & other charges, milestones, notes, and more on the many additional tabs available within the Work Order Editor.

Monday 9/20: 3:30 PM – 4:30 PM

Tuesday 9/21: 2:00 PM – 3:00 PM

DBAnalytics™ Beginner: Getting Started

DBAnalytics™ is a 2019 Winner of the HVACR News Dealer Design Awards for its’ power and flexibility in delivering insights from every department in your company. No longer reserved only for the most “critical” decisions, analytics software can track everything from individual technician work performance to your company’s overall financial picture. As an integrated component of our ERP system, DBAnalytics functions seamlessly with your entire database, delivering the ultimate in precision reporting on any scale.

This beginner session will cover the newest updates and KPIs available. Dashboard setup and profile cloning will also be discussed, along with tips & tricks to get the most out of DBAnalytics.

Monday 9/20: 11:00 AM – 12:00 PM

Tuesday 9/21: 12:30 PM – 1:30 PM

DBAnalytics™ Exploring Advanced Analytics

NEW for 2021!

Dive into our ‘advanced’ analytics and added ability to update the SAMPro database via connected analytics. Advanced analytics for Job Costing, Service History, Accounts Receivables, Accounts Payables, General Ledger, and Payroll provide a unified way of looking at various aspects of your business. Discover how to create customized views of data and about our set of “connected” analytics that allow the operational personnel in the company access to the tools they have in back-office SAMPro.

Tuesday 9/21: 11:00 AM – 12:00 PM

Visit the DBFleet® Virtual Booth

DBFleet® GPS Tracking Software displays real-time activity data with detailed work order information from your SAMPro system for a complete perspective of the details related to your field personnel and work orders in one convenient platform. A fully integrated component of SAMPro, DBFleet is the simple solution for monitoring technician location and movement in relation to field work orders for any size company. DBFleet will also generate meaningful reports that help your management team increase efficiency.

Register for the demo sessions of the DBFleet app or open discussion with Q&A. Learn about WO tracking, reporting and analytics features with Q&A about adding DBFleet to your SAMPro System. Contact our Conference Coordinator any time prior to the show for an individual meeting with our DBFleet specialist.

DBFleet Demo Session: Monday 12:30 PM – 1:30 PM

DBFlet Open Discussions: Monday 2:00PM – 3:00PM

DBFleet Demo Session: Tuesday: 2:00 PM – 3:00 PM

DBFlet Open Discussions: Tuesday 3:30PM – 4:30PM


The FMAnywhere® Self-Service Customer Portal is a browser-based tool that allows your customers a secure and easy way to review their service requests and invoices, enter a new service request, accept a quote, and much more. Our self-service portal gives your clients the power to better manage business by having all their work history at their fingertips. All information is auto-synced with SAMPro, delivering up-to-date, real-time data, 24/7 for you and your customers.

This session will cover FMAnywhere features and setup, specifically how to set up a dashboard for your client accounts.

Monday 9/20: 3:30 PM – 4:30 PM

Tuesday 9/21: 3:30 PM – 4:30 PM


The TimeAnywhere® Remote Time Entry Portal will accommodate any number of employees in your increasingly mobile workforce.  TimeAnywhere was the 2016 Gold Winner of the HVACR News Dealer Design Awards for its’ functionality helping employees and management easily enter labor and expenses while on the road or in the field. As a mobile application, it not only allows timesheet entry from virtually anywhere in the world, but also enables easy reporting once your employee’s time is entered in the system.

This session will cover how to use the TimeAnywhere remote time entry application with an overview of the module and answers to frequently asked questions.

Monday 9/20: 3:30 PM – 4:30 PM

Tuesday 9/21: 2:00 AM – 3:00 PM


The TechAnywhere® Service Technician App is one of SAMPro’s most popular components. Utilizing secure, password-protected connectivity, mobile technician software lets your technicians easily capture vital client information, report activity, update work orders and much more through any Android wireless device. With the accuracy of information recorded directly from the field and the added power of “store and forward” synchronization when out of network range, you’ll never lose work order data again.

It’s all about TechAnywhere! This session will highlight features & integrations, theme options and best practices.

Monday 9/20: 2:00 PM – 3:00 PM

Tuesday 9/21: 12:30 PM – 1:30 PM

Virtual Booths:

Meet Our Integrated Partner Sponsors

Virtual Booth Representatives will be Available to Meet You Monday & Tuesday!

UGMAnywhere is a private conference for SAMPro users. Our sponsors are hosting a variety of live presentations and “Virtual Booth” open discussion periods where you can join meetings to speak live with a representative. You must register for each integrated sponsor session individually via the registration link included in your invitation email. You may also Contact our Conference Coordinator prior to the show to schedule an individual meeting with any one of our integrated partner sponsors.

Monday 9/21

Sponsor Presentations Session 1: 9/20  11:00am – 12:00pm

Sponsor Presentations Session 2: 9/20  12:30pm – 1:30pm

Sponsor Presentations Session 3: 9/20  2:00pm – 3:00pm

Sponsor Presentations Session 4: 9/20  3:30pm – 4:30pm

Tuesday 9/22

Sponsor Presentations Session 5: 9/21 11:00am – 12:00pm

Sponsor Presentations Session 6: 9/21 12:30pm – 1:30pm

Sponsor Presentations Session 7: 9/21  2:00pm – 3:00pm

Sponsor Presentations Session 8: 9/21  3:30pm – 4:30pm


Seamlessly Transfer Vital Data Between Vehicles, Drivers & Back Office

Intellishift’s integration with SAMProTM Enterprise Field Service Software enables users to see real-time locations of vehicles to cross reference available technicians with current work orders. This allows for easy ability to organize schedules, manage and track job progress, and manage the dispatching process. In addition to making smart real-time dispatching decisions, historical reports that compare telematics data to the technician-entered work order details to ensure you have accurate records for billing purposes. Keeping in mind the investments that have already been made to improve enterprise operations, Intellishift seamlessly integrates with more than 400 mission critical applications — fuel card, tolls, HR, accounting, CRM, ERP, procurement, logistics — while enhancing their value.

Electronic Payments

Payment Solutions & Support for HVACR & Service Companies

Electronic Payments has been a recognized industry leader in credit card processing since 2000, providing companies nationwide with secure payment processing solutions to optimize and streamline operations. As an integrated partner with Data-Basics, Electronic Payments can add value to your SAMPro software with convenient payment processing solutions.


Tax Compliance Done Right

Avalara, Inc. is a leading provider of cloud-based tax compliance automation solutions. Your SAMPro software interfaces seamlessly with Avalara’s sales tax calculation system to protect your company from the financial risks of errors and to keep you up to date with changing legislative regulations, new tax rules, or shifts in product taxability. Once activated, AvaTax software can calculate sales tax for every one of your business transactions based on jurisdiction laws and rules, without bogging down your billing or finance teams.

XOi Vision

A Seamless Integration with Your SAMPro® System

As a fully integrated partner with Data-Basics, XOi Vision works seamlessly with TechAnywhere® to connect field service technicians, office staff, and their customers. XOi enables on-the-job photo and video documentation, workflow automation, real-time remote video support, and training.  

The XOi app provides access to an extensive knowledge base of relevant equipment documentation and training content. Through innovative technology, XOi simplifies technicians’ work, validates consistent quality, and transforms the customer experience.


Global Payments

Industry-leading payment solutions

Global Payments Integrated helps businesses succeed by delivering secure and personalized payment solutions to accept payments through their systems and add value to their software. Together With SAMPro, Global Payments Integrated offers secure payment solutions already embedded in your SAMPro software and TechAnywhere® field service app.

While many processors offer payments tied to antiquated platforms designed to support stand-alone systems, the Global Payments Integrated platform provides custom, scalable and fast payment solution integration – accommodating the swiftly-shifting ways consumers pay for goods and services. With this visionary payment processing platform, Global Payments Integrated helps business management software companies grow their business through our embedded commerce services, bolster customer loyalty with unique payment solutions, and improve profitability.