Join Us for the UGM Anywhere 2020 Virtual Conference

Monday, September 21st & Tuesday, September 22nd

Thank you all for your feedback regarding attending our traditional User Group Meeting conference in Cleveland. Our entire staff has always looked forward to meeting with you in person each year to learn more about you, your individual business needs and to help you best utilize SAMPro Software’s powerful components and customizable features.

The benefits of attending trade shows and professional conferences are many and include a personal factor that is difficult to recreate in a virtual environment. We, along with those of our entire industry, hope to be able to hold our traditional conference with you again in Cleveland next September, 2021.

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. As we remain dedicated to providing you the best service possible, we would like to invite you to join us for the UGM Anywhere 2020 Virtual Conference.

*UGM 2020 is free to attend as a part of your company’s current support contract 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 2020, all breakout sessions and sponsor conferences will be held via GoTo Meetings and all SAMPro users are welcome to register as a part of your company’s support contract.

UGM Anywhere will be 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: Meetings with Our Integrated Partner Sponsors

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. The forum now has a separate section for UGMAnywhere 2020 attendees to post questions or simply say hello to fellow attendees from past conferences.

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.

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 9/21: 10:00 AM – 10:30 AM

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


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, best practices, its’ newest enhancements… bring your questions, time for Q&A.

Monday 9/21: 2:00 PM – 3:00 PM

Tuesday 9/22: 3:30 PM – 4:30 PM

DBAnalytics™ Advanced Business Intelligence

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 9/21: 11:00 AM – 12:00 PM

Tuesday 9/22: 12:30 PM – 1:30 PM


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 9/21: 3:30 PM – 4:30 PM

Tuesday 9/22: 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 9/21: 12:30 PM – 1:30 PM

Tuesday 9/22: 11:00 AM – 12:00 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 9/21: 12:30 PM – 1:30 PM

Tuesday 9/22: 11:00 AM – 12:00 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 9/21: 3:30 PM – 4:30 PM

Tuesday 9/22: 2:00 PM – 3:00 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: Monday 9/21 12:30pm – 1:30pm

Open Discussion: Monday 9/21 2:00pm – 3:00pm

Open Discussion: Tuesday 9/22 2:00pm – 3:00pm

DBFleet Demo: Tuesday 9/22 3:30pm – 4:30pm

Integrated Partner Sponsor Virtual Booths 2020

Virtual Booth Representatives will be Available Throughout 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 any one of our integrated partner sponsors.

Monday 9/21

Sponsor Presentations Session 1:  11:00am – 12:00pm

Sponsor Presentations Session 2:  12:30pm – 1:30pm

Sponsor Presentations Session 3:  2:00pm – 3:00pm

Sponsor Presentations Session 4:  3:30pm – 4:30pm

Tuesday 9/22

Sponsor Presentations Session 5:  9/22 11:00am – 12:00pm

Sponsor Presentations Session 6:  9/22 12:30pm – 1:30pm

Sponsor Presentations Session 7:  9/22 2:00pm – 3:00pm

Sponsor Presentations Session 8:  9/22 3:30pm – 4:30pm

Schedule Engine

Save time while providing a modern customer experience.

Schedule Engine was created to modernize customer experience in the home services space. Until recently, contractors have had no way of providing their customers with the sort of simple, convenient and informative tech-enabled experience that so many other industries have had for some time now. It is the first and only all-in-one customer support solution built for contractors, by contractors. From intelligent online booking software to 24/7 live expert support and online Preventative Maintenance scheduling, Schedule Engine ensures your customers receive a best-in-class, personalized experience. Designed to complement your SAMPro software system, Schedule Engine can be quickly implemented without any internal training or process changes.

XOi Vision

A Seamless Integration with Your SAMPro® System

As a fully integrated partner with Data-Basics, XOi Vision works seamlessly with TechAnywhere® to capture and share critical on-the-job information with clients and your back office.

The cloud-based application empowers techs to solve problems faster, sets your business apart with a tangible differentiator, and optimizes your workforce by providing consistent quality and validation in the field.

XOi is ready to help you learn more about adding XOi Vision into your SAMPro system for a seamless experience for technicians, managers, and customers alike.


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.

Conference Schedule| Monday 9/21

10:00 AM  – 10:30 AM         Welcome to the UGM Anywhere 2020 Virtual Conference with Tim Carcione

11:00 AM  – 12:00 PM         DBAnalytics Beginner Session 1

11:00 AM – 12:00 PM          Vendor Virtual Booth Conferences Session 1

12:30 PM – 1:30 PM             SAMPro 9.1 Using DBAnalytics with PM Workbench & Job Scheduler Session 2A

12:30 PM – 1:30 PM            TimeAnywhere Session 2B

12:30 PM – 1:30 PM             DBFleet Demo Session 2C

12:30 PM – 1:30 PM            Vendor Virtual Booth Conferences Session 2

2:00 PM – 3:00 PM              TechAnywhere Session 3A

2:00 PM – 3:00 PM               DBFleet Open Discussion 3B

2:00 PM –  3:00 PM             Vendor Booth Conferences Session 3

3:30 PM – 4:30 PM             SAMPro 9.1 Dispatch, New Call & Work Order Analytics Session 4A

3:30 PM – 4:30 PM             FMAnywhere Session 4B

3:30 PM –  4:30 PM            Vendor Booth Conferences Session 4

Conference Schedule | Tuesday 9/22

11:00 AM – 12:00 PM          SAMPro 9.1 Using  DBAnalytics with PM Workbench & Job Scheduler Session 5A

11:00 AM – 12:00 PM          TimeAnywhere Session 5B

11:00 AM – 12:00 PM         Vendor Virtual Booth Conferences Session 5

12:30 PM – 1:30 PM           DBAnalytics Beginner Session 6

12:30 PM – 1:30 PM           Vendor Virtual Booth Conferences Session 6

2:00 PM – 3:00 PM            SAMPro 9.1 Dispatch, New Call & Work Order Analytics Session 7A

2:00 PM – 3:00 PM            FMAnywhere Session 7B

2:00 PM – 3:00 PM             DBFleet Open Discussion 7C

2:00 PM – 3:00 PM            Vendor Virtual Booth Conferences Session 7

3:30 PM – 4:30 PM             TechAnywhere Session 8A

3:30 PM – 4:30 PM              DBFleet Demo Session 8B

3:30 PM – 4:30 PM             Vendor Virtual Booth Conferences Session 8