V - UGM 2022

Data-Basics’ Annual User Group Meeting

Registration for V-UGM 2022 Opens Tuesday, August 30th

V-UGM | September 19 & 20

Please join us for the V-UGM 2022 Virtual 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 2022 virtual conference.

V-UGM 2022 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. 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 2022, 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.

V-UGM 2022 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.com User Forum account.

Meet 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 to answer your questions throughout the day on both Monday and Tuesday.

You may register for any of the sponsor partner presentations when selecting your Breakout Sessions.  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

MyDataBasics.com 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.

Contact our Conference Coordinator at any time for assistance logging into or setting up your account.

V-UGM 2022 Breakout Sessions

Virtual UGM 2022 will include the wider variety of content offered at our live meetings with 25 unique breakout sessions and as always, special presentations and live sessions with our integrated partner sponsors.

Please see any of your UGM invitation emails to download the PDF schedule and complete session descriptions for all of the 2022 conference breakout sessions. If you didn’t receive an invitation email contact the conference coordinator to be added to your company’s email list!

IntelliShift offers the only no-risk solution for mobile fleet and field operations, delivering safety, efficiency and guaranteed ROI through intuitive technology and a customer experience blueprint that solves today’s problems quickly and helps you be ready for whatever comes next. IntelliShift is rooted in more than 20 years of IoT and telematics expertise.


IntelliShift and DBFleet Joint Presentation

Monday: Session 3 | 2:00pm – 3:00pm & Tuesday: Session 8 | 2:00pm – 3:00pm

Jordan Kittle and Tim Carcione will provide a demonstration and provide a forum for you to discuss the advantages of having your SAMPro and fleet data in one DB Fleet connected interface. Learn how powerful connecting your DB Fleet with IntelliShift can be.

A Complete Demonstration of the IntelliShift Platform

Monday: Session 2 | 12:30pm – 1:30pm & Tuesday: Session 9 | 3:30pm – 4:30pm

Session provided by Sunil Mathew, Greg Geisler, and Jordan Kittle | Learn how a simple-to-use, single platform without data silos connects all your fleet data to solve safety and operational challenges. We will show you how to leverage AI video, telematics, inspections, maintenance, and compliance technology together to drive better business outcomes.

Changing Technician Behavior & Technician Adoption

Monday: Session 4 | 3:30pm – 4:30pm & Tuesday: Session 7 | 12:30pm – 1:30pm

Session provided Erin Gilchrist-Rugg | Getting safety buy-in from your technicians and changing driver behavior requires more than just technology – it requires a driver-positive safety program. You shouldn’t feel like you are stranded on an island when it comes to implementing driver change while you are getting your day job done. Speak to a former Fleet Manager of the Year and Fleet Evangelist to learn how.


Creating a Safe & Sustainable Fleet

Tuesday: Session 5 | 9:30am – 10:30am

Session by Erin Gilchrist-Rugg | Building a fleet that’s sustainable for the long run – one that’s safe, efficient, and profitable – starts with caring for your fleet from the ground up. That includes building practices that address driver and workforce sustainability, as well as developing yourself as the fleet manager, both personally and professionally. Be sure to subscribe to the Podcast Straight Talk on Fleet and also connect with Erin on LinkedIn.

Risk Management and Safety. How To Run a Safer Fleet

Tuesday: Session 6 | 11:00am – 12:00pm

Session by Sunil Mathew and Greg Geisler | What are you doing today to lower risk to your fleet, protect your brand and keep your technicians safe? IntelliShift’s AI Video, Telematics and Driver Safety solutions with enhanced Driver Scorecards give a comprehensive view of how operators are driving.

Join us to learn how dash cams equipped with machine vision and artificial intelligence can prevent accidents and exonerate technicians from false claims, reduce incidents.

Avalara Tax Research Demo

Monday: Session 4 | 3:30pm – 4:30pm

Join Avalara’s Charlie Tuttle as he demos Avalara Tax Research (ATR). They’ll show you how to get tax right while saving yourself time and frustration with up-to-date sales and use tax research at your fingertips. We’ll learn how you can quickly get updated transaction tax rules, rates, regulations and more to help with tax decisions across the globe. We’ll cover:

  • Finding tax research for sales and use tax, VAT, and GST
  • Staying ahead of potential audits
  • Avoiding costly third-party outsourcing for indirect tax research
Avalara helps businesses of all sizes get tax compliance right. In partnership with SAMPro ERP by Data-Basics, Avalara delivers automated, cloud-based compliance solutions for transaction tax, VAT, GST, excise, communications, lodging, and other indirect tax types.

Simplifying Sales & Use Tax Compliance

Monday: Session 2 | 12:30pm – 1:30pm & Tuesday: Session 7 | 12:30pm – 1:30pm

You’re not alone if you ever feel confused and overwhelmed by the mere mention of sales tax and all that it involves. Few U.S. businesses who collect and remit sales tax understand all the rules or how to comply with them. This has been further exacerbated by the pandemic with many new or changed rules. Join this session with Jim Maughan from Avalara to learn more about how you can make sales & use tax simple for your business. We’ll cover:

  • Steps to accurately calculate sales tax rates (and how not to)
  • Tips to determine if you have sales tax obligations across state lines (it may be more likely than you think)
  • Resources to keep up with ever-changing legislative updates and rate/rule changes

Avalara License Management Demo

Tuesday: Session 5 | 9:30am – 10:30am

Avalara License Management (ALM) is cloud-based software that lets you centralize hundreds to thousands of business licenses, permits, and tax registrations through a single application. Join Avalara’s Joe Larson as he demos ALM and show you how you can automate the license management process and keep your staff focused on core business activities instead of manual tasks. We’ll cover:

  • Streamlining ongoing renewal of business licenses
  • Automate acquisition of new licenses
  • Researching requirements on federal, state and local levels
XOi Technologies optimizes the workforce of the mechanical, electrical and plumbing (MEP) industry and beyond by equipping companies with Intelligent Field Service Communications solutions. Through a cloud-based platform, XOi enables technicians to collaborate and train on the job, enhance customer transparency, and maximize workflows.

The Vision™ cloud-based mobile app streamlines the documentation of service calls, facilitates real time remote support, intelligently archives and resurfaces service content, and improves customer transparency from the frontlines of field service. XOi empowers field service customers to effectively put their best tech on every site, which speeds resolution of issues, reduces cost and increases sell- through of recommended maintenance and upgrades.

Get ready to meet with XOi…

Watch how XOi Vision works with your TechAnyhere app before the conference!

XOi Journeyman™ Trade Insights Overview

Monday: Session 2 | 12:30pm – 1:30pm Capture and access the knowledge of your Journeyman experts, even following their retirement. The XOi Journeyman™ Platform drives operational efficiency and identifies untapped revenue opportunities with data insights, suggested technician resources, and virtual mentor support. See how it works alongside your SAMPro® System from Data-Basics.

Virtual Tech Support and Building Your Knowledge Base

Tuesday: Session 6 | 11:00am – 12:00pm XOi’s Vision Live solution provides virtual tech support and collaboration. Implement more efficient field training and problem-solving for your service team. Learn how you can add these teachable moments into an internal knowledge base for continued learning and improvement.

XOi – Live Questions & Answers 

Tuesday: Session 7 | 12:30pm – 1:30pm XOi works seamlessly with your SAMPro® System to capture and share critical on-the-job information with clients and your back office. Join our team and get your questions answered. Learn how XOi can enhance your technician’s experience on each job.

Electronic Payments has been on the forefront of the payment technologies landscape since 2000 and is continuously evolving products to meet the expanding needs of their business partners. Electronic Payments provides a complete range of  payment services, customer support, state-of-the-art equipment and affordable processing packages to make credit card acceptance easy.

Electronic Payments’ products are customizable and may be tailored exclusively for business partners.


Credit Card Interfacing in SAMPro: Options & Best Practices

Monday: Session 2 | 12:30pm – 1:30pm

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. Scott Reys with Electronic Payments will be sitting in for Q&A following the presentation!


Meet Our Electronic Payments Inc. Representative Scott Reys

Monday: Session 3 | 2:00pm – 3:00pm

Scott Reys has been our dedicated representative for Electronic Payments since 2017. Register to meet with Scott live and learn more about how EPI can streamline your payment processing needs.