Data-Basics Annual User Group Meeting

Live Meeting in Cleveland | October 29, 30 & 31

Welcome back to Cleveland for a live annual User Group Meeting (UGM)!


We look forward to welcoming back our returning guests, our newest SAMPro users and our dedicated, integrated software partners. Attending UGM is the best way to get the maximum value from your SAMPro system. Our two-day conference includes a wide variety of breakout sessions led by experienced Data-Basics staff, along with one-on-one Guru sessions to discuss your firm’s specific system configurations.

UGM is a private event for SAMPro users and our integrated partners. From beginner to advanced users, UGM is designed to equip your team with best practices and technical solutions for operating the diverse components of your SAMPro ERP system. Questions about attending the conference? Email our conference coordinator, Katie Katcher for more information.


  • UGM welcomes Owners, Financial Executives, Service & Project Managers, IT Administrators, Department Supervisors, Dispatchers and Executive Support Personnel to meet with our dedicated support staff and maximize the value of SAMPro Software throughout your company.
  • Learn more about our Integrated Software Partners.
  • Connect with a wonderful group of experienced SAMPro users from across the U.S. and Canada.
  • Take home LOTS of useful information, tips, tricks, and best practices for SAMPro.
  • Enjoy beautiful accommodations in Downtown Cleveland’s exciting East 4th Street arts and entertainment district.
  • ALL-INCLUSIVE entertainment and dining!

Welcome Back to the Hyatt Regency Hotel

Sunday Evening Welcome Reception at the Hyatt Regency

Our 2023 Sunday Evening Welcome Reception will be held on-site at the beautiful Hyatt Regency Hotel. UGM is All-INCLUSIVE! All of our guests are invited to join us for the Sunday cocktail reception and plenty of heavy appetizers in the beautiful Hyatt Regency Arcade Atrium and 1890 Lounge.

See your invitation emails for more information about the Sunday & Monday evening events!


Special Room Rates for UGM Attendees

Please be sure to book your rooms early to ensure you have the best experience at UGM! With the exception of Monday’s Full Group Welcome Meeting at the Cleveland Public Library, all breakout sessions are held in the Hyatt’s corporate business center. See your invitation emails for a link to our UGM 2023 room block. 

Welcome Back to a Live User Group Meeting!

All Breakfasts & Lunches Catered by the Hyatt Regency

The UGM conference is always all-inclusive. Breakfast and lunches are catered by the Hyatt Regency and served in the Arcade Atrium on Monday and Tuesday. Refreshments and snacks are also available to our guests throughout the conference in the business center.


Full Group Welcome Session: Cleveland Public Library Auditorium

What’s new at Data-Basics? Tim Carcione will be hosting the The Full Group Welcome Session for all attendees at the Cleveland Public Library in the Louis Stokes Wing Auditorium. Meet the Data-Basics staff and learn about the latest SAMPro features, the future direction of the software and our company.


2023 Breakout Sessions

UGM 2023 includes more that 30 Breakout Sessions covering tips and tricks on how to best use the specialty components of your SAMPro software and v9.1 features that can help you achieve greater overall system efficiency.

See your invitation emails and the 2023 Attendee Conference Guide for a complete list of SAMPro session topics.


2023 Guru Sessions

Guru Sessions allow us to focus attention on the individual configurations of your unique SAMPro system.

These personalized, one-on-one sessions with our support staff are available throughout the conference and may be pre-scheduled with your registration.

and… Welcome Back to

UGM is always ALL-INCLUSIVE. Be our guest at the Corner Alley and enjoy 16 sleek and modern lanes, dozens of UHD TVs, cold drinks and delicious culinary creations. Located directly across Euclid Avenue from the Hyatt Regency Arcade, Monday evening at the Corner Alley is a UGM tradition for relaxing after your Monday Breakout Sessions with our staff, fellow SAMPro users and our integrated software partners.

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.

Avalara Sales & Use Tax Research

Join Avalara’s Jim Maughan as he shows you how to get tax right while saving time and frustration with up-to-date sales and use tax research at your fingertips. 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, exemptions, and state by state rules
  • Staying ahead of potential audits
  • Avoiding costly third-party outsourcing for indirect tax research

Monday, Session 2 (1:30pm – 3:00pm)

Avalara Guide to Sales Tax Automation & Reporting   

Do you feel confident in your business’s ability to properly manage sales tax? With thousands of sales tax jurisdictions across the U.S. that are regularly imposing new rates and rules, it’s easy to miss an update that can mess with your compliance. That’s why many companies choose to automate their sales tax management to increase accuracy, reduce risk, and free up their teams to focus on operations.

If you’re considering sales tax automation or just want to learn about the possibilities, this session is for you. Jim Maughan, our dedicated Avalara tax automation expert, will join us to talk through what automation software offers and the right time to pursue a solution for your business.

Tuesday Session 4 (9:00am – 10:30am)

How to Elevate Technician Performance and Drive Value with XOi

Service companies are combining field data with AI and machine learning tools to increase revenue, improve customer service, and accelerate innovation.

Join this session to learn how to collect equipment insights, improve training strategies, and empower your greenest techs to crush each job! 

Monday, Session 1 (10:45am – 11:30am) & Tuesday, Session 6 (1:30pm – 2:15pm)

XOi connects people, from all parts of a field service ecosystem, with the equipment they service. The software platform equips service teams with groundbreaking technician-enablement tools on the jobsite, and delivers AI-based solutions to drive productivity, elevate customer experience, generate new revenue, and help close the skilled labor gap. To learn more, please visit

Credit Card Interfacing in SAMPro: Options & Best Practices

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!
Monday, Session 2 ( 1:30pm – 3:00pm)

Meet Our Electronic Payments Inc. Representative Scott Reys

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.

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.
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

DBFleet displays real-time activity data with detailed work order information from your SAMPro system for a complete perspective of vehicle action and jobsite status in one convenient platform. See the complete DBFleet demo with special guest IntelliShift to show you the enhanced features available with an IntelliShift integration. Tuesday, Session4 (9:00am – 10:30am)

Building a Culture of Safety

How building successful safety programs with a top-down leadership approach will absolutely drive results in all areas of your business. Walk away with the 6 steps to building an effective safety culture. Presented by Erin Gilchrist, VP of Fleet at IntelliShift.

Monday, Session 3 (3:30pm – 5:00pm)

Fleet Management Metrics and KPIs all Companies Should be Tracking 

Erin Gilchrist, VP of Fleet at IntelliShift, digs into the key metrics and KPIs that all fleet operations and safety leaders should tracking and socialize within their companies.

Tuesday, Session 5 (11:00am – 12:30pm)