Data Miner

Over the course of time there will be a wealth of extremely valuable data contained in your CFS estimate and invoice files. We wrote Data Miner so you can compile and analyze this information.

Data Miner can scan your jobs and invoices to mine for information. You can select the range of estimate or invoice files to be accessed by date, by customer and, depending on your file naming conventions, even by salesperson.

It can calculate and display inventory totals, labor and taxes for all files searched. It can even list itemized totals of inventory for the entire range of files searched. Think of how nice it will be to have the inventory usage reports from your invoices for a specified time period or for sold jobs when planning inventory orders.

Data Miner can also calculate total sales, total number of bids and itemized material totals for a particular customer. It also produces contact lists with names, addresses and phone numbers and mailing labels for the selected groups of estimates or invoices. What an easy way to reach your customers with Christmas cards or other mailings.

It can also display each valid address on Google maps, marking each with a stick pin, for geographic analysis. Clicking on the stick pin will display the customer or prospect at that address.

In addition to the many pre-programmed reports, Data Miner also produces CSV (Excel compatible) files with all of the information that has been saved for the range of jobs or invoices produced in CFS. You can then open this data in a spreadsheet and extract and manipulate any portion of this information in any form you would like.