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Dataforma

Dataforma

Last Updated Mar 4, 2025

Overview

Dataforma software offers a comprehensive Field Service Management solution for commercial contractors, offering tools for workflow, expenses, contacts, inventory, documents, scheduling, and payments. While some users may initially find the software intimidating, it becomes manageable with proper training and guidance.

Overall Rating

Based on 13 users reviews

4.7

Rating Distribution

Positive

92%

Neutral

8%

Negative

0%

Starting Price
Custom

What Is Dataforma?

Dataforma is a cloud-based software solution for field service management designed to assist businesses in diverse industries. With features like customer portals, lead tracking, analytics, warranty management, and custom dashboards, it streamlines project management, allows real-time document sharing, and enables sales representatives to track leads. Administrators can organize documents and generate reports for better project oversight. Accessible from any device, it saves time and money while enhancing customer satisfaction.

Dataforma Pricing

Dataforma pricing will depend on the size and scope of a business. To make a suitable decision, get a detailed estimate of the Dataforma price.

Dataforma Integrations

The software comes with powerful integrations, including:

  • Microsoft Outlook
  • Gmail
  • FollowUp CRM
  • Quickbooks Online
  • Stripe
  • Pegnato
Schedule a free Dataforma demo to learn more about its integrational capabilities.

Who Is Dataforma For?

Dataforma is ideal for any commercial contractor managing field service, maintenance, or repair operations, including:

  • Roofing
  • HVAC
  • Electrical
  • Plumbing
  • Restoration & construction

Is Dataforma Right For You?

Dataforma is an excellent choice for field service contractors due to its comprehensive web-based relational database that integrates key operations into one program. It helps manage, track, and store crucial information across customer, HR, project, and service data, streamlining business processes and reducing administrative hassles for improved efficiency.

Do you still need to figure out the Dataforma? Call our team at (661) 384-7070 for expert guidance on your questions.

Pros And Cons of Dataforma

Pros

  • Customizable with numerous fields and sub-categories for reporting

  • New accounting modules are well-developed

  • Customizable templates for exporting data

  • Easy-to-use field app and document solution

Cons

  • User permissions are vast, requiring a dedicated system administrator

  • Presents a bulky interface requiring information to be entered in multiple places

Frequently Asked Questions

Yes, Dataforma provides API access.

Dataforma supports the English language.

Yes, Dataforma offers a mobile app for iOS and Android devices.

The software includes robust integrations with platforms such as Microsoft Outlook, Gmail, FollowUp CRM, QuickBooks Online, Stripe, and Pegnato.

The Dataforma pricing varies based on the size and scope of the business. To make an informed choice, request a detailed Dataforma cost estimate tailored to your needs.

Dataforma is perfect for any commercial contractor managing field service, maintenance, or repair operations, including those in roofing, HVAC, electrical, plumbing, and restoration & construction.

Dataforma offers support through various channels, including 24/7 (live rep), phone support, email/help desk, a knowledge base, and FAQs/forums.