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Dataforma

Dataforma

Last Updated

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.

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Overall Rating

Based on 105 users reviews

4.3

Rating Distribution

Positive

82%

Neutral

17%

Negative

1%

Starting Price
Custom

Dataforma Specifications

Work Order Management

Scheduling & Dispatching

Mobile Access

Customer Relationship Management (CRM)

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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.

Dataforma Features

Commercial contractors, including roofers, benefit from Dataforma's advanced mobile workforce scheduling and field operations management, which streamlines fleet tracking, time management, payroll automation, and calendar coordination, boosting efficiency, reducing downtime, and improving service delivery.

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Dataforma enhances commercial project management for contractors by streamlining contract and invoice management, improving bid tracking, budget monitoring, and financial oversight while optimizing project planning, workforce management, and purchase order tracking for greater efficiency and ROI.

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The software simplifies file and photo management for commercial contractors by providing a cloud-based platform that organizes job history, client communications, labor hours, materials, and photos in one user-friendly space, improving efficiency and search functionality.

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This robust feature simplifies organizing and securely storing vital documents like contracts, warranties, and job orders, eliminating human error and improving efficiency. Its cloud-based system ensures easy access to warranty information, boosting productivity for commercial contractors.

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Dataforma's marketing tools help commercial contractors streamline communication. The platform enables efficient outreach, personalized messaging, and consistent client engagement, fostering trust and maintaining a strong business presence.

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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

Dataforma Reviews

Total 105 reviews

4.3

All reviews are from verified customers

Rating Distribution

5

Stars

49%

4

Stars

33%

3

Stars

14%

2

Stars

3%

1

Stars

1%

Share your experience

M

Michael

Construction, 51-100 employees

More than a year

2.0
October 2024

“Don't choose Dataforma

Pros

It collects a lot of data but after using it for over two years, I struggled to find anything I actually liked about the app or desktop version. It was not easy to use.

Cons

I have struggled with customer support and the system is not the easiest to use. For the price, I expected a smoother experience.

Rating Distribution

Ease of use

4

Value for money

4

Customer Support

2

Functionality

2

S

Stacy

Construction, 11-50 employees

Less than a year

5.0
August 2024

“Essential for our service team

Pros

I find it easy to schedule tickets for employees working in the field and generate invoices immediately after completing a job. This makes it simple to keep track of clients and monitor the work completed at each business location.

Cons

Setting up relationships between buildings, customers and companies is not as smooth as I would like. But once the initial setup is done, creating work orders becomes a lot easier.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

8

A

Anonymous

Mid Market, 51-100 employees

3.0
May 2024

“Too complex

Pros

I can create contracts using their templates which is really convenient since they download right into Word where I can customize everything to fit my specific needs.

Cons

It takes about 6 clicks just to find basic information. The mobile app can't upload PDFs so I need a separate app to annotate pictures before uploading them to the main platform. Made an error? Too bad, only administrators can delete entries. Viewing photos is a nightmare, you either download them all or view one at a time. There's a slideshow feature but it only opens to a quarter of your screen and you can't zoom in or out. Photo organization is frustrating since everything has to be in numerical order. The phone app doesn't sync with projects so when I call, text or email clients, I have to manually log everything twice in the system. No integration with Google Mail, Contacts or Calendar means constant double entry if you use Google services. Quickbooks integration is non-existent too. Creating a purchase order means doing it in Quickbooks, emailing it out, downloading it, uploading to the docs section, then writing notes in a completely separate window. Project managers don't get notified when notes are updated, you have to open another window and manually send emails. Overall, it doesn't help with efficiency at all.

Rating Distribution

Ease of use

5

Value for money

6

Customer Support

6

Functionality

4

View All 105 Reviews

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.