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About

BuilderLync is an all-in-one roofing CRM and contractor platform built by roofers, for roofers, designed to run leads, jobs, and crews in one connected system. It replaces disconnected CRM, estimating, scheduling, invoicing, proposal, and follow-up tools with a single operating system for residential contractors. Every call, form, referral, and walk-in lands in one pipeline, while Sierra AI qualifies leads and follows up instantly through text, email, and call, so no lead goes cold. Contractors can pull satellite measurements from EagleView, auto-generate itemized estimates, and send branded proposals in under five minutes from the truck. Scheduling is handled through a drag-and-drop calendar that syncs with crews in real time, with weather-aware scheduling to protect timelines and keep everyone clear on where to be and when. BuilderLync also supports one-click invoicing, QuickBooks sync, online payments, revenue tracking, and ROI visibility by lead source and marketing channel.

About

Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Run a completely paperless service department so you can focus on: winning more bids, increasing productivity, working remotely on-site, improving client satisfaction. Dataforma was created by a roofing contractor to provide a user-friendly, robust software to the roofing industry without the price tag of a custom-built program. With our Dataforma CRM, you can revolutionize your service department from start to finish, use a single paperless system from the initial call all the way through invoicing and never lose track of a call or customer’s history again. As a busy contractor, you should never have to spend time searching through stacks of unfiled papers. With Dataforma, improve the organization of your operations by storing documents in an online database that’s simple to use and accessible from any location.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Residential exterior contractors who need one system to manage leads, estimates, crew schedules, invoices, payments, and AI follow-ups

Audience

Field service management platform for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$497 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BuilderLync
Founded: 2025
United States
builderlync.com

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
WERX

WERX

Werx App Construction Software

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

EagleView
Google Workspace
QuickBooks Online
Secoda
Twilio
intermix.io

Integrations

EagleView
Google Workspace
QuickBooks Online
Secoda
Twilio
intermix.io
Claim BuilderLync and update features and information
Claim BuilderLync and update features and information
Claim Dataforma and update features and information
Claim Dataforma and update features and information