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About

Centerpoint Connect was born out of a desire to build something unlike anything on the market. Our software is robust, flexible, scalable, yet easy to use. While not all roofing contractors are the same, much of the same functions are performed, such as inspections, checking in and out on service calls, or custom reporting. Centerpoint Connect is a web-based software application that reaches across all devices to form a fully connected system. From the office to the field, Centerpoint Connect delivers a complete front-end solution for roofing contractors and how YOU do business! Please use the form below and discover how Centerpoint Connect software can improve your sales as roofing contractors by transforming your client offering.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Roofing contractors seeking for a roofing software

Audience

Field service management platform for companies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Packages are offered to fit the contractor
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.4 / 5
design 4.6 / 5
support 4.7 / 5

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

Pros & Cons from Real Users

Pros

  • We like the ease of use, there wasn’t much of a learning curve. We really like the service part of it. Especially the time tracking and also the service report that is attached to the invoices.
  • The platform is reliable, intuitive, and thoughtfully built for the unique needs of our industry. What truly sets this software apart is the outstanding support team behind it. Their responsiveness and attentiveness are unmatched - whether we have needed quick troubleshooting to best practice guidance, Centerpoint Connect has always been there with timely and knowledgeable assistance.
  • Great team to work with! We switched our system to CenterPoint in July and while it has been a learning curve for our team, everyone at CenterPoint has been wonderful. They answer all of our questions, walk us through the best way to do things and have helped streamline our day to day activities in the office. Dylan has been working with us and training us how to use their system. They aren't the type of company to onboard you and let you figure it out yourself, they are with you the entire way.
  • - Highly responsive support team with excellent onboarding and training - Constant product innovation and feature rollouts - True all-in-one software solution for commercial roofing companies - Competitive and affordable pricing
  • This CRM is a one stop shop for client management as well as the workflow design being very user friendly. CenterPoint Connect is an extreme upgrade to anything I have ever seen for Client interaction and internal features world of commercial roofing.

Cons

  • There not much to complain about! I guess maybe the invoicing could be improved a little bit. It would be nice to be able to download a material list and the repair library could be updated so we could have labor and materials breakdown for each repair.
  • Customized reporting, however with the most recent update the reporting is user friendly and gets us the information that we need. Good job team!!
  • There isn't much we don't like, as if we suggest something to change the team is very positive and usually take it into consideration - they are all about making the best platform for all users.
  • - Mobile app features are still developing - Because it’s a specialized commercial roofing platform, training new team members can take time—but the onboarding team makes this much easier
  • It is not an accounting software but does have options for integration.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Centerpoint Connect
Founded: 2020
United States
www.youtube.com/watch

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Alternatives

Alternatives

CenterPoint Payroll

CenterPoint Payroll

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Jobba

Jobba

Jobba Trade Technologies
Jobba

Jobba

Jobba Trade Technologies
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
WERX

WERX

Werx App Construction Software

Categories

Roofing Supported

Categories

Roofing Features

Aerial Measurement Supported
Billing & Invoicing Supported
Checklists & Inspections Supported
Commercial / Industrial Supported
Dispatch Management Supported
Lead Management Supported
Photo Capture Supported
Quotes / Estimates Supported
Scheduling Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Not Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Not Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported

Integrations

Learnosity Supported
OnCourse Assessment Supported
Secoda Not Supported
intermix.io Not Supported

Integrations

Learnosity Not Supported
OnCourse Assessment Not Supported
Secoda Supported
intermix.io Supported
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