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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.

About

When the workday ends your .pdf is generated from the day’s feed and automatically emailed. Capture photos and videos of punchlist items and assign them in real-time as you walk the job. Make documenting safety compliance easier so everyone knows you run a safe jobsite. Customizable manpower, equipment and resource tracking. Hold everyone accountable and track issues to completion. Each member of the team sees only what is relevant to them. Quickly include real-time weather data in your daily observations. Whether you’re deep in a sub-cellar or out in the middle of nowhere. Communicate with anyone even if they're not using Fieldlens. Beautiful & branded project reports, automatically distributed to anyone. A real-time snapshot of what's open, overdue or trending on-site. Use filters to narrow your search and focus your results.

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

Field service management platform for companies

Audience

Construction management solution for companies and operators

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

No information available.
Free Version
Free Trial

Pricing

$15 per user per month
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

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

Fieldlens
Founded: 2011
United States
fieldlens.com

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
Fieldwire

Fieldwire

Hilti
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
SiteMax

SiteMax

SiteMAX Systems Inc.
WERX

WERX

Werx App Construction Software
ConSol

ConSol

Yarris Technologies

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

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Integrations

Secoda
intermix.io

Integrations

Secoda
intermix.io
Claim Dataforma and update features and information
Claim Dataforma and update features and information
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Claim Fieldlens and update features and information