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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 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

Platforms Supported

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

Audience

Field service management platform for companies

Audience

Construction management solution for companies and operators

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 Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$15 per user per month
Free Version Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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
WERX

WERX

Werx App Construction Software
SiteMax

SiteMax

SiteMAX Systems Inc.
HeavyJob

HeavyJob

HCSS

Categories

Categories

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

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Not Supported
Commercial Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Supported
Residential Supported
RFI & Submittals Not Supported
Subcontractor Management Supported
Timesheets Not Supported

Integrations

Secoda Supported
intermix.io Supported

Integrations

Secoda Not Supported
intermix.io Not Supported
Claim Dataforma and update features and information
Claim Dataforma and update features and information
Claim Fieldlens and update features and information
Claim Fieldlens and update features and information