HaloPSA

HaloPSA

Halo Service Solutions
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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

HaloPSA is a modern and intuitive Professional Services Automation (PSA) solution, designed for Service Providers. With HaloPSA’s cloud platform, manage your entire business, modernise your customer experience and automate your service. As an all-inclusive platform, take advantage of all the features including Billing, Project Management, Reporting, time tracking and much more. Furthermore, take advantage of over 50 integrations to centralise your systems. Overall, HaloPSA is trusted by 100,000+ teams from 50+ countries, including global organisations such as Atos, NEC and Gijima.

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

Service Providers

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

$35 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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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

Halo Service Solutions
Founded: 1994
United Kingdom
halopsa.com

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
Halo Service Desk

Halo Service Desk

Halo Service Solutions
WERX

WERX

Werx App Construction Software
HaloITSM

HaloITSM

Halo Service Solutions

Categories

Categories

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

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

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Integrations

3CX
ConnectWise Cybersecurity Management
Dropsuite
FlexPoint
Jira Service Management
KashFlow
Lansweeper
Microsoft Azure
Microsoft Dynamics 365
Microsoft Exchange
Microsoft Outlook
N-able N‑central
RingCentral RingEX
Sage 300
Salesforce
ScalePad Lifecycle Insights
ScalePad Quoter
Strety
Support Fusion
X (Twitter)

Integrations

3CX
ConnectWise Cybersecurity Management
Dropsuite
FlexPoint
Jira Service Management
KashFlow
Lansweeper
Microsoft Azure
Microsoft Dynamics 365
Microsoft Exchange
Microsoft Outlook
N-able N‑central
RingCentral RingEX
Sage 300
Salesforce
ScalePad Lifecycle Insights
ScalePad Quoter
Strety
Support Fusion
X (Twitter)
Claim Dataforma and update features and information
Claim Dataforma and update features and information
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Claim HaloPSA and update features and information