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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

Methvin is a Collaborative Portal for Clients and Contractors. Shift from the adversary approach of managing clients to one of open communications. This will foster and improve relationships and outcomes for both parties. The shared goals will establish the basis for a motivated team and encourage individual contribution to the end goal of delivering your project on-budget and on-time. Methvin Agile is a project management tool that enables you to visually organize your project in a way better and easier than other expensive software packages. Methvin Agile will provide you with a place to deposit and use critical drawings and documents. Relax knowing that once loaded, these cannot be deleted; but can be retired and replaced with a new version. Further to this, Agile will facilitate the management of incidents on site through to closure including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register Client RFIs

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, estimating, gantt and takeoff

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

Free for single users
Single user - Free
Business - $27.00/month
Enterprise - $179/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 4.7 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Methvin stands out because it builds estimates from real labor, plant, and material costs rather than leaning on outdated historical figures. That extra level of detail gives project teams genuine confidence when putting together competitive bids. The interface feels straightforward, collaboration is smooth, and everyone stays aligned around the same numbers. For organizations managing multiple tenders at once, it reduces manual effort and helps avoid the estimating mistakes that can quietly drain budgets.
  • Strong collaboration features Real-time cloud access makes it easy for estimators, project managers, and leadership teams to work from the same data set, reducing miscommunication and version conflicts. End-to-end project visibility The integration of takeoffs, estimating, scheduling (Gantt charts), and job costing gives a clear picture from bid stage through project execution.
  • First-Principles Estimating Builds Client Confidence Calculating costs from the ground up improves accuracy and makes assumptions transparent critical when advising clients on risk and margin protection. Customizable Workflows That Fit Different Business Models Methvin adapts well to varying organizational structures, allowing teams to standardize processes without forcing a one size fits all approach.

Cons

  • The platform has a learning curve for users transitioning from spreadsheets, and some advanced features take time to master. Smaller teams doing basic estimating might not immediately tap into everything the software offers. That said, the pricing feels premium upfront, but it gets easier to justify as you adopt more features across your projects.
  • Interface can feel dense at first While powerful, some users may need initial guidance to fully understand where everything sits within the platform. Best value realized with regular use Smaller teams or infrequent estimators may not immediately leverage all the advanced capabilities.
  • Onboarding Requires Commitment To unlock Methvin’s full value, teams need time to configure workflows and train users this isn’t an instant plug and play tool. Consultants and executives may initially find the depth of detail overwhelming without tailored dashboards.

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

Methvin
Founded: 2002
New Zealand
www.methvin.org

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
RIB Candy

RIB Candy

RIB Software
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

Construction Bid Management Features

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Estimating Features

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
Historical Database
HVAC Estimating
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

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

Construction Scheduling Features

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

Electrical Contractor Features

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Electrical Estimating Features

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

HVAC Estimating Features

Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff

Home Builder Features

Accounting Management
Bid Management
Contract Management
CRM
Job Costing
Job Scheduling
Permit Management
Quotes / Estimates
Subcontractor Management
Supplier Management
Warranty / Service Management

Plumbing Estimating Features

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Punch List Features

Collaboration
Commenting / Notes
Document Management
Drag & Drop
Drawings Integration
Include Photos In Reports
Issue Tracking
Quality Control Checklist
Task Management

Roofing Features

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

Takeoff Features

3D View
Assembly Takeoff
Cross Section Creation
Electronic Plans
Elevation Checking
Error Checking
Site Balancing
Slope Routines
Subcontractor Management

Integrations

@RISK
Oracle API Management
Secoda
ViewPoint
Workbench Construction
Xero
intermix.io

Integrations

@RISK
Oracle API Management
Secoda
ViewPoint
Workbench Construction
Xero
intermix.io
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Claim Dataforma and update features and information
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