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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

Newforma empowers over 4M professionals and 1,500 AECO firms worldwide by revolutionizing Project Information Management. We transform vast amounts of project data into a meticulously organized, easily accessible, and fully searchable resource—all from a single, centralized platform. From pre-construction to years after completion, Newforma ensures you have the critical information you need at every stage of your projects. With over 50 integrations with the industry's most widely used applications and two decades of expertise, Newforma is your trusted partner in elevating project delivery through unparalleled information management.

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

Audience

Field service management platform for companies

Audience

Newforma is ideal for architecture, engineering, construction, and owner/operator professionals seeking robust project information management solutions to improve collaboration, reduce risk, and accelerate project delivery

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

Please website for custom quote.
Free Version Not 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 3.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Newforma is an incredible platform with a clear use case for everyone across the business. It’s been instrumental in helping us streamline our processes, improve collaboration, and maintain better project oversight. The fact that it can be customised to suit our workflows makes it even more powerful and adaptable.

Cons

  • While Newforma is a strong platform overall, there’s an opportunity to further enhance the user experience. Compared to other document management systems like Deltek or Autodesk Docs, the interface could feel more modern and intuitive. Streamlining navigation and improving visual clarity would make day-to-day use even smoother, helping teams get the most out of its powerful features.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

Newforma
Founded: 2003
United States
newforma.com

Alternatives

Alternatives

CloudFiler

CloudFiler

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Jobba

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Jobba Trade Technologies
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
WERX

WERX

Werx App Construction Software

Categories

Categories

Architecture Supported
BIM Supported
Civil Engineering Supported
Clash Detection Supported
Engineering Supported
Jobsite Management Supported
RFI Supported
Subcontractor 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

Architecture Features

2D Drawing Not Supported
3D Modeling Not Supported
Bills of material Not Supported
BIM Modeling Supported
Building Information Modeling Supported
Client Management Not Supported
Contact Management Not Supported
Contract Management Supported
Document Management Supported
Drafting Not Supported
Manufacturing Design Data Not Supported
Presentation Tools Not Supported
Project Management Supported
Proposal Management Not Supported
Quotes/Proposals Not Supported
Visualization / Presentation Supported

BIM Features

2D Drawing Not Supported
3D Modeling Not Supported
Change Management Not Supported
Collaboration Supported
Conflict Tracking Supported
Design Modeling Not Supported
Document Management Supported
For Facility Management Not Supported
Mobile Access Not Supported
Scheduling Not Supported

Construction Management Features

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

Engineering Features

2D Drawing Not Supported
3D Modeling Not Supported
Chemical Engineering Supported
Civil Engineering Supported
Collaboration Supported
Design Analysis Not Supported
Design Export Not Supported
Document Management Supported
Electrical Engineering Supported
Mechanical Engineering Supported
Mechatronics Not Supported
Presentation Tools Supported
Structural Engineering Supported

Integrations

Archicad Not Supported
AutoCAD Not Supported
AutoCAD Architecture Not Supported
AutoCAD MEP Not Supported
Autodesk Construction Cloud Not Supported
BIM 360 Not Supported
BricsCAD Not Supported
Cintoo Cloud Not Supported
Deltek Vantagepoint Not Supported
Microsoft Power BI Not Supported
Navisworks Not Supported
Newforma ConstructEx Not Supported
Newforma Konekt Not Supported
Oracle Aconex Not Supported
Pelles AI Not Supported
Procore Not Supported
ProjectWise Not Supported
Revit Not Supported
Solibri Office Not Supported

Integrations

Archicad Supported
AutoCAD Supported
AutoCAD Architecture Supported
AutoCAD MEP Supported
Autodesk Construction Cloud Supported
BIM 360 Supported
BricsCAD Supported
Cintoo Cloud Supported
Deltek Vantagepoint Supported
Microsoft Power BI Supported
Navisworks Supported
Newforma ConstructEx Supported
Newforma Konekt Supported
Oracle Aconex Supported
Pelles AI Supported
Procore Supported
ProjectWise Supported
Revit Supported
Solibri Office Supported
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Claim Dataforma and update features and information
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