Paperless

Paperless

Mariner Software
+
+

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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

Paperless is a digital documents manager. Remember when everyone talked about how we would soon be a paperless society? Now it seems like we use paper more than ever. Let's face it - we need and we use paper. But Paperless 3 is one of those incredibly useful applications that will help you manage all your paper and digital documents and at the same time positively affect the environment. When it's tax time no more bringing a shoebox full of receipts to your accountant. According to ruling Rev. Proc. 97-22 from the IRS, a digital document is acceptable. With Paperless 3 you can create a Smart Collection and keep all your documents neat and tidy and in one place. Additionally, once you store your receipts in Paperless 3, you can select the receipts to email, print, or export to PDF, or even show as a chart. Paperless 3 has the ability to keep up and maintain the task of not only reducing your need for paper but managing the paper you use.

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

Users and organizations that need to manage documents and receipts

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

$69.95
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 2.3 / 5
ease 4.0 / 5
features 3.7 / 5
design 3.3 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • Program or app performs as promised. My only complaint is support, not helpful at all. Please see explanation below.
  • Very good for organizing receipts and documents.
  • Simple and easy to use. However you need to test what type of set up best works for you. I recommend to work with well designed smart folders, serving your individual needs.

Cons

  • The program has and continues to crash for no reason. I have sent in crash codes reports etc. I get a response, "Yes, but we can't offer support for the impossible." and going on to say that they have not seen this come up before. I asked for other options and was just met with silence... This is sad.
  • Software has a lot of bugs in it. I was using the latest version, 3.0.3. No support what so ever. No response. Asking for my money back and all I got was crickets.
  • It would be great if it would be easier to adapt to the different international requirements. It is understandable very US oriented. Its reading abilities could be improved, particular in regards to cashier receipts. The challenges of reading the date properly is due the lack of any standards and NOT of the 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

Mariner Software
Founded: 1990
United States
marinersoftware.com

Alternatives

Alternatives

Paper-Less MES

Paper-Less MES

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Jobba

Jobba

Jobba Trade Technologies
Paperless

Paperless

posBoss
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
WERX

WERX

Werx App Construction Software
PaperLess

PaperLess

PaperLess 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

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Secoda
intermix.io

Integrations

Secoda
intermix.io
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