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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

ProLine is the roofing CRM that sells more jobs, built for roofers who want to dominate their market and still make it home for dinner. It brings engagement, quoting, selling, project management, communication, billing, payments, calendar, reporting, and review generation into one simple software experience made specifically for residential roofing teams. Every ProLine feature answers what do roofers need to close more sales, save time, and get more reviews. Users can customize, review, send, and collect signatures for roof quotes from the same software, choose from ready-to-go templates, build branded quotes, upload price lists, and send quotes from the phone so jobs keep moving. ProLine is built around communication first, letting teams call, text, and email leads from inside the CRM with dedicated business phone numbers, call recording, voicemail, email tracking, automated text and email sequences, and project-level communication history.

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

Residential roofing owners and sales managers who need one CRM to answer faster, quote faster, follow up automatically, manage projects, and close more roof jobs

Support

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

Support

Phone Support Not 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

$497 per month
Free Version Supported
Free Trial Not 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 Not Supported
Live Online Supported
In Person Not Supported

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

ProLine
Founded: 2021
United States
useproline.com

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
WERX

WERX

Werx App Construction Software

Categories

Categories

Roofing 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

Integrations

Angi Not Supported
CompanyCam Not Supported
EagleView Not Supported
Hover Not Supported
QuickBooks Online Not Supported
RelayCam Not Supported
RoofScope Not Supported
Secoda Supported
SendJim Not Supported
Zapier Not Supported
intermix.io Supported

Integrations

Angi Supported
CompanyCam Supported
EagleView Supported
Hover Supported
QuickBooks Online Supported
RelayCam Supported
RoofScope Supported
Secoda Not Supported
SendJim Supported
Zapier Supported
intermix.io Not Supported
Claim Dataforma and update features and information
Claim Dataforma and update features and information
Claim ProLine and update features and information
Claim ProLine and update features and information