Related Products
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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.
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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.
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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
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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
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Audience
Field service management platform for companies
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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
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$497 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationDataforma
Founded: 2004
United States
www.dataforma.com
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Company InformationProLine
Founded: 2021
United States
useproline.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Angi
Supported
CompanyCam
Supported
EagleView
Supported
Hover
Supported
QuickBooks Online
Supported
RelayCam
Supported
RoofScope
Supported
Secoda
Not Supported
SendJim
Supported
Zapier
Supported
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