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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

RoofIT is an all-in-one roofing CRM software designed to help roofing companies stay organized, connected, and profitable by keeping every part of their business in one easy-to-use platform that the whole team can adopt without frustration. It centralizes job management so you can track projects from lead through completion with automated workflows for scheduling, task updates, and communication between office and field crews. RoofIT offers real-time reporting to monitor performance, revenue, and productivity with live data, and it improves team and customer communication by sharing updates, photos, and notes instantly to avoid scattered messages and missed details. It also supports built-in accounting sync with QuickBooks Online to eliminate double-entry of estimates, invoices, and expenses, and includes supplier integrations that let you order materials from partners like ABC Supply and SRS Distribution with live pricing and delivery tracking embedded in your job files.

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

Roofing contractors and roofing business owners requiring a tool to manage leads, jobs, communications, materials, and finances from estimate to invoice

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

$349 per 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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

RoofIT
United States
roofitsolutions.com

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
The Estimating EDGE

The Estimating EDGE

Estimating Edge
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

Integrations

Hatch
QuickBooks Online
Secoda
intermix.io

Integrations

Hatch
QuickBooks Online
Secoda
intermix.io
Claim Dataforma and update features and information
Claim Dataforma and update features and information
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Claim RoofIT and update features and information