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
RoofLink is an all-in-one CRM platform tailored for roofing professionals, offering a comprehensive suite of tools to streamline and automate various aspects of roofing business operations. Key features include an integrated roof measuring tool that allows precise measurements of gutters, ridge vents, and fencing, facilitating detailed project estimates and real-time profit margin calculations. The platform also provides full inspection capabilities, enabling organized documentation of roofing jobs with job photo organization and the generation of professional PDF presentations suitable for insurance purposes. Product library management is simplified through a pre-loaded supplier library, allowing for the quick generation of estimates, work orders, and material orders directly from the roof measuring tool. RoofLink's canvassing and lead generation tools empower teams to assign and visualize sales territories, overlay territories to prevent overlap, and utilize weather and radar data.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Field service management platform for companies
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Audience
Roofing contractors requiring a platform to streamline their operations, enhance efficiency, and drive business growth
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDataforma
Founded: 2004
United States
www.dataforma.com
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Company InformationRoofLink
Founded: 2019
United States
rooflink.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
CompanyCam
ContractorHUB
EagleView
Enzy
Hover
QuickBooks Online
Secoda
Stripe
SumoQuote
Zapier
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Integrations
CompanyCam
ContractorHUB
EagleView
Enzy
Hover
QuickBooks Online
Secoda
Stripe
SumoQuote
Zapier
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