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
RooferForms is a lightweight roofing document workflow for independent contractors and small roofing teams. It helps users turn structured project details into professional roofing proposals, contract drafts, change orders, scopes of work, estimates, and insurance documentation packets. Contractors can use roofing-specific templates, edit project scope, materials, price, payment terms, warranties, exclusions, and schedules, then download client-ready documents. A free browser-based contract builder is available with no account required. The optional Pro Scope & Contract Pack is a $29 one-time purchase with editable DOCX and PDF templates. RooferForms focuses on document creation rather than full CRM, dispatch, accounting, or project-management functionality. Templates and guidance are for general business use and are not legal or insurance advice.
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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
Independent roofing contractors, small roofing companies, roof repair and replacement teams, roofing subcontractors, and general contractors that need roofing proposals, contract drafts, change orders, estimates, and reusable project-document templates.
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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 VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$0 free; $29 one-time
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 InformationRooferForms
Founded: 2026
China
getrooferforms.com
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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
Secoda
intermix.io
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