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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

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.

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

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.

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$0 free; $29 one-time
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

RooferForms
Founded: 2026
China
getrooferforms.com

Alternatives

Alternatives

Jobba

Jobba

Jobba Trade Technologies
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
Acculynx

Acculynx

Exact Logix
WERX

WERX

Werx App Construction Software
Jobba

Jobba

Jobba Trade Technologies

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

Secoda
intermix.io

Integrations

Secoda
intermix.io
Claim Dataforma and update features and information
Claim Dataforma and update features and information
Claim RooferForms and update features and information
Claim RooferForms and update features and information