Dataforma vs. SERVTRAC Comparison Chart

30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX!

CompanyCam is a photo-based solution created for contractors, by contractors. Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Annotate photos with drawings, arrows, comments, tags, and voice notes, and create project timelines, photo galleries, reports, and transformation photos through the app. Sharing photos with customers and insurance adjusters has never been easier, and keeping your entire process organized has never been simpler. If you ever need to share photos with partners or clients, the app boasts two incredibly useful features: (1) galleries, where you share a collection of photos, and (2) reports, where you share a series of photos and notes. You don't have to download, rename, or email the photos—you simply select and send.

WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly.

Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time.

Ideal for civil construction, heavy/highway, utility, grading, excavating, paving, and pipeline contractors, this comprehensive yet user-friendly program flows like an estimator thinks. Efficient - Flexible - Detailed Estimating with an Ease of Use. Bid the way you want when you want with the SharpeSoft Cloud. Advanced features include Item Masters for saving entire bid items for easy reuse, importing DOT job bid items, the Trench Profiler for quick and accurate underground utility material takeoffs, and Material/Subcontractor Comparison sheets for quick and effortless importing and analyzing vendor pricing. Summary Sheet to easily see cost and apply markup by % or $ amount; our SharpeSoft Estimator has a robust rounding sheet to close out your bid, automatically re-allocate money, or move money where you want. The Estimator offers imports and exports and reports on demand.

InEight offers integrated project controls software built for capital construction. The modular platform is integrated to support flexible implementation and is architected for scalability. Purpose-built applications manage all project phases, from accurate pre-planning to predictable execution and completion. By connecting cost, schedule, contracts, and project information in one platform, teams gain real-time visibility and advanced analytics to make smarter decisions. Trusted by 850+ companies and used to manage over $1 trillion in projects worldwide, InEight supports industries including infrastructure, transportation, mining, water, power and renewables, nuclear, oil, gas, and chemical. With InEight, teams can improve project delivery, modernize operations, standardize best practices, manage budgets and forecasts, control scope changes, enhance collaboration, and gain the clarity to keep even the most complex capital projects on track.

Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site.

Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too.

Say goodbye to pricey, rigid software for your small repair business! Repair-CRM costs just $89/month for 5 users—no annual contracts, no hassle. Tailored for small repair businesses, it syncs with QuickBooks Online, importing clients and products in 5 minutes flat. Dispatch jobs with ease, and track every asset—HVAC units, printers, water systems—with full service history. Our slick online booking portal integrates with your site, letting clients pick the exact asset to repair. Techs get GPS tracking, clock-in/out, and can snap before-and-after pics on-site. Affordable, adaptable, and built for YOU—Repair-CRM powers up your shop without breaking the bank.

Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports.