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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

SkyBoss is a cloud-based, field service management software for contractors. Affordable and feature-rich, SkyBoss aims to take away the headaches of owning a field service business. It offers a rich set of features that includes job and technician scheduling, invoicing, GPS technician tracking and routing, powerful reporting, and communication. SkyBoss is suitable for electrical contractors, plumbing, and HVAC businesses no matter the size.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Field service management platform for companies

Audience

Plumbers, Electricians, HVAC

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$39.00/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 3.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • Great direct invoicing from SkyBoss to customer. Easy to reference invoices and go to them for details.

Cons

  • SkyBoss often fails to import invoices to QuickBooks when they are in a Completed status, and conversely will import an estimate or a progress invoice for a job not completed. If an invoice for a non-complete imports and is deleted, the invoice will never import when it does complete. There is no option to change an invoice's date from the created date to the completed date, so it makes managing Accounts Receivable difficult. SkyBoss only has one support specialist for QuickBooks integration (Judy) and she is overloaded and cannot respond promptly.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

SkyBoss
Founded: 2012
United States
www.skyboss.com

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Alternatives

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WERX

WERX

Werx App Construction Software

Categories

Categories

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Not Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Not Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Integrations

QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Secoda Supported
intermix.io Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Secoda Not Supported
intermix.io Not Supported
Claim Dataforma and update features and information
Claim Dataforma and update features and information
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