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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

Tradeflare is a mobile field-service and job-management app for small plumbing, HVAC, electrical, and other home-service crews. Its AI front desk answers business calls around the clock, identifies itself as AI, collects caller and job details, flags urgent calls, and saves recordings and transcripts for follow-up. Contractors can turn calls into leads and jobs, schedule and assign technicians, manage crew chat with push-to-talk, and communicate with customers by text, including ETA and on-my-way updates. The app also supports quotes, customer signatures, invoices, card and bank payments through a contractor's Stripe account, review requests, and lead-source reporting. Tradeflare is offered as native iPhone and Android apps, with monthly Pro and Crew plans and a limited Founding Crew offer.

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 Not Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Field service management platform for companies

Audience

Small and mid-size trade contractors (plumbing, HVAC, electrical, handyman, roofing, and general contractors) with 1–25 people.

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

No images available

Pricing

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

Pricing

$49.99/month
Founding Crew is $49.99/month for the first 10 licensed or registered trade businesses. It includes 150 AI phone minutes per month, Pro features, and 5 seats; the price is locked for 12 months in exchange for feedback and a short video testimonial. Standard Pro is $99.99/month, and Crew is $249.99/month. Subscriptions renew monthly through the App Store or Google Play. Prices are in USD and exclude applicable taxes. Pro and Crew may include a store-offered trial; Founding Crew has no trial.
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

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Dataforma
Founded: 2004
United States
www.dataforma.com

Company Information

Tradeflare
Founded: 2026
United States
www.tradeflareapp.com

Alternatives

Centerpoint Connect

Centerpoint Connect

4.8 out of 5 stars

Alternatives

Jobba

Jobba

Jobba Trade Technologies
Jonas Enterprise

Jonas Enterprise

Jonas Construction Software
5.0 out of 5 stars
WERX

WERX

Werx App Construction Software
4.7 out of 5 stars
VortechPro

VortechPro

Vortech Technologies, Inc.

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

Integrations

Secoda Supported
Stripe Not Supported
intermix.io Supported

Integrations

Secoda Not Supported
Stripe Supported
intermix.io Not Supported
Claim Dataforma and update features and information
Claim Dataforma and update features and information
Claim Tradeflare and update features and information
Claim Tradeflare and update features and information