Audience
Field service management platform for companies
About Dataforma
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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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.
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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!
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HCSS
HCSS provides easy-to-use software built for construction companies that want to win more work, work smarter, and boost profits. For nearly 40 years, we've helped heavy civil contractors, infrastructure builders, and utility companies improve operations, from estimating and project management to field tracking, equipment maintenance, and safety. Tools like HeavyBid, HeavyJob, and HCSS Safety are built for the field and designed to work together, giving your team real-time visibility, tighter cost control, and better job outcomes. With 45+ accounting integrations and customizable APIs, HCSS fits seamlessly into your tech stack. We regularly update our software based on feedback from real crews, ensuring it fits the way your team works. Backed by award-winning 24/7/365 support and a proven implementation process, HCSS helps reduce risk, cut inefficiencies, and deliver fast ROI. If you're ready to grow your business and gain a competitive edge, HCSS is the partner that gets you there.
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BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry?
Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports.
- All your metrics can be reported from one place
- Monitor field tech success, identify trends, and make data-backed decisions
- Attach photos, videos and PDFs easily to invoices and quotes.
- From service to projects and everything in between
Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop".
BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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Integrations
Company Information
Dataforma
Founded: 2004
United States
www.dataforma.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
Dataforma Frequently Asked Questions
Q: What kinds of users and organization types does Dataforma work with?
Dataforma works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Dataforma support in their product?
Dataforma supports these languages: English.
Q: What kind of support options does Dataforma offer?
Dataforma offers support via phone support and online.
Q: What other applications or services does Dataforma integrate with?
Dataforma integrates with: intermix.io and Secoda.
Q: What type of training does Dataforma provide?
Dataforma provides training in the form of documentation, live online, webinars, and videos.
Dataforma Product Features
Field Service Management
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
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Supported
Work Order Management
Supported
Quotes / Estimates
Not Supported
Professional Services Automation
Billing & Invoicing
Supported
CRM
Supported
Client Portal
Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Collaboration Tools
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Not Supported
