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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Integrations
Company Information
Dataforma
Founded: 2004
United States
www.dataforma.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
Dataforma Frequently Asked Questions
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
