Dataforma
The #1 Field Service Management Software for Contractors.
Overview
Dataforma is a comprehensive, cloud-based business management software for contractors in trades like electrical. It offers tools for service management, project management, CRM, and a mobile app for field technicians. The platform aims to provide a complete view of operations, from work orders and scheduling to invoicing and customer history.
✨ Key Features
- Service Management
- Project Management
- Customer Relationship Management (CRM)
- Mobile Field Service App
- Scheduling and Dispatch
- Invoicing and Time Cards
- Customer Portal
🎯 Key Differentiators
- Long-standing, established platform in the commercial roofing space.
- Robust data management capabilities for tracking building history.
- Integrated GPS tracking for field service management.
Unique Value: Creates a centralized, paperless system for managing all aspects of a commercial roofing business, from service calls to project history.
🎯 Use Cases (3)
✅ Best For
- Tracking all service details from work order to completion
- Managing customer data and service history in a central CRM
- Connecting field and office teams with a mobile app
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small businesses looking for a simple, low-cost solution
- Companies that do not need project management capabilities
🏆 Alternatives
Considered a legacy system by some, it offers deep, industry-specific functionality that may be broader than newer, more niche applications.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
💰 Pricing
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