Dataforma Review - why 4.3 stars?

Dataforma Review
ITQlick Score: 94/100
ITQlick Rating: (4.3/5)
Pricing: 2/10 - low cost
Category: Field Service -> Dataforma
Ranking:Ranked 10 out of 348 Field Service systems
Company: Dataforma Inc.
Pricing: starts at $69.99 per user/month
Typical customers: Small, medium and large size businesses
Platforms: Desktop, Mobile, Cloud
Links: Dataforma pricing, Dataforma alternatives

Shlomi LaviShlomi Lavi / updated: Mar 09, 2022

We publish unbiased reviews. Our opinions are our own and are not influenced by payments from advertisers. Learn more by reading our advertiser disclosure.

What is Dataforma?

Dataforma is a cloud-based field service management software designed for HVAC technicians, Roofers, and contractors. Here are some features of this field service software:
  • All-In-One CRM: Dataforma helps field service professionals to manage their clients and projects through this feature.
  • Shared Calendars And Scheduling: This feature ensures Project Scheduling with the project team is done effortlessly.
  • Online Document Storage: The Online Document Storage feature ensures that project files are kept safe and accessed from any location.
  • Mobile Labor Tracking: The Dataforma Mobile Labor Tracking helps professionals track their projects progress and effectively manage them.
Dataforma is a cloud-based software for roofers and other field service professionals located in York, Pennsylvania. The software has about 25 employees working at this location and has more than 10k users.

What is Dataforma rating?

The rating of Dataforma is 4.3 stars out of 5 and the total score is 94 out of 100. The ratings are based on our unbiased experts. Learn more in our rating methodology page

Who uses Dataforma?

Dataforma business management system is specifically designed for roofing contractors handling both residential and commercial projects. Other companies providing HVAC, electrical and electrical services can also use this software. K Post Company, McNeil Roofing and Service Roofing Company are some of the clients of Dataforma.

Is Dataforma the best Field Service system?

Dataforma is ranked 10 out of 348 software in their category (Field Service systems).

What are their main features and functionalities?

Dataforma can help users to manage work orders, warranties, service/project scheduling, projects and bid/lead tracking which means streamlining processes. Users only have to enter contract, building, company and warranty information or building instructions only once in one place.

The retrieving information offers instant status reports on projects, buildings, work orders and billing information. The real time reporting feature offers accounts receivable, bid summary, warranty expirations and work order/project calendars with daily, weekly or monthly reports.

Some other notable features are: customer portal to give them access to projects, work orders, invoices, warranties and pictures, 24/7 hour access for users and customers, free 24/7 live help and monthly webinars. Users can enjoy ultra-secure data storage environment, cost-effective technology management, single source business management system, operational efficiency and organizations and eliminating repetitive data entry features.

What are Dataforma's pros? (5 Pros)

  • The software ensures that forgotten work orders are not lost
  • Dataforma offers a 1-point location for almost everything professionals might need for a project
  • The software is easy to use, as indicated by users
  • The customizable exports/reports feature of this business management solution offers 40 standard templates unlike other similar tools
  • The business management software offers live and virtual training depending on users’ needs

What are Dataforma's cons? (5 cons)

  • The software has no mapping feature to locate deficiencies on a map
  • Lacks complete accounting functionality
  • The user interface of Dataforma can be difficult to use for some users at first
  • The business management solution doesn’t offer open API support which means less flexibility
  • The business management software is only available in English as of this time

Who are their main alternatives?

Dataforma is competing with top industry field service softwares, and its closest competitors are Jobber, ServiceTitan, and FieldPurse. Here are some aspects in which they can be compared:
  • Functionality: Dataforma has the following features Service Work Management GPS Tracking, Service/Work Order Calendar, Building Work History, Invoicing, Document Management, Lead Tracking, Bid Tracking, Proposals & Reports, Project Contract Management, etc. Compared to its alternatives, Jobber has the Email and postcard marketing and Credit card processing feature, which is missing in Dataforma. FieldPulse has the Pricebook feature, which is not available on Dataforma. ServiceTitan offers a payment feature that is missing from Dataforma.
  • Customers/Industries: Dataforma targets Plumbers, HVAC, Roofing, Solar, Electrical, and Restoration. Compared to its alternatives, Jobber targets Lawn Care, Tree Care, Landscaping, Plumbing, Handyman, HVAC, Residential Cleaning, Janitorial Cleaning, Pressure Washing, Window Cleaning, etc. FieldPulse targets the HVAC, Contractor, Plumbing, Service Business, Electrical, Handyman, etc. ServiceTitan targets the HVAC, Plumbing, Electrical, Garage Door, Chimney Sweep, Water Treatment, Pool Service, Landscape, Pest Control, Septic, Service & Replacement, Commercial, Construction, Franchise and Enterprise industries. Cost: Dataforma does not have its license price public, but compared with its close alternatives, Jobber has a license plan starting at $25 per month per user, FieldPulse is priced at $65 per month per user, while ServiceTitan does not have its license plan publicly published.
  • Cloud-based/On-premise: Dataforma and its close alternatives in the field service industry are all cloud-based systems.
  • Support: Dataforma offers Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live Rep) support channels, but does not offer chat support. Its close competitors offer similar support channels except 24/7 (Live rep) but offer Chat support.

What is the cost of Dataforma?

Dataforma pricing starts at $69.99 per month per user. It offers free trial for its users.

What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 2 out of 10 (10 is most expensive). You can fine here the REAL total cost breakdown for Dataforma.

What should you ask Dataforma Inc. during a demo session? (65 questions)

Schedule a demo with Dataforma and access 65 must ask questions for the vendor while watching Dataforma in action. Visit the vendor's website here.

Where Dataforma is used?

Dataforma is a field service software designed for professionals handling projects of various sizes. The software targets Plumbers, HVAC, Roofing, Solar, Electrical, and Restoration professionals. Some companies using this software are FRY Roofing INC., G. FEDALE Roofing, and Siding. Franzoso Contracting, INC, Best Contracting Services, INC, etc.

List of categories

Construction Apps
Roofing Contractor
Web Based Construction
Customer Relationship Management
Field Service - Pest Control
Field Service - Work Order
Field Service Mobile Apps
FS Contact Management
FS Billing / Invoicing
FS Scheduling & Dispatch
FS Work Order Management

List of features

Contract Management
Accounting Management
Change Orders
Contract Management
Cost Management
Document Management
Equipment Management
Project Management
Service Management

Dataforma Vs. Alternatives

ITQlick rating
License pricing
ITQlick rating
License pricing
$69.99 per user/month
ITQlick rating
License pricing
$39 per user/month
ITQlick rating
License pricing
$49 per user/month
ITQlick rating
License pricing
$245 per technician/month + $800 one-time setup cost
ITQlick rating
License pricing
$99 per month

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.