Dataforma Review - why 4.3 stars?

Dataforma Review
ITQlick Score: 94/100
ITQlick Rating:
Pricing: 2/10 - low cost
Category: Field Service -> Dataforma review
Ranking:Ranked 10 out of 350 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. This content is reader-supported, which means if you leave your details with us we may earn a commission. Learn why ITQlick is free .

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.

Who is it best for?

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.

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 is the actual cost?

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

ITQlick pricing score is 2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Dataforma.


  • 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


  • 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

How it stacks up?

Access a head to head analysis of Dataforma vs alternative software solutions.
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
$398 per technician/month + $800 one-time setup cost
ITQlick rating
License pricing
$99 per month

Frequently Asked Questions (FAQs)

Is it the best Field Service system?

Dataforma is ranked 10 out of 350 software in their category (Field Service systems).

How they are rated on ITQlick?

The rating of Dataforma is 4.3 stars out of 5 and the total score is 94 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, Dataforma makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

Yes, they offer cloud based hosting, which means IT resources are retrieved through web-based tools and applications and you don't need to buy servers and additional hardware equipment.

Can it be used on mobile?

Yes, you can access Dataforma on your mobile/smart phone.

What should we ask during a demo session?

Differences between Dataforma and alternatives?

The most popular alternatives to Dataforma in 2024: Jobber, HouseCall Pro, ServiceTitan, Dispatch, Service Fusion. Access the complete competitors analysis here - Dataforma VS Field Service Software alternatives.

Is Dataforma right for you or your business?

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

Auditor - Shlomi Lavi

Website Linkedin profile Facebook Twitter

Shlomi Lavi is an entrepreneur and founder of He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.