Dataforma Review

Shlomi Lavi / updated: Jul 14, 2020

What is Dataforma Used For?

Dataforma software is a web-hosted field service management solution that is integrated with scheduling, GPS Tracking and invoicing tools for contractors. Originally the platform was built specifically for roofing contractors but currently it can be used by various construction businesses such as plumbing, Electrical, and HVAC among others.

This business management system enables contractors to create proposals, manage projects, track leads, as well as monitor their marketing campaigns. Dataforma software integrates all the users’ software requirements into one solution designed for contractors by contractors.

Users can also record incoming calls to help them monitor every job right from the start to completion. Dataforma is a product of a company founded in 2004 known as Dataforma.

Average Rating -

The rating of Dataforma is 4.3 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

Dataforma’s 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.

Features

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.

Dataforma 5 Pros

• Easy operations including entering work orders
• A customizable dashboard that displays what you need at a glance
• Dataform app allows the field agents to instantly get work orders
• 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

Dataforma 2 Cons

• Reports are only customizable when you import them
• Lacks complete accounting functionality

Competitors & Alternatives

The two main competitors of Dataforma software include Microsoft Dynamics SL and Bridgit. While Microsoft Dynamics SL software is a cloud-based enterprise resource planning platform that is built to serve project-based small and midsize businesses, Dataforma software is a web-hosted field service management solution for all business sizes. Dataforma is 4.32 stars rated on online reviews but on the other hand, Microsoft Dynamics SL is 4.03 stars rated.

While Dataforma is deployed only through the cloud, Microsoft Dynamics SL can either be hosted on the cloud or installed on site. Bridgit software is a cloud-based field service & construction system that is ideal to serve various projects in commercial, residential and industrial sectors while Dataforma software is a web-hosted field service management solution for any type of contractors.

Dataforma is ideal for contractors of any size from small to large contractors while Bridgit serves small and medium businesses. Both Bridgit software and Dataforma software offers a mobile app. Dataforma includes a GPS tracking feature while Microsoft Dynamics SL doesnt.

Dataforma Pricing Information

The cost of license starting from $69.99 per user/month. The experts at ITQlick has reviewed Dataforma pricing and gave the software a total cost of ownership (TCO) rating of 2 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching Dataforma in action

Is it the right software for you?

Dataforma software is a field service management solution that is built to offer scheduling, GPS Tracking and invoicing tools for contractors of every size from small, medium and large contractors. The software serves various industry verticals such as roofing, HVAC, plumbing, restoration and electrical among others.

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Dataforma Categories

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Specifications

Company:	Dataforma Inc.
Address:	York, PA
Website:	https://www.dataforma.com/
Customers:	Small business, Medium business, Large business
Business Area:	Cross Business Areas
Platforms:	Desktop, Mobile, Cloud
Operating Systems:	Mac OS, Windows, Linux

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Dataforma Features