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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Dataforma stands out as the most accommodating platform for professionals in service management, catering to roofers, HVAC specialists, and various other remote contractors. By adopting a fully paperless service department, you can dedicate your efforts to securing more bids, boosting productivity, operating remotely from job sites, and enhancing customer satisfaction. This innovative software was designed by a roofing contractor with the intent of delivering a user-friendly and powerful solution for the roofing sector, all while avoiding the hefty costs typically associated with custom software. With the Dataforma CRM, you can transform your service department seamlessly, utilizing one comprehensive paperless system that manages everything from the first customer interaction to invoicing, ensuring you never lose track of a call or client history. For busy contractors, sifting through piles of disorganized paperwork is a thing of the past. Dataforma helps streamline your operations by allowing you to store and access documents in a straightforward online database, which can be conveniently accessed from anywhere, ultimately fostering greater efficiency and organization. Embrace the future of service management with Dataforma and watch your business thrive.

Description

At the conclusion of the workday, a .pdf report is generated from the day's activities and sent out via email automatically. While assessing the job site, you can take photos and videos of punchlist items, assigning them instantly as you move through the area. Simplifying the process of documenting safety compliance ensures that everyone is aware of your commitment to maintaining a safe job site. The system allows for customizable tracking of manpower, equipment, and resources. It promotes accountability by enabling you to track issues until they are resolved. Each team member accesses only the information pertinent to their role, making communication efficient. You can swiftly incorporate up-to-date weather conditions into your daily reports, regardless of whether you’re located in a deep sub-cellar or a remote area. Communication is seamless, even with those who aren’t using Fieldlens. The project reports are visually appealing and branded, automatically shared with relevant stakeholders. Additionally, you gain a real-time overview of open tasks, overdue items, and trending issues on-site. Utilize filters to refine your search and concentrate on specific results, enhancing your overall project management experience. This comprehensive approach ensures that all team members remain informed and engaged throughout the project lifecycle.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Secoda Yes 
intermix.io Yes 

Integrations

Secoda No 
intermix.io No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Dataforma

Founded

2004

Country

United States

Website

www.dataforma.com

Vendor Details

Company Name

Fieldlens

Founded

2011

Country

United States

Website

fieldlens.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools No 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management No 
Time & Expense Tracking No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders No 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential Yes 
Subcontractor Management Yes 
Timesheets No 

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