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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
Whether you're working ON-SITE, ON-ROAD, or in the OFFICE, you can easily access top-notch CRM and management tools via the cloud to quote, complete jobs, and manage your business with maximum efficiency. With JobTrack, you have the flexibility to operate your business in the cloud or host it on your own server, allowing for immediate advantages! It's no secret that small and medium-sized enterprises are quickly adopting cloud services. The reason for this trend is that cloud solutions like JobTrack provide professional-grade software that doesn't require specialized hardware, is compatible with mobile devices, and comes equipped with a full suite of services, including round-the-clock hosting, backups, and hassle-free updates. JobTrack features an extensive array of business workflow modules and management tools that offer robust security typically reserved for larger corporations, enabling you to work from the office, at home, or anywhere remotely. You can choose from a wide selection of modules and customize them to design a system that perfectly fits your individual needs. Moreover, JobTrack's adaptability ensures that it can evolve alongside your business, making it a long-term solution for growth and success.
API Access
Has API
API Access
Has API
Integrations
Hatch
Secoda
intermix.io
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$65 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Dataforma
Founded
2004
Country
United States
Website
www.dataforma.com
Vendor Details
Company Name
stSoftware
Website
www.stsoftware.com.au/site/ST/products/jobtrack
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management