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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

An all-inclusive construction management platform designed to reduce costs, enhance productivity, and minimize paperwork. Streamline office operations by eliminating the tedious task of gathering and entering manual timesheets. Ensure you are prepared for audits with features like safety inspections, progress reports, and the ability to upload important documents. Keep teams aligned with centralized deficiency tracking and photos stored in one accessible location. Enhance organization by monitoring tools, recording their usage, and maintaining thorough maintenance logs. Boost operational efficiency through drag-and-drop scheduling and timely shift notifications. Stay updated with instantaneous job data, GPS tracking for field personnel, and accurate job costing. Site2Site provides a comprehensive and cost-effective solution tailored for small to medium-sized construction firms, enabling them to automate the everyday administrative tasks essential from project estimates through to completion. Among the various processes our platform automates are GPS-verified time cards, efficient collection management, and tracking of equipment and materials, making your construction projects more manageable than ever.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Hatch
Secoda
intermix.io

Integrations

Hatch
Secoda
intermix.io

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20.00/month/user
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

Site2Site

Founded

2015

Country

Canada

Website

site2site.com/landing/en/index.php

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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