Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Discover how our innovative approach to app development enhances your project efficiency. Site Diary features a dual-platform system comprising both a mobile/tablet application and a desktop web interface. The mobile app is designed for daily event logging while you are on site, whereas the web version facilitates project management and historical entry searches when you are in the office. All entries made on either platform are seamlessly synchronized in real-time through our cloud infrastructure powered by Microsoft Azure. Users can access both the mobile and web applications using the same login credentials, although visibility is tailored according to user permissions. Additionally, the app automatically retrieves weather data based on the site’s location, with an option to adjust it for your current whereabouts. Pre-filled sections for manpower, equipment, materials, and contractors enable quick selections from dropdown lists, streamlining daily updates. This cohesive ecosystem not only simplifies the documentation process but also enhances overall project oversight and accountability.
API Access
Has API
No
API Access
Has API
No
Integrations
Secoda
No
intermix.io
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$9 per year
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
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Dataforma
Founded
2004
Country
United States
Website
www.dataforma.com
Vendor Details
Company Name
Script&Go
Founded
2011
Country
France
Website
www.mobilesitediary.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
No
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
Yes
Equipment Tracking
Yes
Estimating
No
Incident Reporting
Yes
Mobile Access
No
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No