Dataforma
About Dataforma
Dataforma is a cloud-based field service management software designed to help businesses in electrical, plumbing, HVAC, and other industries manage bids, contracts, inspections, invoicing, and more. It enables contractors to handle projects, create proposals, track leads, and monitor marketing campaigns on a unified platform.
Dataforma offers a customer portal, which allows employees to share building information, work orders, photos, invoices, and other documents with customers in real-time. Clients can use the application to submit work requests, track the status of work orders, and view the progress of projects. It provides a host of features including drag-and-drop interface, warranty management, custom dashboards, GPS tracking, analytics, and more.
Using Dataforma’s lead tracking module, managers can assign leads to sales representatives and organize data by salesperson or type of work. It allows administrators to capture and store documents related to work orders, building information, or construction projects in a centralized repository and generate latency reports for reference.
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Reviews
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- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great Product, Great Value
Reviewed on 2019/09/18
Pros
The level of customization, flexibility, and overall stability of this software has made it invaluable to our business. We can reach knowledgeable staff every time we call and the answers we receive hit the mark every time. The numerous fields and sub-categories afford tremendous flexibility that enables us to customize our input/output for reporting on pretty much any attribute that we want. The new accounting modules are also well developed. In all, the functionality has enabled us to rethink and expand the analysis of many aspects of our business while maintaining close control over scheduling and operational demands at the same time.
Cons
Some users may find it a little intimidating at first but with proper instruction this should not be a problem. The user permissions are vast so having a system administrator who will remain on staff is important.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Highly recommend - Excellent CRM system
Reviewed on 2019/09/18
Excellent. Especially the customer service. this system is big and diverse and has a lot of...
Excellent. Especially the customer service. this system is big and diverse and has a lot of functionality. I am not the most tech savvy person, so being able to talk with a live customer service rep exactly when I need to makes whatever price you charge worth every penny.
Pros
Until we procured Dataforma, we were limited in our growth. We could not get past a limited amount of customers because we did not have a system to manage them effectively. Since we partnered with Dataforma our service department has double in size. We are sleekly, more efficient and uniformed. We are able to communicate with our customers effectively and in a timely manner all through Dataforma
Cons
I do not like the pop-up viewing function of the pictures input into dataforma, it is clunky and inefficient. there needs to be a faster way to view pictures without exporting them. I have to remove pictures all the time and trying to see them before deciding which to include in the invoice is cumbersome and it doesn't seem to be as efficient as all the other functionality.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
We've been with DataForma for a few years now.
Reviewed on 2018/04/18
Having access to our business' information.
Having access to our business' information.
Pros
As an owner, it's great to have information on all of the projects in your company at literally, your fingertips. Being able to access projects and information is what I like most.
Cons
It's klunky and unfriendly. We've been using DF for a few years now and we still feel that we're only utilizing 50-70% of the software correctly. We have a lot of project managers and sales people and it is difficult to train. I wish the software would prompt the user more rather than expect the user to know how to navigate. I think that projects and work orders should be easier to seperate. I think that you should be able to access more of the software from your phone, our project managers are in the field 80% of the day and having to go back to their computer to input information or access information like the schedule is daunting.
- Industry: Construction
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A great tool for roofers.
Reviewed on 2020/01/22
Dataforma has been one the biggest reasons I have been able to grow my service department from 4 to...
Dataforma has been one the biggest reasons I have been able to grow my service department from 4 to 23 trucks. The software enables KPost to keep all our previous, current and proposed work organized, while the app allows my technicians in the field to process their work orders easily which allows our staff to bill faster. The analytics and reports I can produce with Dataforma gives me the information and data to know where my strengths and weaknesses are throughout my business. Allowing me plan for the future and train away errors. With Dataforma, I can read the future.
Pros
Ease of use to keep everything organized and sorted.
Cons
No mapping feature to locate defeciences on a map.
Reasons for Choosing Dataforma
Dataforma was specific for roofers.Reasons for Switching to Dataforma
Reporting, ease of use, customization- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Comphrensive CRM and project solution
Reviewed on 2019/01/22
Great tool for lead/project tracking, holding sales reps accountable to run leads and enter bids,...
Great tool for lead/project tracking, holding sales reps accountable to run leads and enter bids, and having all pertinent project information in one place that everyone can easily see. Industry specific, so not a whole lot of customization needed. Dataforma can customize almost any template to export your data. The price is super affordable for what they offer. If full accounting software was ready, it would be even better. Right now, there's a lot of double entry, but hoping that integrating Dataforma accounting with the current CRM will make things more efficient soon!
Pros
Scheduling capabilities
Reporting functionality
User-friendly
Field app
Document Solution
Accessible Remotely
Cons
Full accounting functionality not available yet, resulting in double entry of projects in Dataforma and other accounting software
Bulky-- have to enter information for projects in multiple places (buildings, contacts, etc...once it's all there, it's a great tool)
Dataforma FAQs
Below are some frequently asked questions for Dataforma.Q. What type of pricing plans does Dataforma offer?
Dataforma offers the following pricing plans:
- Starting from: US$69.99/month
- Pricing model: Subscription
- Free Trial: Available
Dataforma pricing starts at $69.99 per month per user. Please contact Dataforma for additional details.
Q. Who are the typical users of Dataforma?
Dataforma has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Dataforma support?
Dataforma supports the following languages:
English
Q. Does Dataforma support mobile devices?
Dataforma supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Dataforma integrate with?
Dataforma integrates with the following applications:
ComputerEase, FOUNDATION, QuickBooks Online, Sage 50cloud Accounting
Q. What level of support does Dataforma offer?
Dataforma offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)
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