Dataforma

Field service management tool for plumbing & HVAC industries

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.


Images

Dataforma Software - Dataforma active timer
Dataforma Software - Dataforma home
Dataforma Software - Dataforma add new field ticket
View 4 more
Dataforma video
Dataforma Software - Dataforma active timer
Dataforma Software - Dataforma home
Dataforma Software - Dataforma add new field ticket

Not sure about Dataforma? Compare with a popular alternative

Dataforma

4,3 (105)
VS.
Highly reviewed

Starting Price

US$69,99
month
US$25,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

31
194

Integrations

4
26

Ease of Use

3,9 (105)
4,0 (18 308)

Value for Money

4,1 (105)
4,0 (18 308)

Customer Service

4,6 (105)
4,1 (18 308)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

Salesforce Sales Cloud

4,4
#1 Alternative to Dataforma
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Act!

3,8
#2 Alternative to Dataforma
Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.

Dynamics 365

4,4
#3 Alternative to Dataforma
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is...

FollowUp CRM

4,5
#4 Alternative to Dataforma
Followup CRM construction CRM & sales platform designed to help contractors measure, record & streamline the sales...

Reviews

Overall rating

4,3 /5
(105)
Value for Money
4,1/5
Features
4,0/5
Ease of Use
3,9/5
Customer Support
4,6/5

Already have Dataforma?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 105
Nathan
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Flexible and robust functionality with great support.

Reviewed on 2016/11/10

We started using Dataforma a little over three years ago when we were informed about it during a...

We started using Dataforma a little over three years ago when we were informed about it during a trade conference. This was a large shift for us and as a roofing company, our end users were not technically proficient to begin with. We immediately noticed how supportive their staff was in making sure we transitioned to the software as smoothly as possible; they even had a company representative visit our offices to help train our staff. The software is fairly robust and there are a number of fields that can be populated in order to retrieve detailed information for reporting and reference as needed. Once familiar with the basics, we were able to speak directly with the Dataforma developers to have custom templates produced for data experts and reporting needs. The stability of the system has been absolutely consistent as they have redundant servers in multiple states. Over time we have been excited to find new ways to improve our operations, scheduling, accounting and basic CRM needs by becoming more familiar with the software and communicating with a helpful and readily available support staff. We now attend biannual super user conferences where the system administrators and various users from different companies can confer directly with the Dataforma design team. The events are very helpful in that we also confer with other users to find new ways to better use and adapt the software to our ever-changing needs.

Pros

The software is very robust and capable of producing reporting from a variety of perspectives and directions. The software continues to improve as the developers actively seek input from the end users. System stability and support has always been first rate. Great value for the investment.

Cons

Initial learning curve can be a challenge to some but the quality support makes this less of an issue. Looking forward to expanded accounting functionality.

kyle
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • 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.

Erin
Overall rating
  • 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 6.0 /10

Review

Reviewed on 2019/09/18

Up until this past year I didn't really have too many complaints about the software. Now that...

Up until this past year I didn't really have too many complaints about the software. Now that Dataforma is trying to integrate accounting software, there are many issues. I don't have confidence that modules will work correctly. They should have stuck to what they were doing well.

Pros

The tracking of work at specific buildings regardless of who owns the building, what type of work, etc

Cons

Since the update this past spring, the software is lacking. Information doesn't update and a lot of manual updating has to take place.

Jeannie
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Reviewed on 2011/08/11

Our company specializes in commercial flat roofing. Customer service and satisfaction are our...

Our company specializes in commercial flat roofing. Customer service and satisfaction are our primary goals with any roofing project. We struggled for years to create a database that would be at our "fingertips" so we could easily contact our customers. We were using Quickbooks for our accounting and customer database. As our company began to grow, we really needed a database that tied all our contacts and their properties together in one "easy to access" area.

A lead gen company put us in touch with a sales rep from Dataforma, and an appointment was scheduled. Scott came in to talk with us regarding Dataforma. Needless to say, Dataforma was exactly what we needed! We were ready to get started - "Where do we sign?!"

Shortly after signing our agreement, Mike came to our office for "Dataforma training". We were pleasantly surprised how informative the training session was, and how easily the system flowed. Of course, we couldn't take in all the functionality of Dataforma at that time; however, the basic program was easily learned and implemented. Practice makes perfect - so the more comfortable we all became with the system, the better the information input. Mike would check on us every week or so to see if we had any questions. He could even check our input from his computer. The customer support is wonderful. Any time I have called in, someone always answers the phone and has answered my questions immediately.

The system has been a wonderful asset to our company. From lead sheets to projects and work orders, all the information we need regarding a particular customer is just a click away! The Dataforma seminar in Baltimore last fall was so informative. My co-workers and I quickly learned that we were not utilizing half of the capabilities of the Dataforma system. We came away with a new perspective and understanding of Dataforma.

Dataforma is always looking for input and suggestions to improve their system. They have a background in the roofing industry, which is a plus for us. Dataforma has minimized data entry and maximized the tracking of each project to give an overall view of the profitability and performance of our company.

I would highly recommend Dataforma to everyone!

Tyler
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

We use Dataforma for all of our server needs from work orders to bid calendars and document...

Reviewed on 2017/05/16

The software allows for a streamlined method of access to the files we need on a daily, weekly, and...

The software allows for a streamlined method of access to the files we need on a daily, weekly, and monthly basis. It allows for members of our team to access data and information while on the go and away from the office via the server and the mobile app. The compilation of activities and calendars is a great tool to enhance productivity and manipulate communication obstacles to better address the solutions for them. The software is a tremendous tool for coordination with field technicians as well as office staff members.

Pros

DataForma is a great tool for organization of individual jobs/projects/buildings/etc... It compiles all contacts and pertinent documents in one accessible area.

Cons

Sometimes, as with all software for this type of use, it can become bogged down with too much information and things can get lost. Typically they are easy to recover, but it's still possible to lose information.

Showing 5 reviews of 105 Read all reviews

Dataforma FAQs

Below are some frequently asked questions for Dataforma.

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.

Dataforma has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Dataforma supports the following languages:

English

Dataforma supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Dataforma integrates with the following applications:

ComputerEase, FOUNDATION, QuickBooks Online, Sage 50cloud Accounting

Dataforma offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)

Related categories

See all software categories found for Dataforma.