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Field Service Management Software For Commercial Contractors

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Dataforma Overview

Dataforma is a user-friendly software designed to streamline and organize business operations, particularly in the field of service management. It caters to industries like roofing, HVAC, and electrical services. The platform excels in simplifying tasks such as project management, client communication, and document storage. With its intuitive interface, users can easily track job progress, generate reports, and schedule appointments. Dataforma's notable features include customer relationship management (CRM), work order management, and invoicing. It enhances collaboration among team members, ensuring seamless coordination and efficient project delivery. The software proves invaluable for businesses seeking a reliable solution to manage projects, communicate with clients, and maintain organized records.

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Dataforma Screenshot & Video

Contact Details

  • Vendor Name Dataforma
  • Founded 2004
  • Location United States
  • Employees 11-50

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Construction

Dataforma Features

  • Project Management
  • Data Import/Export
  • Scheduling
  • Quotes/Estimates
  • Activity Tracking
  • Document Management
  • Job Costing
  • Buyer Management
  • Warranty Tracking
  • Calendar Management
  • Collaboration Tools
  • Client Tracking
  • Contract/License Management
  • Task Management
  • Change Order Management
  • Communication Management
  • Contact Management
  • Project Tracking
  • Subcontractor Management
  • Sales Pipeline Management
  • Email Marketing
  • Bid Management
  • Lead Management
  • Procurement Management

Dataforma Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Dataforma FAQs

  • No, Dataforma does not offer a free version.

  • No, Dataforma does not offer any free trial.

  • No, Credit Card details are not required for the Dataforma trial.

  • Yes, Dataforma offers an API.

  • Dataforma offers support with the following options:
    • 24x7 Support , Email , Phone , Knowledge Base

  • Dataforma offers training with the following options:
    • In-person , Webinar

  • Dataforma supports the following languages:
    • English

  • Following are the typical users of the Dataforma:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Dataforma supports the following deployment:
    • Cloud Hosted

  • Dataforma supports the following devices and operating systems:
    • Web-Based , iPhone , Android