Product Quick Facts
Dataforma, operating since 2003 and incorporated in 2004 in York, PA, offers an eponymous contact and field service management solution for the construction and roofing industry. Founded by experts with extensive experience in the roofing industry, cloud computing, and software development, Dataforma is the roofing industry’s largest provider of cloud-based business management software and services.
Dataforma handles every aspect of field services, from the initial service call through to the final invoice payment. Accessible via any computer with a modern web browser or via a mobile application, Dataforma gives all users in the company access to critical project, building, and contact information — whether in the field or at the office. Unlike legacy paper documents, electronic versions can’t be misplaced, stained with coffee, or otherwise lost — but computers aren’t always efficiency boosters. Poorly designed systems can still make finding documents a pain or create additional work, especially when users are spread across several solutions, like Excel and Outlook. Everyone working in the same system, like with Dataforma, means efficiency is boosted in two ways: no duplicative data entry and less time spent searching for files, folders, emails, or etc. when looking for invoices, work orders, or other job-related documentation. The system is secured with bank-standard encryption, and offers user-based permissions for various roles in your company, and even offers view-only access and a customer portal for bi-directional sharing of information or initiation of service calls.
We recommend Dataforma to roofing companies who want a modern solution to customer management, the quote/bid and work order process, and can be accessed in the office or on the go. Not sure if Dataform is the right solution for you? Call, click, or email to speak with an unbiased Technology Advisor for a no-cost, no-obligation consultation about your unique requirements.
(Last updated on 02/02/2022 by Cameron Council)