Highlights : About Dataforma
Product Details
Features
Service Work Management Module
GPS Tracking
Service/Work Order Calendar
Individual Calendar Management
Building Work History
Invoicing
Document Management
Lead Management
Bid Tracking
Proposals & Reports
Project Contract Management
Warranty Management
Configurable Dashboard
Mass Emails
Service Work Management Module
GPS Tracking
Service/Work Order Calendar
Individual Calendar Management
Building Work History
Invoicing
Document Management
Lead Management
Bid Tracking
Proposals & Reports
Project Contract Management
Warranty Management
Configurable Dashboard
Mass Emails
Benefits
A CRM for tracking all client conversations, history, and marketing
A scheduling interface for field service crews, production crews, office staff, and even human resource events
A place to track all sales opportunities and run customized reports to manage more effectively
A place to store all photos and documents in a single, secure database
Use the Dataforma Mobile app (for any Apple or Android device) to upload photos, create inspections, and run a paperless service department
A customizable dashboard to see the status of all work orders, sales opportunities, and open tasks
A CRM for tracking all client conversations, history, and marketing
A scheduling interface for field service crews, production crews, office staff, and even human resource events
A place to track all sales opportunities and run customized reports to manage more effectively
A place to store all photos and documents in a single, secure database
Use the Dataforma Mobile app (for any Apple or Android device) to upload photos, create inspections, and run a paperless service department
A customizable dashboard to see the status of all work orders, sales opportunities, and open tasks