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Dataforma

Dataforma

By Dataforma


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Highlights : About Dataforma

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Service Work Management Module

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GPS Tracking

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Service/Work Order Calendar

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Individual Calendar Management

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Building Work History

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Service Work Management Module

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GPS Tracking

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Service/Work Order Calendar

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Individual Calendar Management

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Building Work History

About Dataforma

Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps contractors manage projects, create proposals, track leads, monitor marketing campaigns, and more.

Specifications

  Business Size
Startup
  Deployments
Cloud
  Language Support
English
  Platforms

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

Features

Benefits

Recommended Product

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