Name: Dataforma
Price: 69.99 USD
Author: Dataforma

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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Dataforma is a comprehensive field service and project management software designed specifically for commercial contractors. According to the vendor, this solution caters to various professions and industries such as commercial roofing contractors, commercial HVAC technicians, commercial solar contractors, commercial plumbers, and electricians. With its wide range of features and functionalities, Dataforma aims to streamline operations and improve productivity for businesses of all sizes.

## Key Features

**Service Work Management**: According to the vendor, Dataforma offers field service management software specifically designed for contractors and field service companies. It provides features such as scheduling, reporting, invoicing, and seamless updating capabilities, which the vendor claims can result in improved efficiency and productivity.

**Customer Portal**: The vendor states that Dataforma's customer portal enables smooth communication between contractors and customers. It allows for real-time project management and file sharing, promoting collaboration and transparency throughout the project. Additionally, the customer portal provides customers with direct access to information and the ability to interact with contractors.

**CRM**: According to the vendor, Dataforma simplifies customer relationship management by providing an intuitive interface with analytics and a data dashboard. It offers a centralized database for storing customer information, which the vendor claims can result in better control over invoices and improved customer service.

Basic

Jobber is field service management software from the company of the same name in Edmonton, Alberta.

Connect

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Plus

Core

Connect (individual)

Grow (individual)

Jobber

Founded in 2016, Leap is subscription-based software for home service contractors that automates steps in the sales process from estimating, proposals, and contracts to financing, payment capture, and e-signatures.

Premium

Leap

Dataforma

Roofing

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Roofing Software

Dataforma

Overview

What is Dataforma?