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FIELD SERVICE MANAGEMENT
Dataforma Field Service Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is available as a web-based SaaS solution.
Customer Focus
Vendor works with businesses of all sizes in the roofing industry
Select Customers
G. Fedale Roofing & Siding, Fry Roofing Inc, Franzoso Contracting Inc, Best Contracting Service Inc, Southern Coast Enterprises Inc
About Dataforma Field Service
Dataforma Field Service is field service management software that saves time and money by streamlining processes, reporting real time, and reducing repetitive data entry. The platform has a secure data storage environment, and is cost-effective, scalable, and accessible from anywhere.
The software is available for assistance through its 24/7 help desk. Customers can directly request for work orders through Dataforma’s customer portal. In addition, the customer portal manages permissions to view projects, work orders, invoices, or pictures. Real time reporting reports in daily, weekly, or monthly reports with receivable aging, bid summary, warranty expiration, and more.
About the Company
Dataforma Inc was founded in 2003 and is headquartered in York, Pennsylvania.
Dataforma Field Service Key Features
- Interactive customer portal
- Lead tracking and correspondence management
- Basic accounting system integration
- Color-coded drag & drop dispatch board
- Streamlined billing with automatic job cost
- Report and proposal generation and management
- Close ratio, cost, & efficiency reports
- Preventative maintenance planning
- Digital photo & document storage
- Google Maps integration
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