von Dataforma

4.5 / 5 64 Bewertungen

Wer nutzt diese Software?

Any contractor managing service work and large, production jobs looking to streamline their business in a single system.

Durchschnittliche Bewertung

64 Bewertungen
  • Gesamt 4.5 / 5
  • Bedienkomfort 4 / 5
  • Kundenservice 4.5 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4 / 5


  • Startpreis $69.99/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
  • Kundenbetreuung 24/7 (Live Vertreter)

Angaben zum Hersteller

  • Dataforma
  • Gegründet 2004

Über Dataforma

Web-based field service management software with integrated scheduling, invoicing and GPS Tracking for contractors. Dataforma combines all of your software needs into a single, integrated solution built by contractors, for contractors. Record and track every call that comes into your office to follow every job from start to finish. Continual upgrades and 24/7 customer service are included, no up-charges or hidden fees for added functionality.


Dataforma Funktionen

Der Softwareanbieter hat diese Information nicht vervollständigt.
  • Abrechnung & Rechnungsstellung
  • Angebote / Schätzungen
  • Arbeitsauftragsverwaltung
  • Elektronische Unterschrift
  • Inventarverwaltung
  • Kontakt-Datenbank
  • Kundendienst-Historie-Nachverfolgung
  • Mobiler Zugriff
  • Routing
  • Stempeluhr
  • Terminplanung
  • Versenden
  • Vertragsmanagement
  • Zahlungseinzug im Außendienst

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Die hilfreichsten Reviews für Dataforma

Flexible and robust functionality with great support.

Mit Google übersetzen Bewertet am 10.11.2016
Nathan Kona
Operations Support
Pyramid Roofing
Bau, 13-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
4 / 5
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
5 / 5
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We started using Dataforma a little over three years ago when we were informed about it during a trade conference. This was a large shift for us and as a roofing company, our end users were not technically proficient to begin with. We immediately noticed how supportive their staff was in making sure we transitioned to the software as smoothly as possible; they even had a company representative visit our offices to help train our staff. The software is fairly robust and there are a number of fields that can be populated in order to retrieve detailed information for reporting and reference as needed. Once familiar with the basics, we were able to speak directly with the Dataforma developers to have custom templates produced for data experts and reporting needs. The stability of the system has been absolutely consistent as they have redundant servers in multiple states. Over time we have been excited to find new ways to improve our operations, scheduling, accounting and basic CRM needs by becoming more familiar with the software and communicating with a helpful and readily available support staff. We now attend biannual super user conferences where the system administrators and various users from different companies can confer directly with the Dataforma design team. The events are very helpful in that we also confer with other users to find new ways to better use and adapt the software to our ever-changing needs.

Vorteile: The software is very robust and capable of producing reporting from a variety of perspectives and directions. The software continues to improve as the developers actively seek input from the end users. System stability and support has always been first rate. Great value for the investment.

Nachteile: Initial learning curve can be a challenge to some but the quality support makes this less of an issue. Looking forward to expanded accounting functionality.

Dataforma for Roofing Companies

Mit Google übersetzen Bewertet am 20.4.2017
Kyle Nurminen
Director of Business Developement
Altec Roofing
Bau, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
Quelle: asdf
2 / 5
3 / 5
Eigenschaften & Funktionalitäten
4 / 5
3 / 5
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Having had extensive experience with several CRM programs designed specifically for the Roofing Industry over the past 13 years, I have been working with DataForm for the first time over the past year. We have considered leaving them for more functional software better designed for our industry, but with all the information they hold for us, we are still sticking it out. Actually, I am realizing that most of the reasons our company is not happy with it, is because they are only utilizing a fraction of what it is capable of doing. Not only that, but over the past year, they have added an entire envelope of new account management features that improve the front end and follow up account management practices that had been previously lacking. Why are there 3 different ways to do just about everything? Why does it matter so much if you click a notebook icon versus a notebook title when they should be a single movement? These are the things that can be frustrating to a new user, but once learned, this program can do a great deal - a true all-in-one package - for you business. It has been around a bit longer than most, so it is understandable for there to be room for improvement in ease of application.

Vorteile: How much information you can put within it, and how many different aspects of your business it can apply to.

Nachteile: Easy of operation....or should I say, lack thereof

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