Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including Electrical, Plumbing and HVAC. It's a web-based business management system that helps contractors manage projects, create proposals, track leads, monitor marketing campaigns, and more. Dataforma has over 3,500 users from across the country. Their customers range in size from $3 million to over $150 million in annual revenue, and work on both commercial and residential projects.
There are four main customer management modules, and nine business process modules offered in Dataforma. The customer management modules include a contact management system, correspondence management, and a calendar. The business process modules include those specifically designed for service management: work order management, project management, warranty management, and document management.
Dataforma also offers a customer portal, which allows contractors - and their customers - to access information about active construction projects in real time. They just announced the launch of a new iPhone/iPad app that helps contractors track and update service requests in real time from the field.
Dataforma requires a minimum of three users, but offers discounts as you add users to the system. They offer month-to-month pricing, but do require a one-time installation fee. Dataforma offers a 90-day guarantee, 24/7 email and telephone support, and 24 hour system monitoring.