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.

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.

Dataforma requires a minimum of three users to begin with, and is available on a monthly subscription. Dataforma offers 24/7 email and telephone support, and 24-hour system monitoring.

Home page
Home page

Home page

Work Order Calendar

Work Order Calendar

Project Bid Tracking

Project Bid Tracking

Bid Reports

Bid Reports

Project Calendar

Project Calendar

Report Generator

Report Generator

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000



64 Reviews of Dataforma

Overall rating

4.5 / 5 stars

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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Great, but lacking

Dataforma overall has provided a positive impact in our organization. It does take an internal champion to get everyone on board, and as with any software, you get out what you put it.

Pros

The ability to upload information from the field using a mobile device. Having complete building work history available including warranties, previous repairs, projects, and invoices.

Cons

No option for customers to report work through a mobile app. Lacking some of the bells and whistles that competitors offer.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Dataforma for Roofing

We are starting to use more of the features with Dataforma. We like the ease of tracking estimates with the different databases

Pros

Using this software has allowed us to keep our service department running smoothly. It makes looking for contact information and a full history of service dates easily accessible.

Cons

Allowing our customers access to their history does not seem to flow smoothly

Review Source: Capterra

Terry from Great Plains Roofing & Sheet Metal

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Dataforma has streamlined our service department.

Pros

The ability to access all of the service departments work from any computer, tablet or phone. The cloud storage of photos is also a great feature.

Cons

I would like the app to be set up for office use. Currently the app is designed for the field techs. If you are out of the office and need to schedule work, you will have to log in through the website.

Review Source: Capterra

Nathan from Commonwealth Roofing Corp.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Dataforma is great at keeping our info in electronic file cabinets. Clunkiness is the problem.

Pros

The backup system and historical information that is preserved. I like the work order calendar and map interaction.

Cons

Not a good CRM for sales. It takes too many steps to create a correspondence, an event, or other things. When you need to do an event, all the fields are so spread out and you have to scroll down to even enter it. It just feels clunky.

Review Source: Capterra

Scott from Admiral Roofing Ltd.

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Dataforma has been a valuable addition to our office.

Pros

Using the mobile app to send information to our field technicians. Access to historical information for past projects and buildings.

Cons

Still working on adapting our current workflow to match the software processes - formatting of templates can be time consuming.

Review Source: Capterra

Conor from Payne Roofing

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Great CRM for Roofers

Pros

it generates a great looking sales proposal for our customers. scheduling and coordinating crews is easy through their calendar systm

Cons

difficult to find a way to post and track revenues on each sale. wish there was more sophisticated accounting reports

Review Source: Capterra

William from Fisher Roofing of Kearney

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Dataforma has transformed the flow of our business.

Pros

I like that it stores all the info about a job in one central place. Before we had pictures and notes scattered all over a job file, now it is in all one place. Also the history on a building is fantastic to have.

Cons

One of my many complaints about Dataforma is that with the expanded functionality, also comes a lot of steps. When you are a smaller contractor it make a lot of steps for one person. For example, there is no accounting functionality but a invoice must still be completed to close out a project.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

I have been using Dataforma for over 5+ years and still getting use to it.

You are able to log online to the software.

Pros

The thing I like most about the software is that I am able to log into the software online. This is great since I typically work remotely and/or on the field.

Cons

The thing I like least is the layout. Since I am typically work remotely and/or on the field, I need to get info fast and wish I didn't have to click on too many tabs to get my info. It would be nice if there is away to save favorite tabs and get info quickly that way.

Review Source: Capterra

Jaunita from Tri-State Roofing Contractors, LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

I enjoy DataForma. I think I do not utilize the majority of its capabilities.

We can share files. Dataforma helps save the environment and resources because we just upload the original paper and all the office staff can look at it without using the extras that hard copies require.

Pros

My favorite thing about Dataforma is the ability for job files and information to be uploaded and not restricted to a paper file in a drawer in an office.

Cons

I cant say there is anything I like least about DataForma. It's just about getting in there and learning how to use it and being disciplined in the habit of putting stuff in there.

Review Source: Capterra

Kristi from RSI Roofing

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

DataForma has been great for our company - easy to use.

Has been very easy to use and keep track of current and previous jobs weve had as well as customers.

Pros

Dataforma stores all the necessary data we need. Its easy to use and functionally for everyone in the office and even the field.

Cons

Some changes that have been made to certain areas have made it a little more confusing than it was before.

Review Source: Capterra

tim from TURNER MORRIS

Ease-of-use

Value for money

Customer support

Functionality

April 2018

works most of the time, needs some improvement.

Pros

good data base.

Cons

can't access some info from mobile app. for ex. you enter a building and you can't know who the building manager is.

also frequently freezes when entering pictures in mobile app. It freezes up in other instances and we have to abandon using Dataforma and re-enter info when back in front of office computer,

Review Source: Capterra

Cindy from RSI Roofing & Solar

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Overall Dataforma has increased our accuracy and efficiency

Dataforma has made it so much easier to track work performed, track projects assigned to sales staff, warranties etc..

Pros

excellent support staff, great record keeping, offers a large selection of uses, tracks warranty very well.

Cons

ability to make address changes to a company that will update all buildings, wish there was greater ease at setting up users

Review Source: Capterra

Jeannette from Tri-County Roofing & Sheet Metal, Inc

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Overall this system has improved our service scheduling tasks by leaps and bounds.

Pros

We use this software for our roofing service department. It is very easy to enter work orders. The dashboard is customizable to show you what you need at a glance. Our field crews get their work orders thru the DataForma app. We can change their scheduled calls in real time. It is easy to drill down work order history from a customer to a building address to an exact apartment or suite number. Trainers and customer support are very knowledgeable. The system rarely has downtime.

Cons

Reports aren't customizable until you export them. My experience is that I have had to export columns and columns of data I didn't want only to delete those columns in excel to get to the 3 to 5 columns of data I actually wanted. The system is not capable of pulling an AR aging to verify Balance Sheet AR totals. This is not an accounting system even though you can invoice directly from the system.

Review Source: Capterra

Ryan from Denchfield Roofing Corporation

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Makes my job easier

I'll forever have my information.

Pros

I like that I have all of my information on a system that I can't lose in any way. It takes the worry out of trying to find papers in a folder from 2-3 years ago.

Cons

The hardest part is putting the time and will into using and mastering the program. You can't go back to your old ways or you won't find it of use.

Review Source: Capterra

John from D Shinn Inc, Roofing Contractor

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Our company has really benefited from implementing Dataforma into our daily operations

Pros

We are just starting to implement the software but have really made use of the scheduling features in our service department.

Cons

I am not a huge fan of the system opening a new browser window with every click but I am getting used to it.

Review Source: Capterra

Tim from Perry Roofing Contractors

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Overall good

Pros

The roofing specific functions and ability to link buildings, companies, contacts, etc yet also the ability to seperate the same.

Cons

Too much tweaking required due to the need for flexibility. Would like for things to be more cut and dry with the system. Feels very fragmented

Review Source: Capterra

Marissa from Environmental Roofing & Waterproofing

Ease-of-use

Value for money

Customer support

Functionality

April 2018

This system helped us get rid of thousands of pages of paper and helped track client information.

Pros

Easy to use and track client data. Allows us to find work history very easily for buildings, clients, etc.

Cons

Sometimes it feels like you have to click multiple times to do something. Like when you have to print a work order. Also, when you need to change building info you can't do a mass change you have to do each one individually.

Review Source: Capterra

Deborah from Grace Roofing & Sheet Metal

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

The system has helped us to more efficiently mange our projects and track work orders.

Pros

It has solved many of the issues we used to experience managing the different jobs. We can now collaborate and communicate more effectively with sales personnel and service technicians from the features on the mobile app. Having the ability to change statuses, enter notes and upload pictures from the field has dramatically reduced the number of phone calls we had to make in the past. There are still a number of features we have not implemented as yet but so far we are happy with the functionality.

Cons

The software does not have a full accounting platform so the invoices have to be migrated to our accounting program which sometimes experience issues with the transfer.

Review Source: Capterra

Mary Katherine from F.A. Taylor & Son, Inc.

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Very Positive, the webpage is very user-friendly.

Easy to look up and store information. Helpful for office organization and communication.

Pros

Easy to search data and information. I like that a new tab opens when selecting buildings, contacts, etc. It is beneficial when multiple windows are needed and helps with productivity.

Cons

This might be a user error, but it would be nice to be able to search and look up a company by typing the company address when using the "company" search bar.

Review Source: Capterra

Michelle from Robert Ganter Contractors Inc

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

April 2018

I've used DataForma for a little over 11 years and wouldn't consider another program.

Offsite access to all our info no matter where I am vs. where my teams are working. I don't have to be in the office to help, access info or make WO's while I am away from my desk.

Pros

Specific for the roofing industry. No need to change things to make it work for us. Things that don't work for me are customizable so they do. Listens to what customers say and grows utilizing user feedback.

Cons

I honestly have nothing negative to say about the program. Anything we don't like or would like to see added or changed can be discussed and considered. Most requests are implemented over time.

Review Source: Capterra