It has been a great experience. It has actually streamlined our side (Service) of the business and allows us to invoice quickly and get info to our customers in a timely manner. DF was able to patch into our accounting system which is very helpful.

I love the convenience of the program. I can pull information within seconds. Also the calendar is great as well. You can do so much through the calendar. The mobile app is easy for our techs to use so we are getting real time information that can be passed to the customer. In addition, we can do inspection reports while the techs are on site and send to the customer and even get approval and start to process of the repairs. I also like that a customer gets the photos and that has made a big difference with our customers. They typically don't go on the roof and to send photos to them helps them to see what work was performed and that builds trust with the customers.

I believe the biggest con would be the new changes. Some of the changes make our part of what we use in the system more difficult. I wish there would of been a little more time spent on the training with some of the changes. The "employee" portion seems to be the most difficult since we aren't using DF to do payroll, there are extra steps now. Something else that is a "con" is the credit memo process. They show up as "paid in full" and that can be difficult to follow. It would be nice if they showed up as a credit memo.

Dataforma has been one the biggest reasons I have been able to grow my service department from 4 to 23 trucks. The software enables KPost to keep all our previous, current and proposed work organized, while the app allows my technicians in the field to process their work orders easily which allows our staff to bill faster. The analytics and reports I can produce with Dataforma gives me the information and data to know where my strengths and weaknesses are throughout my business. Allowing me plan for the future and train away errors. With Dataforma, I can read the future.

Ease of use to keep everything organized and sorted.

No mapping feature to locate defeciences on a map.

Having access to our business' information.

As an owner, it's great to have information on all of the projects in your company at literally, your fingertips. Being able to access projects and information is what I like most.

It's klunky and unfriendly. We've been using DF for a few years now and we still feel that we're only utilizing 50-70% of the software correctly. We have a lot of project managers and sales people and it is difficult to train. I wish the software would prompt the user more rather than expect the user to know how to navigate. I think that projects and work orders should be easier to seperate. I think that you should be able to access more of the software from your phone, our project managers are in the field 80% of the day and having to go back to their computer to input information or access information like the schedule is daunting.

I have worked with DataForma in varying capacities since 2007. I have also worked with other "online based" contractor systems and hands-down DataForma is the easiest, all-inclusive, best value system I have used. DataForma is built for roofing contractors and when used it just cannot be beat. The functionality is amazing, and the continued growth and development keeps up with technology and the demands of roofing contractors. The complete history kept in easy access.

The way DataForma links everything together is amazing. To be able to know one solid piece of information and search other relationships back from that point to find what you need is amazing!! But then that does not say enough about document storage, ease of access and use, and the 1-point location for finding everything you need at your fingertips.

There are a few things that could use some tweaking. The Leads module - while we use it as a good tool it would be great to be able to transition a lead to a Work Order without having to re-enter the information. It would also be nice when using the search function to be able to click on the headings and sort by that heading.

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.

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.

The level of customization, flexibility, and overall stability of this software has made it invaluable to our business. We can reach knowledgeable staff every time we call and the answers we receive hit the mark every time. The numerous fields and sub-categories afford tremendous flexibility that enables us to customize our input/output for reporting on pretty much any attribute that we want. The new accounting modules are also well developed. In all, the functionality has enabled us to rethink and expand the analysis of many aspects of our business while maintaining close control over scheduling and operational demands at the same time.

Some users may find it a little intimidating at first but with proper instruction this should not be a problem. The user permissions are vast so having a system administrator who will remain on staff is important.

Great tool for lead/project tracking, holding sales reps accountable to run leads and enter bids, and having all pertinent project information in one place that everyone can easily see. Industry specific, so not a whole lot of customization needed. Dataforma can customize almost any template to export your data. The price is super affordable for what they offer. If full accounting software was ready, it would be even better. Right now, there's a lot of double entry, but hoping that integrating Dataforma accounting with the current CRM will make things more efficient soon!

Scheduling capabilities Reporting functionality User-friendly Field app Document Solution Accessible Remotely

Full accounting functionality not available yet, resulting in double entry of projects in Dataforma and other accounting software Bulky-- have to enter information for projects in multiple places (buildings, contacts, etc...once it's all there, it's a great tool)

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.

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

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

It review was easy to navigate through.

The software does a great job of allowing us to keep all records (service calls, maintenance calls and pictures) tied to a particular location together. This gives us a running history of when were at a location and what we did on each visit.

The difficulty with creating/printing/exporting reports. All reports are canned and export every item in the module. If you want to customize a report, you have to work through the Help/Customer Service team to have them generate a custom report. I would prefer to be able to select which details I want in a report and then be able to export it.

You are able to log online to the software.

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.

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.

We could not run our business operation without Dataforma.

We have been using Dataforma since 2006. In 2005 I thought it was interesting but decided to stick to our paper processes. After starting to use this everyone, and I mean everyone in our office agrees that business life without DF would be like going back to the dark ages. It is comprehensive yet easy to learn. We have never dealt with software support as good as they are. We use it for our service business, project management and customer management. Because it is cloud based it is constantly evolving. Don't miss the mobile APP for outside workers and the client portal for customers.

Not much. Waiting for accounting.

I like that it is web-based and can be accessed anywhere. Also, the customer service is extremely helpful. They are always there to answer any question for us. I like the ability for us to customize things specifically for our roofing company.

Sometimes we have issues with the website going down or not working with the internet. Also, I wish that they would provide detailed teaching sheets before they submit out the new updates. The videos are nice, but it is helpful to have sheets. Right now we make our own after it comes out.

Data consolidation was key for this software. In the past we had a lot of information stored in multiple places and it became a daunting task to bring everything together to report to clients and management.

The amount of information that can be held by the software and in turn reported on makes it easy to pick and choose what we can show our clients, or management.

Some of the fields are a little bit of overkill and unnecessary, and just adds to the confusion when entering data.

Workorders! They are super slick and the system walks everyone through it with out any issues. Customer service is awesome as well. They are always there to walk you through any issues.

Projects! The project side is clunky and you really have to know the ins and outs of the system to get it through it. Also setting up new users can be a process and takes some time to get the hang of.

We are generally happy with the abilities and features.

Client/portal access. Photos automatically get applied to reports if in the correct folder

Glitches daily. Unable to load photos many times through the app on the phone. Difficulty when creating customers/companies with the new changes.

I like that the company wants Dataforma to do all things. HR, Accounting, CRM, they have a lot of features.

There are so many features and to set them all up in the back end is very labor some. So much so I don't even think that I use even a fraction of the capabilities. They have webinars but it is so hard to know what to focus on.

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

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.

good data base.

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,

It is great to have all the history of a building in one easy to find section. Logs all change orders. PO system. The correspondence is great how it works with outlook.

It does not link the reported to on work orders to the contact so that you can see the history of what they have reported.

The software is easy to learn and use. It easily creates billings and tracks collections. Will also track open work orders.

Until you really understand how to run reports it may seem confusing at first. Once trained on reports and queries it is an easy and useful tool.

it is great for data storage. It is takin a while to get everyone on board but if we can get there it will be great for use in the future

Makes it easy to find information on any job, customer, business or contacts that we have worked with from anywhere.

With so many users entering information, things tend to be duplicated on accident. It would be great if it somehow could figure it out an notify you of things that may be the same

Overall, I do like DataForma. Unfortunately our company is switching to a different CRM.

DataForma has multiple ways to access information. I really like the relationships feature to where you can cross reference relationships associated with; EG. Contacts, Projects and buildings.

The photos function is not the best. The one thing that I have actually even suggested to our DataForma rep via EM is there is not an easy way to preview multiple photos at one time / with ease. Also the transferring of photos to a different location/project is not user friendly.

It helps us stay organized. It also helps with our response time. Our invoices get to our customers faster.

We like everything about this software. It would be nice if the software could have our workers use it as a time sheet.

I have used Dataforma since 2012 and it has been a great tool for me in Payroll and accounting. It is effective in tracking all labor hours and cost that we need to track whether for Production or Service. Billing is a breeze and if I have questions, the people at Dataforma are superb in answering any questions I might have. Working with these professionals always makes my job go easier. I would recommend Dataforma for any company that is looking for a great web-based business management system.

Once you learn it, it is quite east to Navigate.

It is a great tool for managing business. Nothing really.

The work order app. Record keeping for all work completed on each building.

Does not have estimating ability. Does not communicate directly with Quickbooks.