Great experience, highly recommend this software for those in the Service industry.

So far it has been great and very easy to use once a data base is built. The customer service has been great and we never feel rushed or that we bought a product and have been passed off.

The customer experience is inconsistent, sometimes really good and helpful while other times it's very difficult to get the help you need.

Lack of ability to track employee training records. Cost of use changed from unlimited users to a pay by user basis after we had been signed up for several years.

Needs to be designed/ organized by a roofer and not a computer engineer. Dataformas on-boarding staff did a poor job in follow up.

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.

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.

We are no longer able to pull hours out the way we used to which caused hours of lost time on our end in order to develop a new system. No ability to track quanities of product installed.

We run all our operations in Dataforma. It has been our system for 12 years and we have great success.

Terrific experience - their Customer Service is OUTSTANDING.

System stability and support has always been first rate. Great value for the investment.

We have been able to capitalize on many more opportunities.

It's easy to use, has features we can grow into. The company is made up of people interested in building out a database with a lot of stock and custom features.

Dataforma can customize almost any template to export your data. The price is super affordable for what they offer.

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.

We are sleekly, more efficient and uniformed. We are able to communicate with our customers effectively and in a timely manner all through Dataforma.

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.

Up until this past year I didn't really have too many complaints about the software. Now that Dataforma is trying to integrate accounting software, there are many issues.

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.

The user interface is a lot easier. Uploading files and adding clients/team members is significantly better.

Also, the client portal will be helpful. They have been very helpful in trying to help us get the software integrated into our business.

I like how the software is very easy to use. I have not been on the team long, but have been able to quickly catch up because of how simple and effortless it can be to run a project.

The Most Useful and Efficient Construction Software.

Don't really have any dislikes. My only complaint is that I waited too long to do the integration between my software programs.

What I like most about the UDA software is that it Is exceptionally easy to use.

We heard that the customer service was good, and even at this early implementation stage, we have found it to be exceptional.

Customer service is crap. Features break down all the time and they are no help at getting them fixed.

I am setting it up to integrate properly with our Quickbooks software through the Socket function, and I really enjoy how the two connect.

If this warning could pop up every time, I wouldn't need to then re-scroll down to the files I just added and delete duplicates.

I really appreciate that effort of developers to make this product PERFECT.

We had fraud on our account so our card was blocked and our account suspended. We called our rep and gave her our new card number and she put us back in business.

This is a great product, very good customer service.

Take time to figure out what you need, where you are struggling, and where your current set up is failing you. Try to put a dollar value on that.

I can put in a invoice for a job, and then my other two coworkers can look at it when they have time. Win was super helpful with me yesterday.

The product support and moreso, the absolute professionalism and kindness of your Product Specialist, [SENSITIVE CONTENT HIDDEN.

Will keep using it and see. If i had to choose something it would be the lack of customizability of the job reporting forms.

I like the integration capabilities with Quickbooks, it's very easy to use. I also really enjoy the estimate templates and cost code set up.

My experience is great due to the product and, in part with the amazing customer service, second to none.

This makes the likelihood of proper use by our guys in the field highly unlikely, which could be worse than if we don't use GamePlan at all.

They're honest and want to build true win win relationships. All my reps have all been fantastic.

The software is easy to use and easy to customize. The total care package is really nice, very impressive,  you won't get disappointed.

They are very easy to customize and make to fit your company needs.

US Dollar

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.



LongDescription

Dispatch Management

Contract/License Management

Electronic Signature

Customer Database

Job Management

Calendar Management

Scheduling

QuickBooks Integration

Technician Management

Mobile Access

Photo Capture

Routing

Commercial

Service History

Inspection Management

Work Order Management

Billing & Invoicing

Contact Database

Online Time Clock

Payment Collection in the Field

Quotes/Estimates

Maintenance Scheduling

Location Tracking

Project Tracking

Cost Estimating

Document Management

Subcontractor Monitoring

Solar Design

For Solar Companies

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Dataforma pricing starts at $69.99 per month per user. Please contact Dataforma for additional details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

2-10

11-50

51-200

201-500

501-1000

1000+

Dataforma

In Person

Live Online

Videos

UDA Technologies’ ConstructionOnline offers a web-based, integrated approach to project management, project scheduling, and customer management. Designed for emerging construction businesses in the homebuilding and remodeling industries, the system allows users to remain apprised of all project changes and updates.


The solution includes Gantt chart style schedules, where tasks can quickly be converted into groups. The project management module provides photo management features, includes document control and helps with budgeting and cost management. The customer management program provides customized buyer portals, contract management, and home configuration.


Punch list items are automatically updated and shared complete with documents and photographs through a fully-integrated mobile application, and nothing falls through the cracks with the To Dos interface. 


The client portals feature helps customers view project calendars, approve upgrades, make change orders, and even see files and photos of their project through a secure, password-protected online portal. Each client interface is branded with the buyer’s company logo and color scheme, and the company retains complete control over what each client sees.


ConstructionOnline is available in a web-based format and is accessible on Mac and Android mobile devices. The system works well for small to medium-sized businesses and up to 50 users. ConstructionOnline is best suited for commercial and residential design and build firms, custom homebuilders, real estate developers, and residential remodelers.



Forecasting

Purchase Order Management

Status Tracking

Subcontractor Management

Plumbing Estimating

Permit Management

Project Templates

Document Storage

Proposal Generation

Activity Tracking

Progress Tracking

Job Costing

Sales Pipeline Management

Task Scheduling

Calendar/Reminder System

Invoice Management

Timesheet Management

Project Management

Projections

Pipeline Management

Communication Management

Collaboration Tools

Client Tracking

Data Import/Export

Multiple Projects

Historical Database

Contact Management

Project Time Tracking

Budget Tracking

Lead Management

Cost Tracking

Real Time Data

Electrical Estimating

RFI & Submittals

For AEC Industry

For Residential

Real-Time Updates

Email Management

Activity Dashboard

Reporting & Statistics

Time & Expense Tracking

Estimating

Contractor Management

Customizable Templates

Job Scheduling

HVAC Estimating

Accounting Integration

Incident Reporting

Real Time Reporting

Reporting/Analytics

Takeoff

Supplier Management

Cost Database

Change Order Management

Project Estimating

Project Planning

Task Progress Tracking

Third-Party Integrations

Task Management

Project Planning/Scheduling

Staff Calendar

Customizable Reports

Rescheduling

Gantt/Timeline View

Resource Management

Project Scheduling

Real-Time Notifications

Workflow Management

Customizable Fields

Client Portal

Visual Analytics

Alerts/Notifications

Mobile App

Expense Tracking

Customizable Branding

Warranty Tracking

Project Workflow

Visual Assemblies

Compliance Tracking

Production Cost Tracking

Billable Items Tracking

Time Tracking

Project Billing

Windows 8

It is also available at $600/mo and $900/mo with additional features.

Dataforma vs ConstructionOnline

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

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