Dataforma Software


 

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.

 

Dataforma - Home page
 
  • Dataforma - Home page
    Home page
  • Dataforma - Work Order Calendar
    Work Order Calendar
  • Dataforma - Project Bid Tracking
    Project Bid Tracking
  • Dataforma - Bid Reports
    Bid Reports
  • Dataforma - Project Calendar
    Project Calendar
  • Dataforma - 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

50 Reviews of Dataforma

 

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Software Advice Reviews (22)
More Reviews (28)

Showing 1-20 of 22

Stacia from RSI Roofing
Specialty: Roofing & siding
Number of employees: 51-200 employees Employees number: 51-200 employees

January 2018

January 2018

Great CRM product for a roofing company.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

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.

Cons

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.

Review Source
 
 

Cara from The Roofing Company
Specialty: Roofing & siding
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

DataForma has helped Streamline Many of our Internal Functions

Ease-of-use

Functionality

Product Quality

Customer Support

Been using DataForma for approx 3 years. It's has become (as we have grown with it) a great tool within our company.

Pros

Linking/building relationships is helpful to maneuver from one platform to another under the same account, search ability, ease of use, entering data.

Cons

It's limitations. Limited fields to use. Custom exported reports have to be created by DataForma. Queries have to be created by DataForma. Searching limitations and information exported across platforms (i.e., trying to combine information from one platform and another at the same time - requires a special query).

Review Source
 
 

Dennis from EXCEL Roofing Service
Specialty: Roofing & siding
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Poor Client Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Started using the Data-Forma system in 2009/2010. In a lot of ways it helped us track our work orders, provide clients with an easier way to share info versus a DropBox or related service.

However, all the benefits of the service have been lost by failures in customer service, addressing customer concerns and simply even returning a phone call.

Like all vendors in the construction industry, they make all kinds of promises to get a sale and are very attentive until they get your check. Then it's on to the next sale and you are old news.

Pros

Easy to learn.

Cons

Needs to allow you to complete windows before updating after every entry. Boggs down, kicks you off too often requiring you log back in, sometimes several times in a day.

Poor customer service, lack of follow through, privacy concerns.

Advice to Others

Look somewhere else.

 
 

Michelle from Guardian Roof Systems
Specialty: Roofing & siding
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

New to Dataforma

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We used Software Advice to put us in touch with products that could work with our current business practices and we were lucky enough to find Dataforma. We are just getting under way with them as our CRM software and thus far have been pleased with the product and overall process with them.

 
 

Nathan from Pyramid Roofing
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Flexible and robust functionality with great support.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Pros

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.

Cons

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.

Advice to Others

We can recommend this product to roofing companies that appreciate the importance and value of accurate information management.

 
 

Mike from Ja-Mar Roofing
Specialty: Roofing & siding
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Poor UI/UX. Generally not a user friendly product. It is not a modern looking interface and that reflected in longer training time for new users.

Pros

Hmmm...
Should there be a problem, DF does provide good support.

Cons

Although Dataforma states that users "own" the data; DF won't provide connections between data tables.

Advice to Others

Be well aware of all the various options on the market. Carefully consider what features you will use.

 
 

Johnny from CRC Roofing INC
Specialty: Construction
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Hand Written work orders to 100% paperless during the first big RAIN storm of the year.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We are new to using Data Forma field service. 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 hardest thing for us has been not going backwards and resorting back to hand written work orders and reactive behavior vs pro-active when dispatching a repair or an emergency type of call. Change is never easy but it is necessary to grow in a positive manner. This Dataforma is exactly as advertised and as the Data is provided it becomes easier to use and manage. Positive Results are immediate.

Pros

The ability to track everything possible about a job, customer or building is amazing. It is very easy for the field techs to use and get us the info we need so our customers get what they require in a great turn around time. The Dataforma employee who is doing our training etc has been amazing and exceeded our expectation by leaps and bounds.

Cons

Anything negative I have to say so far is on our companies end and accepting change without resorting back to old habbitts.

Advice to Others

Do yourself a favor and at least get a free demo run of the product.

 
 

Maureen from NorthStar Construction Services Corp.
Specialty: Roofing & siding

July 2015

July 2015

I use this product for Accounts Receivable and Payroll Processing.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The software is easy to use once you've worked with it for a while.

Likes Least

I am very disappointed with the reporting. I would like to easily create my own reports and I do not have that ability. It can be very frustrating at times.

Recommendations

Know what your exact needs are when evaluating this product. It does not interact with other softwares easily.

 
 

Brittney from Building Power
Specialty: Roofing & siding

July 2015

July 2015

My experience with DataForma

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I like the plot feature. It allows you see all the contractors in a particular state. I like that i can see the many different vendors that are located around the work i need performed.

Likes Least

So far i have not ran into any problems with this database. I am able to accomplish everything i need to using this site. There are a lot of features i am sure i have not learned about.

Recommendations

Because of the many features my recommendations would be to do all the DataForma training available. Any webinars that you are able to take i would, there is a lot to learn.

 
 

Michelle from Rackley Roofing Company, Inc.
Specialty: Roofing & siding

July 2015

July 2015

Dataforma - Great!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Ease of use is fantastic. Any time I've had a question or an issue, the customer service response is immediate. Everyone is friendly.

Likes Least

No complaints here. I have one computer screen dedicated to Dataforma--it's my one-stop for everything in day-to-day operations.

Recommendations

We've looked into other systems that are similar but we can't find anything that houses all the information you need like Dataforma does. Also, most of the system is editable, so you can add/delete items to tailor it to your business practices.

 
 

Mark from Franzoso Contracting
Specialty: Residential remodeling

July 2015

July 2015

Dataforma is a great solution for us. We consolidated from 3 programs

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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. They're very accessible and accommodating.

Likes Least

I've been waiting for them to release a previously announced update and finalize development of other features in discussion that will really help us.

Recommendations

Make sure you and /or a key employee are detail oriented and want to maintain complete accurate records.

 
 

Curtis from Rackley roofing Company, Inc.
Specialty: Roofing & siding

July 2015

July 2015

Dataforma is a great asset to our company!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Dataforma has helped us streamline our service work and has given us a central location to manage all of our important documents for each job. It's web-based, so any of our employees can log in, no matter where they are. The mobile app has been very useful for our field technicians as well.

Likes Least

The only issue we've had has been a request for automation on email generation for reminders, events, etc. But, this information is available on each employee's home screen.

Recommendations

I would recommend attending Dataforma's PSU yearly event. This has been helpful for training and tips on how to utilize the software to its full potential. They are constantly upgrading the system to make it better for their clients, and they bring the new information to the PSU each year.

 
 

Robin from NorthStar Construction Services Corp.
Specialty: Roofing & siding

June 2015

June 2015

DataForma Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy to locate information, can get at information from anywhere, can store documents in one central place

Likes Least

Can't write my own reports, Warranty portion of software still has errors,

Recommendations

Try it. I found that the search options were the best feature.

 
 

Jana from McCormack Roofing
Specialty: Roofing & siding

June 2015

June 2015

Dataforma is Excellent!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Dataforma has, as the office manager and job scheduler, make my life easier. It is an amazing program that allows me to see the results of an inspection or a finish job almost immediately, before the workers are off the roof. Easy to schedule, easy to create jobs, all the information is at my fingertips. Proposal with picture reports are fast and very professional.

Likes Least

The only thing Dataforma is lacking is more accounting features.

Recommendations

If you are in the roofing, construction industry, this is the software for you, don't even bother looking farther.

 
 

Nathan from Pyramid Roofing
Specialty: Roofing & siding

June 2015

June 2015

We are very happy with this product.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We like the versatility of the product as well as the ability to customize the menu options for more focused reporting. The Dataforma staff has also been very supportive in helping us tailor the product to our specific needs. The software has been reliable and the layout makes it easy to create relationships among the data fields. Our clients also appreciate having access to selected information via a client portal that we can invite them to use.

Likes Least

The number of menu selections can make it seem a little overwhelming until the user is familiarized with the product. Otherwise, we don't have any major complaints.

Recommendations

The company sends a very knowledgeable trainer out to ensure the product launch goes smoothly. Configuring various users with specific tiers of access is not difficult and the "clone permissions" feature helps save time.

 
 

Geoff from Mid-South Roof Systems
Specialty: Roofing & siding

June 2015

June 2015

Great software for management of customer info in a Service Department

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

DataForma allowed us to be much more effective and efficient in serving our customers. The organized way information is kept and the relationships that are built between data allow for an account manager to quickly answer customer questions.

Likes Least

The software user interface can be overwhelming at times. There are a lot of options on any given screen. This is necessary because of the power of the software but it needs some polishing, particularly for use with mobile or tablet devices.

Recommendations

The key to software roll outs or evaluations is to make sure that the closely mimic your business process. With DataForma, walk through the process of entering service work orders or a project and make sure that it either is similar to your process or that you want to modify your process to match the software's flow.

 
 

Alexandria from Building Power LLC
Specialty: Roofing & siding

June 2015

June 2015

I have truly enjoyed using Dataforma.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The customer support is excellent. They are quick to respond and very friendly. Also I work in a lot of other facility databases and this one is the simplest and most straightforward system. I also like how I am able to work with other vendors of ours through the system.

Likes Least

I wish it were possible to set up custom alerts to email or on the dashboard for WOs that are in one status to long. I also would like to see the accounting system be able to integrate with Quickbooks.

Recommendations

I would recommend using the full capability of the database. Work with the Dataforma team to customize as much as possible to help you business run much smoother.

 
 

Jeff from SK Quality Roofing
Specialty: Roofing & siding

June 2014

June 2014

Dataforma review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The software performs well and can be as simple or complex as you like it. The vendor is great. They are very nice folks, who really believe in their product. Phone support is excellent.

Likes Least

They don't seem to grasp the importance of online and email-based support. They are fantastic with the phone, but virtually nonexistent otherwise.

Recommendations

Knuckle down and do it, step by step.

 
 

Michael from Affordable Construction Co.
Specialty: Roofing & siding

March 2014

March 2014

Sophisticated software that is very versitile for roofing contractors.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The staff is always willing to help.

Likes Least

The software does so much that it will take time to learn and implement. It's also a little pricey.

Recommendations

If you are a roofing contractor, this software will be beneficial.

 
 

Jason from Carpenter's Roofing & Sheet Metal, Inc.

February 2012

February 2012

Ease-of-use

Functionality

Product Quality

Customer Support

The application is fantastic and has the natural flow of a roofing company, due to the fact that individuals that have managed a roofing company developed it.

The most important issue with any software or Cloud based application is training and technical support. Dataforma is unmatched in these fields. Their technical support alone is well worth the price of admission! Don't be mislead by the term technical support, meaning that there are issues with the application. The application works great and their technical support is available immediately to answer any "How To" questions.

I am not a satisfied customer; I'm a raving fan!

 
 
 
Showing 1-20 of 28

Jaunita from Tri-State Roofing Contractors, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 Employees number: 51-200 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

Cindy from RSI Roofing & Solar
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Overall Dataforma has increased our accuracy and efficiency

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

Terry from Great Plains Roofing & Sheet Metal

April 2018

April 2018

Dataforma has allowed us to streamline our service department to become more efficient.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ability to get to the info anywhere there is an internet connection. Having all of the photos stored on their servers is also a huge bonus.

Cons

The one thing we struggle with is invoicing multiple buildings (such as preventative maintenance) into one invoice. We use the project module for this and it is not easy for us to get the invoice created from start to finish.

Review Source: Capterra
 

Tim from Perry Roofing Contractors

April 2018

April 2018

Overall good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 

Deborah from Grace Roofing & Sheet Metal
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 51-200 employees

April 2018

April 2018

Very Positive, the webpage is very user-friendly.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 

Ellisha from Alpha Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

3 out of 5 stars - too much to personally build and customize for a small business -

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

mobile use

Pros

Cloud Based Application , allows for quick communication from the field back to the office. Allows for expedited invoicing

Cons

Cant get the most out of it because I am a small business - do not have the resources to build it out, it is not plug and play - very adaptable - if you have the staff or time to dedicate

Review Source: Capterra
 

david from m. potteiger
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Very helpful system. Helps my company be more efficient

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I can keep track of all my roofing projects and all my service work with fewer office staff. I can update all my customer question with a touch of a button.

Cons

It hard to keep up with all the new features. There are so many new things happening I can't seem to utilize everthing

Review Source: Capterra
 

Maureen from Exposed Roof Design LLC
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Love this software - has been key in our ability to manage the growth of our business!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

see what I love most

Pros

ONE spot to pull together/house all project details - from pre-construction through
closing docs. Job costing and tracking expenses to budget is so much easier!

Cons

Sometimes cumbersome to maneuver through; there are so many features.
Little /No accounting capabilities. Want an interface with Quickbooks.

Review Source: Capterra
 

Mariesela from Zenith Roofin Services
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Overall it gets the job name.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The mobile app is definitely a plus

Pros

Technicians are able to view work order, project and upload pictures in real time and the warranty section.

Cons

I wish we could edit when give pictures descriptions and would like to be able to upload videos in the customer portal.

Review Source: Capterra
 

Rebecca from Lindholm Roofing

April 2018

April 2018

Working with dataforma has been great. Staff has helped out with recent update.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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.

Cons

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.

Review Source: Capterra
 

Stacey from York Roofing Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Provides efficient tracking of our service calls.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It review was easy to navigate through.

Pros

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.

Cons

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.

Review Source: Capterra
 

Jessica from Reid's Roofing Ltd.
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

program does what it needs to. template dprt is awful with communication and time delivery.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

- the ability to track a call and job progress from start to finish
- the calendar options work wonderful for scheduling all departments within our company
-operating a service department is easily tracked

Cons

- no ability to send emails through the program.
- no ability to change templates on own
-no ability to modify hard coded options as products change on a regular basis.

Review Source: Capterra
 

Karissa from Southern Roofing Company
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Dataforma has helped the chaos of our business become more efficient and standardized.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Real time information from our men in the field
Creating and implementing our roof inspection reports - this cut down 80% of the time I used to spend doing this.
Being able to answer to our clients how many times we have been on a job site
Having access to all documents relating to a building at my fingertips
We are currently utilizing the webinar videos for a new hire and I am so very thankful for those as I am not the best at training
Capturing and following leads from cradle to grave

Pros

It is not only a big filing cabinet but we are able to see everything in real time. It is also very helpful to see the progress each person makes through a sale. We have been able to capitalize on many more opportunities.

Cons

The one difficulty we have had which is also a blessing in a way is that there are numerous ways to do one thing. I have had to create a system for everyone in our office to follow by due to the numerous amount of different ways to enter something in.

Review Source: Capterra
 

Ben from Farha Roofing

April 2018

April 2018

We've been with DataForma for a few years now.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Having access to our business' information.

Pros

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.

Cons

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.

Review Source: Capterra
 

Thomas from SCRT

April 2018

April 2018

It is an integral part of our business and critical to capturing cost and maximizing efficiency.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

The mobile platform allows me to redirect crews on the fly and collects all their pictures and work notes effortlessly.

Cons

Some tasks require too many clicks and pages to accomplish simple tasks. Customization of forms and checklists is not very easy and requires support. Have to track maintenance contracts separately in a spreadsheet.

Review Source: Capterra
 

Anson from Valley Roofing INC

April 2018

April 2018

This software has allowed us to scale our business to new heights!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
Pros

All the different features it has. It allows you to use it like you want to for your business. It keeps track of everything, so nothing gets skipped. It allows everyone to do there part and pass it on to the next person. It allows you to scale your business and have multiple people doing things and still having everything together. I really like the way it track accounts receivable. The field tickets in the work orders are a great way to do job costing. The mobile app is a great tool. Especially for production. It makes it very easy for them to go paperless.

Cons

There is so much to learn. It also seems like there are several areas where we have to duplicate data entry. It would be nice if more of that was automated. It would really be nice if it did payroll and accounting. Even have an integrated time clock system would be awesome.

Review Source: Capterra
 


April 2018

April 2018

We use Dataforma primarily for work orders and billings and collections.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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

Cons

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.

Review Source: Capterra
 

Lorrie from Miller Roofing Compamy

April 2018

April 2018

Dataforma keeps all our records in one place making it quicker to look up client information.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

What I like most about Dataforma is how quickly I can retrieve information while on the phone with clients.

Cons

The program could be more user friendly. The layout could be more streamlined. Searching for information is sometimes confusing.

Review Source: Capterra