icon-currency-rand

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.

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

63 Reviews of Dataforma

Showing 1 - 20 of 63

Start your review of Dataforma

Click to start
  • Christopher from Korellis Roofing

    Number of employees: 51-200 employees

    July 2018

    Went back to it after trying other software for a year.

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

    That it was designed by roofers for roofers. It has worked well for keeping track of our service department

    Cons

    That there is no facial or thumbprint recognition. That our customers don't really use the portal for anything

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Terry from Great Plains Roofing & Sheet Metal

    July 2018

    Dataforma has streamlined our service department.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Nathan from Commonwealth Roofing Corp.

    Number of employees: 11-50 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott from Admiral Roofing Ltd.

    April 2018

    Dataforma has been a valuable addition to our office.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Conor from Payne Roofing

    April 2018

    Great CRM for Roofers

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • William from Fisher Roofing of Kearney

    Number of employees: 11-50 employees

    April 2018

    Dataforma has transformed the flow of our business.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer
    LinkedIn icon

    Number of employees: 51-200 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jaunita from Tri-State Roofing Contractors, LLC

    Number of employees: 11-50 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kristi from RSI Roofing

    Number of employees: 51-200 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • tim from TURNER MORRIS

    April 2018

    works most of the time, needs some improvement.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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,

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Cindy from RSI Roofing & Solar

    Number of employees: 51-200 employees

    April 2018

    Overall Dataforma has increased our accuracy and efficiency

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jeannette from Tri-County Roofing & Sheet Metal, Inc

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ryan from Denchfield Roofing Corporation

    Number of employees: 11-50 employees

    April 2018

    Makes my job easier

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • John from D Shinn Inc, Roofing Contractor

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tim from Perry Roofing Contractors

    April 2018

    Overall good

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marissa from Environmental Roofing & Waterproofing

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Deborah from Grace Roofing & Sheet Metal

    Number of employees: 51-200 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mary Katherine from F.A. Taylor & Son, Inc.

    Number of employees: 51-200 employees

    April 2018

    Very Positive, the webpage is very user-friendly.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michelle from Robert Ganter Contractors Inc

    Number of employees: 11-50 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ellisha from Alpha Construction

    Number of employees: 11-50 employees

    April 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
Do you use Dataforma?Write a Review
In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. Call us for a Free FastStart Consultation: (844) 852-3639