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.

I had my proposal template converted and it looked awful and I had to pay for it. You allow google sheets integration but not google docs so I can work on my normal proposal format.

It’s very easy to use and very friendly for people that aren’t so good with computers.

Ease of use, clean layout, clean user interface, great tutorials available, quick response to questions.

It's cloud hosted, and offers a very slick app to access from mobile devices. The standout to me is comparison to similar products is the ease of estimating job costs.

Amazing!!! I absolutely love having job progress (JP) to manage and grow my business.

The Old timers here understand it as well and that huge. I am very satisfied with the company and highly recommend them.

Workflow functionality / customization is fantastic.

Adding photos messed the app up which made my job frustrating.

The tracking and scheduling of customers is very nice. It has nice reporting options.

Ease of use and functionality are very good for all aspects of managing job.

I've had a wonderful experience with the software and support when needed. JobProgress is doing a wonderful job.

Errors constantly on form creation while using mobile device. Jobs hide when they are transferd  from sales people.

Being able to quickly generate an estimate to a proposal is very helpful in our office. I like the act that the photos are easily accessible.

As I am learning  more about the program the more I am realizing that it is helping the company as a whole. I absolutely love this program and will possible us it until I cant anymore.

This software is awesome full user friendly. Third party integration in this software is awesome.

EVERYTHING to be totally honest with you! it is so user friendly and easy to use and the support is outstanding.

It was easy to initially integrate, but the program capability is a mile wide and an inch deep. You don't have to scratch too far to hit bottom in any area.

I love that it is linked to Quickbooks and sends notices when customers view and accept contracts. Customer service is great.

Beta version is impressive and when we received a demonstration at the IRE, we were really excited with the capabilities.

Customer support is top notch - very quick to respond. Ease of use emailing customers.

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

Leap makes it easier for home improvement businesses to win and manage jobs. Whether you’re a neighborhood contractor or a national franchise, you get the tools you need to handle everything from sales to production management to customer service – all in a single CRM. 

Too many contractors struggle with a painful process that undermines the great work they do. Estimates take too long. Paperwork piles up. Schedules never sync. And it all adds up to real frustration for homeowners and real costs for you. 

With Leap, you can bring it all together with the tool that helps you manage more in one place, from leads and estimates to production management and communications. 

Leap comes with fully custom onboarding and setup to seamlessly integrate into your business. It’s the essential tool that every contractor needs to move off paper, present a professional experience to homeowners, and win more jobs.

Leap integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, SRS Distribution, and SalesPro.

Project Workflow

Purchase Order Management

Status Tracking

Safety Management

Subcontractor Management

Plumbing Estimating

Permit Management

Mobile Alerts

Time Tracking

Project Templates

Customizable Reports

Document Storage

Proposal Generation

Activity Tracking

Progress Tracking

Industrial

Real-Time Monitoring

Sales Pipeline Management

Task Scheduling

Calendar/Reminder System

Invoice Management

Timesheet Management

Project Management

Projections

Pipeline Management

Communication Management

Customizable Fields

Customer Portal

Client Tracking

Data Import/Export

What-if Analysis

Mobile Signature Capture

Material Ordering

Accounting

Multiple Projects

Email Templates

Historical Database

Aerial Measurement

Contact Management

Project Time Tracking

Budget Tracking

Lead Management

Email Marketing

Compliance Management

Historical Reporting

Bid Management

Electrical Estimating

Client Portal

For AEC Industry

For Residential

Workflow Management

Project Accounting

Email Management

Budgeting/Forecasting

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Time & Expense Tracking

Qualification Tracking

Automated Scheduling

Estimating

Contractor Management

Customizable Templates

Mobile App

Job Scheduling

Team Management

HVAC Estimating

Customer Management

Accounting Integration

Interaction Tracking

Expense Tracking

Contractor Database

Real Time Reporting

Customizable Branding

Reporting/Analytics

Takeoff

Supplier Management

Job Tracking

$55 per month, per user after an initial one time fee of $500.

Dataforma vs Leap

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