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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 2000About Dataforma
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, ...
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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 2000Average User Ratings
Overall
Ease-of-use
4.0
Value for money
4.0
Customer support
4.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
April 2018
Michelle from Robert Ganter Contractors Inc
Company Size: 11-50 employees
Industry: Construction
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2018
I've used DataForma for a little over 11 years and wouldn't consider another program.
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.
September 2019
Rudy from Southland Rowe Roofing, Inc..
Company Size: 11-50 employees
Industry: Construction
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
September 2019
Dataforma review
We have solved scheduling and billing issues. we feel better moving forward with a consultant helping us untap the power of the machine by simply dividing the work load to 4 major functions so that each function can master its use.
Pros
the ability to track every aspect of your business
Cons
to many clicks to enter basic info. needs to be designed/ organized by a roofer and not a computer engineer. Dataformas on-boarding staff did a poor job in follow up. It would have been nice to have a consultant that we have found that understood the users need and could assist you with gaining more useful / practical help from the system.
Reasons for Choosing Dataforma
at the time we liked the salesman more. Had i known he would be leaving the company shortly after our purchase we would have chosen FCS.
September 2019
Jonathan from AMW Contracting
Company Size: 11-50 employees
Industry: Facilities Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
2.0
Functionality
3.0
September 2019
Will Make Your Office Paperless
Overall I am thankful for Dataforma, it has taken our business to a paperless office and we are running more efficiently. I would like to make the potential buyer aware that it's not a finished product and there are bugs and glitches that I am still waiting for them to fix for us. The customer experience is inconsistent, sometimes really good and helpful while other times it's very difficult to get the help you need.
Pros
I love Dataforma because it allowed us to move to a paperless office, gone are the days of file folders! I also love the software because it works in a logical way, and has the potential to help your office run more efficiently. One cool feature is that Dataforma allows you to have custom templates made to meet your specific need, this feature has had the biggest impact for us.
Cons
There a few things to mention when it comes to the cons. One of the biggest aspects of Dataforma that I do not like is the Timecard feature. There's no way for our employees to see their hours for the week, and overall the employee experience is lacking when it comes to keeping track of timecard hours-this holds us back from becoming completely paperless .One of the reasons for this is that Dataforma is in transition right now and there are some glitches and bugs, which hold the product back in a big way. To go along with this, they recently raised their fees, charging a per user fee which if we would have kept our current users, our price would have doubled. So this has been a big setback for us. Dataforma is not a polished or finished product, thus the high price really is not justified at this point.
September 2019
Lisa from Swan Roofing, LLC
Company Size: 11-50 employees
Industry: Construction
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2019
All In One System
Dataforma helped us get control over the entire process. It helped to streamline what it takes to go full circle. Keeps everyone in the know and has been a lifesaver in regards to being able to jump in anytime anywhere.
Pros
I love the library and being able to customize reports with photos and captions.
Cons
Feels like some things can be a bit repetitive
Reasons for Choosing Dataforma
Dataforma seemed to have all the bells and whistles needed to go full circle and cut down on countless spreadsheets.
Reasons for Switching to Dataforma
Dataforma is an all in one software package, it helped to eliminate several programs
September 2019
Lisa from Thomas Roofing
Company Size: 51-200 employees
Industry: Construction
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
September 2019
Dataforma Review
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.
Pros
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.
Cons
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.
Reasons for Choosing Dataforma
A lot had to do with the mobile account. It was easy for the techs to use so we ultimately when with it.