What is Dataforma?

Dataforma is a comprehensive, cloud-based software solution tailored for commercial contractors seeking to optimize field service management, project coordination, and business workflows. Its platform enables efficient scheduling, reporting, payroll management, invoicing, and document handling, helping organizations streamline their operations from any device with internet access. With tools for managing employees, jobsites, clients, and finances, Dataforma centralizes all essential business information, facilitating real-time insights and better decision-making.

The system includes features such as a branded client portal for enhanced customer communication, mobile access for field teams, and seamless integrations with popular tools like QuickBooks Online, Gmail, and Stripe. Its intuitive interface and centralized dashboard provide actionable analytics, simplified correspondence management, and transparent project tracking. Suitable for a broad range of commercial contractors in industries including roofing, HVAC, plumbing, electrical, and restoration, Dataforma is purpose-built to support field-based businesses in achieving increased productivity and customer satisfaction.

Features

Project Management: Centralizes all project data and streamlines scheduling, reporting, and updates
Field Service Management: Simplifies onsite employee management with GPS tracking and mobile timecards
Client Portal: Branded portal provides clients 24/7 access to project information, invoices, and communications
Correspondence Management: Tracks conversations, meeting notes, reminders, and feedback
Financial Controls: Handles invoicing, payroll, analytics, and payment management from a single dashboard
Mobile App: Access, update, and manage field service operations from any device
Integration Capabilities: Supports API integrations with tools like QuickBooks Online, Gmail, Outlook, and Stripe
Job Site Coordination: Coordinates work orders and updates between office and onsite teams
Database Migration Support: Expert onboarding to import and optimize historical company data
Personalized Calendars: Create and manage individual event and appointment calendars

Use Cases

Managing commercial roofing, HVAC, plumbing, electrical, and restoration projects
Scheduling field service teams and tracking jobsite activity
Streamlining communication between contractors and clients via a secure portal
Generating and managing invoices, payroll, and expense reports
Centralizing client, project, and employee records for quick access and reporting
Integrating accounting and CRM systems with field operations for seamless data flow
Real-time project updates and correspondence management for improved collaboration

FAQs

Can Dataforma be integrated with other software?

Yes, Dataforma supports integrations with tools like QuickBooks Online, Gmail, Outlook, FollowUP CRM, and Stripe. New integrations are added regularly.
How does Dataforma help with customer communication?

Dataforma offers correspondence management features and a client portal that provide customers with 24/7 project access, enhancing transparency and satisfaction.
Can clients access project information anytime?

Yes, clients can use the client portal to access project details, invoices, work orders, and communications at any time.
Can individual calendars be managed within Dataforma?

Yes, users can create and organize individual calendars for events and appointments within the platform.
Is it possible to migrate existing company databases to Dataforma?

Yes, Dataforma provides support for migrating existing data, helping businesses decide what information to import for optimal system setup.