Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • WERX Reviews & Ratings
    22 Ratings
    Company Website
  • BlueFolder Reviews & Ratings
    114 Ratings
    Company Website
  • Bidtracer Reviews & Ratings
    39 Ratings
    Company Website
  • JobNimbus Reviews & Ratings
    550 Ratings
    Company Website
  • Plexxis Software Reviews & Ratings
    94 Ratings
    Company Website
  • Resco Field Service+ Reviews & Ratings
    1 Rating
    Company Website
  • SharpeSoft Estimator Reviews & Ratings
    43 Ratings
    Company Website
  • Rev.io PSA Reviews & Ratings
    45 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • FieldEdge Reviews & Ratings
    389 Ratings
    Company Website

What is Dataforma?

Dataforma emerges as the premier platform for professionals engaged in service management, effectively supporting roofers, HVAC experts, and a range of remote contractors. Opting for a completely paperless service department enables you to focus on winning more bids, enhancing productivity, managing operations from job sites, and improving customer satisfaction. This cutting-edge software was created by a roofing contractor to provide a user-friendly and robust solution tailored specifically for the roofing industry, while also circumventing the significant expenses usually linked with custom software development. With the Dataforma CRM, you can effortlessly revolutionize your service department, employing a unified paperless system that oversees everything from initial customer engagement to invoicing, guaranteeing that every call and client history is meticulously tracked. For busy contractors, the struggle of navigating through disorganized paperwork is now a relic of the past. Dataforma simplifies your workflows by enabling you to store and retrieve documents in an easy-to-use online database, accessible from any location, which ultimately enhances efficiency and organization. By adopting Dataforma, you not only future-proof your service management practices but also open the door to new growth opportunities for your business. Embrace this innovative solution and witness your enterprise flourish like never before.

What is Building Information Manager?

The XINFO software framework is built on a core product that is enhanced by a selection of modules available for purchase, allowing you to customize the functionalities according to your unique business requirements. Whenever a team member engages with a task and modifies any related information, such as letters or reports, the system diligently logs these alterations and presents them on the history screen. Each recorded action includes the name of the employee involved and the date of the modification, which helps to reduce business risks and can easily fit into your risk management plans. By offering a variety of module options, XINFO enables organizations to select those that will provide the most significant benefits. This strategy not only reduces risk but also greatly enhances productivity and improves customer service. Moreover, it aids in the standardization of workflows, boosts the accuracy of data, and ultimately increases profit margins, making it a robust solution for contemporary business challenges. Furthermore, the flexibility of the XINFO framework allows companies to adapt swiftly to changing market conditions and customer demands.

Media

Media

Integrations Supported

Hatch
Secoda
intermix.io

Integrations Supported

Hatch
Secoda
intermix.io

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$600 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dataforma

Date Founded

2004

Company Location

United States

Company Website

www.dataforma.com

Company Facts

Organization Name

XINFO

Date Founded

2002

Company Location

Australia

Company Website

www.xinfo.com.au

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Popular Alternatives

Jobba Reviews & Ratings

Jobba

Jobba Trade Technologies

Popular Alternatives

Jonas Enterprise Reviews & Ratings

Jonas Enterprise

Jonas Construction Software
ConSol Reviews & Ratings

ConSol

Yarris Technologies
WERX Reviews & Ratings

WERX

Werx App Construction Software
Steer Reviews & Ratings

Steer

QuickReach