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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 Fixzone Complete Service?

This platform acts as the key center for managing the complete workflow, serving as the main interface for processing work orders, performing inspections, overseeing claims, coordinating resource allocations, monitoring progress, and enhancing client communications. The system is built to facilitate seamless data exchange with other essential systems and environments. Complete Service Links connects clients, networks, and partner organizations, allowing them to access all their tasks through a user-friendly online portal. It includes customer engagement tools and a detailed resource management system designed to handle spare parts for external service providers. Over the years, this platform has transformed into 'Complete Service,' featuring a robust call center interface and integrated online portals that streamline the service process efficiently. Our clientele includes a wide variety of businesses, from medium-sized SMEs to famous multinational corporations. Fixzone commenced its journey in 1989, initially offering programming solutions to notable clients like Lombard, NatWest, and BAE, all of whom sought specialized programming expertise. As we continue to expand and evolve, we remain committed to tailoring our solutions to meet the changing demands of our diverse clients across multiple sectors, ensuring we stay at the forefront of industry innovation.

Media

Media

Integrations Supported

Secoda
intermix.io

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Dataforma

Date Founded

2004

Company Location

United States

Company Website

www.dataforma.com

Company Facts

Organization Name

Fixzone

Company Website

www.fixzone.com/products/administration-zone/complete-service.php

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
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Jobsite Management

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management

Subcontractor

Not specified

Categories and Features

Field Service Management

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

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