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What is FieldPix?

FieldPix is a robust application specifically designed to streamline job-site documentation and enhance workflow management for contractor teams, offering dedicated apps for iPhone, iPad, and Android devices, along with a web portal for administrative staff. The app empowers crews to capture project details using photos and videos, complete with tags and annotations, while also recording essential information such as date, time, and location; any media taken offline will automatically synchronize once the device is back online. By leveraging artificial intelligence, users can convert spoken notes and images into well-organized, editable documents, concise summaries, and actionable follow-up lists. Teams can take advantage of features like customizable checklists, the generation of branded PDF reports, and the capability to share project updates through secure client portals. Additionally, it facilitates the creation of proposals and contracts that support electronic signatures, as well as the issuance of invoices. Payment options are flexible, including innovations like QR codes, pay links, and Tap to Pay solutions. FieldPix also integrates effortlessly with QuickBooks Online and Stripe, employing API keys and webhooks to connect with Zapier, various customer relationship management systems, and other tailored integrations. The platform is designed to support workflows in both English and Spanish, making it suitable for a wide range of industries, including roofing, solar energy, remodeling, restoration, electrical services, HVAC, home inspections, and general contracting, thus broadening its appeal to diverse contractor teams. Furthermore, FieldPix not only boosts efficiency and organization on job sites but also equips users with essential tools for effective communication and managing financial transactions, ultimately driving better outcomes for contractors and their clients.

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.

Media

Media

Integrations Supported

QuickBooks Online
Stripe
Zapier

Integrations Supported

Secoda
intermix.io

API Availability

Has API

API Availability

Pricing Information

$29.99/month
Solo: $29.99/month, $9.99/week, or $299.90/year for one person. Starter: $49.99/month, $14.99/week, or $499.90/year for up to 5 people. Pro: $99.99/month, $29.99/week, or $999.90/year for unlimited people. Every plan includes all features and covers one business. Prices are in US dollars, plus applicable sales tax; there are no setup, per-photo, or storage fees. A 14-day free trial is available; web trials require no card. iPhone app subscriptions are billed by Apple at App Store prices, including annual plans at $299.99, $499.99, and $999.99.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Los Gatos Taxi Innovators

Date Founded

2026

Company Location

United States

Company Website

fieldpix.org

Company Facts

Organization Name

Dataforma

Date Founded

2004

Company Location

United States

Company Website

www.dataforma.com

Categories and Features

Jobsite Management

Not specified

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

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