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What is Route?

Build a customized mini website that effectively presents your brand and key performance indicators while emphasizing the strengths of your business. This platform simplifies the conversion of contract details into invoices, ensuring that you never miss invoicing your Prime contractor and that all invoices from Subcontractors are accurately tracked. With Route+, driven by Route AI, we will thoroughly examine your contracts, breaking down every financial aspect and offering valuable insights. Tracking your financial calculations and managing your funds has been made easier; start using our bidding calculator on Route+ today. Furthermore, improve your hiring process by streamlining a list of potential candidates, thereby facilitating recruitment management. The Estimator tool is designed to prevent underbidding, which helps maintain profitability in every client interaction while ensuring that you stay organized with your clients, contacts, and leads. You now have the ability to set up your accounts and services exactly as you envision, creating a customized and efficient business operation that aligns with your requirements. Embracing these innovative tools will significantly enhance your competitive edge and position your business for long-term success in a dynamic market. Don't miss out on the opportunity to leverage technology for better operational efficiency and greater growth potential.

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

Integrations Supported

Secoda
intermix.io

API Availability

API Availability

Pricing Information

$49 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

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

Route

Date Founded

2019

Company Location

United States

Company Website

getroute.com

Company Facts

Organization Name

Dataforma

Date Founded

2004

Company Location

United States

Company Website

www.dataforma.com

Categories and Features

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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