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What is ServiceSight?

Our cloud-based platform provides essential information to help you expand and manage your business effectively in real time. By streamlining your team’s efficiency, you can plan additional tasks daily without incurring extra costs, allowing for more productivity in less time. Minimize paperwork and enhance your engineers' experience with our user-friendly online forms, which will certainly be appreciated by them. They can conveniently access all their past records and certifications in one centralized location, removing the burden of tedious paperwork, and this approach also contributes positively to environmental efforts. You can expedite your service-to-cash cycle by enabling engineers to invoice directly from their mobile devices. Additionally, they can effortlessly collect payments through our smooth integration with Stripe. For those who prefer traditional cash collection methods, invoicing can still be completed immediately after the job, eliminating delays associated with paperwork. This ensures a faster and more efficient workflow for your entire team.

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

ACCOUNTS
Hatch
QuickBooks Online
QuickBooks Online Advanced
Secoda
Xero
intermix.io

Integrations Supported

ACCOUNTS
Hatch
QuickBooks Online
QuickBooks Online Advanced
Secoda
Xero
intermix.io

API Availability

Has API

API Availability

Has API

Pricing Information

5 Free users
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Protean Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.proteansoftware.com

Company Facts

Organization Name

Dataforma

Date Founded

2004

Company Location

United States

Company Website

www.dataforma.com

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

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

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

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