Run Your Business

From Anywhere. Anytime. Any Device.

Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Run a completely paperless service department so you can focus on: winning more bids, increasing productivity, working remotely on-site, improving client satisfaction.

Now Featuring Microsoft Outlook Integration!


How Does Dataforma Work?

Dataforma was created by a roofing contractor to provide a user-friendly, robust software to the roofing industry without the price tag of a custom-built program.

Our features make Dataforma the must-have system for all-in-one service work management.

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All-In-One CRM

The Dataforma Core CRM is the backbone of all our products and there’s a reason for it! With the Core CRM, you’re able to record every sales lead, run KPI reports, and check your sales staff’s progress, all from wherever you access the internet.

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Paperless Service Management

With our Dataforma CRM, you can revolutionize your service department from start to finish, use a single paperless system from the initial call all the way through invoicing and never lose track of a call or customer’s history again.

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Shared Calendars and Scheduling

Scheduling work and managing service crews has never been easier with Dataforma! Quickly and accurately generate work orders and assign service crews so you’re in the know on job by location, type, and availability. You can even review and edit schedules by day, week, or month, as needed.

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Online Document Storage

As a busy contractor, you should never have to spend time searching through stacks of unfiled papers. With Dataforma, improve the organization of your operations by storing documents in an online database that’s simple to use and accessible from any location.

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Mobile Labor Tracking

The Dataforma mobile time card eliminates the use of other standalone systems by integrating labor tracking directly within the mobile app. Technicians simply make use of their mobile devices to track and report their time. Imagine no more payroll disagreements or redundant paperwork ever again!

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Bid and Invoice Tracking

Dataforma is an all-in-one software solution that makes it simple to quickly generate and track bids between all of your estimators. Create customized bids including your company logo, photos, and layout of your choosing. Monitor and track the status of bids as they move from prospect to customer.

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Accounting Integrations

Dataforma can export to many of the most popular accounting packages, including Quickbooks, Sage, ComputerEase, Foundation and many other platforms. This integration eliminates the need to redundantly enter information into your accounting system.

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Roof Inspection App

The Dataforma app allows you to save time by creating your customized roof inspections while on site. Document deficiencies and upload pictures from your mobile device so you can send inspections to your clients before you even get back to your truck!

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Client Portal For Fielding Service Requests

Let’s face it: customers today don’t want to have to contact you by phone if they don’t have to. With the Dataforma Client Portal, your clients have the ability to submit work requests and track the status of their work 24/7. Your service staff receives an email alert notifying you of the work immediately, so you can take swift action.

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let the stats speak for themselves

1 out of every 0

who demo our product end up using it,


users and counting,


individual work orders managed through Dataforma,


in contracts managed through Dataforma

“We wanted to implement Dataforma for years, but kept delaying. Coronavirus made Dataforma essential since our staff could no longer come into the office. We were up and running with Dataforma 48 hours after signing contracts and haven’t looked back since!”

Donnie Sanders

Manager, Ream Roofing

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“There have been times on a Saturday morning that I have an emergency roof leak and I can do it all from the phone, and I don’t have to worry about being in my office, or waiting for somebody to email me something. The crews love it because all of the information is right there, and we love it because that data is instantaneous. When the crews get done with a roof leak, all of the information is there for us to check, and we can get an invoice out the same day if we’re working good enough. So, we love Dataforma.”

Michelle Boykin

Chief Operating Officer, Rackley Roofing

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“Dataforma is a powerful tool. It allows us to monitor, document, and organize virtually every aspect of our business. We are continually discovering new ways to use Dataforma to increase our efficiency and professionalism within the marketplace. The Dataforma support staff has been excellent and responsive in tailoring the system to fit our particular needs.”

Scott Kawulok

Executive Project Manager, B&M Roofing

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We’re here 24/7

What Makes Us Different?

When we created Dataforma 20 years ago, we knew it had to be user-friendly enough for our staff and field techs to use.

Since then, we’ve created and refined our products and processes to benefit YOU while in the field. Interested in how to elevate your roofing or contracting

You continue to own your data

Data safely stored and encrypted for security

100 GB of storage (and we’ve never had to charge for additonal storage)

99.9% uptime

Integrations with all major accounting programs (QuickBooks, Sage, etc.)

Client training resources like videos, webinars, and our staff!

24/7/365 customer support

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See It For Yourself

You’ll know within 15-20 minutes of a quick demo if this product is something that would benefit your organization. Fill out the form below to request a free demo. You can expect to hear back from our team within a few hours.