Your go-to resource for comprehensive answers to questions about Dataforma. Learn more about our cutting-edge field project management software tailored for commercial contractors. Our answers to Frequently Asked Questions are designed to provide clear, and concise information… without all of the fluff.
What sets Dataforma apart from other field service software?
While other contractor software requires additional third-party apps to create a complete solution, our field service software platform allows you to streamline every aspect of your day-to-day operations using a single system. From tracking leads and proposals to organizing and simplifying work order management, maintaining service and warranty history, invoicing, dispatching, internal reporting, and so much more.
How does Dataforma simplify project management for field service contractors?
Dataforma streamlines project management through features like Project Contract Management, Document Management, and Proposals & Reports, offering a comprehensive solution for efficient project tracking.
Can I track my field staff's locations in real-time with Dataforma?
Yes, with the GPS Tracker and Mobile Time Card features, you can monitor the real-time locations of your field staff, enhancing visibility and coordination.
How does Dataforma help with customer communication and correspondence?
Utilize Correspondence Management for tracking important conversations and the Client Portal to provide customers 24/7 access to project information, enhancing communication and customer satisfaction.
Do I need to download anything?
No downloads are required. Dataforma is entirely web-based and works across all devices, from smartphones and tablets running the mobile app to any laptop/desktop device with an internet browser.
What types of project management scheduling tools are available?
Project management is a key component of Dataforma. The dedicated Projects module is a centralized location for proposals, contracts, change orders, and scheduling tools. Project calendars, individual calendars, Gantt charts and email integration all streamline communication workflows within Dataforma.
Is it possible to customize my dashboard in Dataforma for personalized insights?
Absolutely, the Customizable Dashboard feature allows users to tailor their dashboard to display specific information important to them, promoting a personalized and efficient experience.
Can I generate customized proposals and reports quickly with Dataforma?
Yes, the Proposals & Reports feature enables easy creation of customized proposals and standardized reports, directly tied to work orders or projects.
How does Dataforma handle invoicing and payments?
With Invoicing, Purchase Orders & Payables, project managers can manage payments and payables without the need to log into separate accounting systems, ensuring seamless financial management.
What benefits does the Mobile App provide for field staff?
The Mobile App allows field staff to upload photos, work descriptions, and reports instantly, enhancing communication, accessibility, and collaboration from the field.
Can Dataforma be integrated with other software tools such as QuickBooks and Gmail?
Yes, Dataforma supports integrations with various software tools like QuickBooks Online, Gmail, Outlook, FollowUP CRM, and Stripe, providing a versatile and connected experience.
Does Dataforma offer 24/7 support?
Yes. Dataforma has been recognized by Software Advice for its years of Best in Customer Support. Visit client support for email and phone contact info to get the help you need.
Are there any file sharing features within the app?
All types of documents, including PDFs and photos, are stored in a unified location and available for any user to view or share. Sharing is a key part of many Dataforma modules, including Contacts, Buildings, Companies, Projects, Work Orders, and Invoices. Images and text updates can also be uploaded from the field and shared internally or with customers through the Client Portal.
How does Dataforma help with lead tracking and managing bids?
Dataforma's Lead Tracking feature allows for the efficient management of leads and bids, providing a centralized solution for tracking and managing opportunities.
Is there a feature in Dataforma for clients to access project information anytime?
Yes, the Client Portal allows customers to access project information, invoices, work orders, etc., 24/7, promoting transparency and customer satisfaction.
Can I manage individual calendars for events and appointments within Dataforma?
Yes, the Manage Individual Calendars feature enables users to create and organize personal calendars for individual events or appointments.
Is there a feature in Dataforma for quick searching and sorting of data?
Absolutely, the Quick Searching & Sorting feature enables advanced searches, allowing users to find any work order, project, contact, company, or building with minimal input.
Can I schedule appointments, service teams, or production crews well into the future with Dataforma?
Yes, the Scheduling & Calendars feature allows users to schedule appointments and teams well into the future, enhancing organization and planning.
How does Dataforma assist in managing warranties upon project completion?
Dataforma allows users to generate warranties upon project completion, and the information is accessible to other users through both the mobile and web applications via the Projects, Work Orders, and Warranties modules.
How can Dataforma's roofing software help my roofing business scale and grow?
With better scheduling, reporting, invoicing, and work order management capabilities, our state of the art roofing software can help your business run better, faster, smarter. And with increased productivity, improved organization, and team collaboration, you can expect to see higher customer satisfaction and loyalty.
What kind of success can I expect from using work order management software?
Since we offer so much more than a CRM tool, many critical business functions can happen seamlessly and accurately, with more convenience. Spend less time on administrative tasks and money using multiple platforms, and instead invest more time and energy into keeping your existing customers happy and also taking on new clients and projects too.
Is my information secure with Dataforma?
Absolutely! Everything you enter into our work order management software is yours. If you ever leave us (but why would you?), we return all of your data in a format you can upload into another system. We encrypt your data and use Amazon Web Servers. In our nearly 20 years in business, we’ve never had any breach or corruption of data. Ever.
Can I bring old data into Dataforma?
Yes, and not only that, we can help you decide what data is worth importing. We want you to keep as much history as possible, but we don’t want to start things off on the wrong foot by bringing in redundant data, data with missing records, etc. Our onboarding staff will help you get the most out of your company’s data stack.