Field Service & Work Order Management Software Frequently Asked Questions

What contracting trades can benefit from using our work order management software?

Multiple construction trades including roofing contractors, HVAC/Mechanical contractors, solar contractors, plumbers, restoration contractors, electricians, landscapers, and beyond can benefit from automated work order management and field service management software.

How can field service software help me better manage my contracting business?

A full-service field service management software that is purpose-built for commercial construction businesses to save time and money. From managing project data to customer correspondence, site information, and job scheduling in real-time, our field service management software provides powerful tools to help contractors with a wide variety of business management tasks under one single digital roof.

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.

My roofing company is doing just fine using paper tickets. Why would I need a field service software?

The number one feedback we get is just the amount of time it used to take to perform various business functions (i.e scheduling, work order review, invoicing, etc.) that through our field service software are significantly condensed down. This difference in time savings is even more drastic when a construction company makes the jump from a business running on paper tickets to a digital one using our work order management software platform. Imagine a process that used to take your team 2-3 days to complete can now be done that same day with the ability of also closing out the work order and sending the invoice. In addition, it’s easy for paper tickets to get lost or damaged when your crews are traveling back and forth between the field and the office. Gone are the days of inaccurate or missing paperwork! Dataforma’s Core CRM provides a centralized place to see all client data, manage jobs and track leads, perform invoicing, and run all the main daily functions of a paperless construction company. In addition, your team can easily access documents on the go with Dataforma’s Mobile App.

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.

What size can commercial contractors benefit from making Dataforma’s field service software a part of their business?

We built our field service software to help contractors of all sizes more efficiently run their businesses through major improvements in their work order management and field service reporting process. Ultimately we wanted to help our customers find success in an industry that is notoriously difficult to manage. In fact, our company was founded by contractors with the goal of developing the best possible solutions for construction businesses of any size to succeed, no matter how many employees you have or what trade you’re in.

Does Dataforma integrate with other product platforms?

At Dataforma, we continue developing integrations that simplify your daily workflow. Currently our work order management software integrates with multiple platforms including Microsoft Outlook and multiple accounting software programs including Quickbooks, Sage, Foundation, ComputerEase, and much more. Also as a Dataforma user, you can seamlessly integrate with Followup CRM, allowing you to centralize sales data and communication while tracking the lifecycle stages of your deals directly from your Dataforma dashboard.

How can I learn how to use and get started with Dataforma fast?

Our training sessions take place virtually and take no more than one to two hours max per day. And the great news is that you can easily learn all of our field service software’s primary functions, from work orders to projects, in less than 2 weeks!

What is the best roofing software?

Dataforma is the #1 Roofing Software for contractors who want to take their business to the next level. As an all-in-one Roof Management Software, Dataforma is designed to manage and streamline every aspect of your organization with the Best Roofing Tools you need on a daily basis. It’s the one tool to grow your roofing business while delivering a remarkable user experience.

What makes Dataforma a premium field service software option for roofers and other trades?

Dataforma was created by and for roofing contractors just like you! We know how beneficial interconnecting services can be and how critical it is for our contractors to have fully integrated tools with the functionality to run a successful contracting business. As our field service management software keeps evolving, our clients can continue to expect greater usability, streamlined communication, and better management capabilities.

Can I trust my information is 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.

I have questions about Dataforma… Where can I go to get support?

Our staff have contracting backgrounds and are experts in Dataforma, so we want to answer your questions and get you back to work as soon as possible! We also have online tutorial videos and advanced user training for members of your staff who prefer to learn independently. For customer support, we can be reached 24 hours a day, 7 days a week toll-free at 1-866-764-9992 or by email at

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