FAQs

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.

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!