Do More With Less Staff
In the realm of contracting and field service industries, managing a business involves juggling numerous complex tasks. Dataforma offers cutting-edge all-in-one Business Management Software, specifically designed for commercial contractors.
Our innovative software streamlines everything from tracking leads and managing bids to document storage, invoicing, internal reporting, and more. Thanks to our web-based application, all the essential tools for efficient business operations are readily accessible, no matter where you are at – in the field or in the office.
Dataforma isn’t only about data management; it’s a gateway to enhanced productivity for businesses involved in roofing, HVAC, plumbing, solar, and other contracting trades with field workers.
Dataforma's software optimizes field service management with a range of features, including:
Dataforma’s Service Management Software stands out with an array of features designed to meet the specific requirements of contractors and field service companies.
Integrated Service Dispatch System: Streamlines the scheduling and dispatching of field service crews, enhancing operational efficiency.
CRM-Based Service Management: A robust CRM system tracks all client interactions, histories, and marketing efforts, making it easier to manage sales opportunities.
Centralized Data Storage: Offers a secure, unified database for storing all photos and documents, ensuring data safety and accessibility.
Mobile Management Application: The Dataforma Mobile App for Apple and Android devices enables field technicians to upload photos, create inspections, and run a paperless service department right from the field.
GPS Tracker: The integrated GPS tracker allows you to track technicians as they go through their workday. This makes it easier for dispatch to know if workers are running ahead or behind schedule, which can help answer customer’s questions.
Mobile Time Card: Using a mobile time card makes it easy for your employees to clock in and out from the job site. This helps eliminate costly payroll mistakes.
These features collectively provide a seamless and integrated approach to managing various aspects of a contracting business, including client interactions and field service management.
Dataforma For Contractors & Technicians
For contractors and technicians across different industries, Dataforma’s software solutions offer a range of practical management solutions:
Comprehensive Field Service Software: An all-in-one platform for storing and managing business data, enabling real-time interactions with clients.
Enhanced Data Security: Features like 128-bit data encryption, hourly data backups, and 24/7 system monitoring ensure business information is always protected.
Customizable Dashboard: The software includes a customizable dashboard that allows users to easily monitor the status of all work orders, sales opportunities, and open tasks.
By using Dataforma, contractors can significantly improve their operational efficiency, data security, and overall management of their businesses.