MANAGE YOUR PROJECTS FROM ANYWHERE WITH SOLAR INDUSTRY’S LEADING SERVICE AND PROJECT MANAGEMENT SOLUTION.
Dataforma, we’ve been in the field service management industry for 15 years. Our solutions help you grow your solar business with customized alerts, shared schedules, a paperless service department and the ability to upload documents or send invoices to your clients from anywhere. Business owners and field service technicians benefit from these solutions because they bring the convenience of the office to the job site.
Built by contractors like you
Solar industry professionals like you developed Dataforma, so we understand your business’s needs.
Optimize service management
Promote efficiency and help your team accomplish more every day using service management software with end-to-end capabilities.
Manage crews and projects from anywhere
Our field-ready mobile application combines GPS tracking and other features that let your team send or receive photos and documents anywhere you have internet access.
Complete customer and site history
Our relational database allows your staff to instantly see all work done for a client, from initial install to ongoing maintenance.
The Leading Solar Business Software for Professionals at the Office and in the Field
Solar companies use Dataforma to give their staff the most powerful software in their industry. This valuable program has a myriad of fully integrated features, including:
- Drag and drop scheduling
- Mobile CRM tools
- Custom solar panel inspection reports
- Mobile notification for various alerts
- Paperless service departments
- GPS tracking
- Lead management
Dataforma’s founders were industry professionals, just like you. We were unsatisfied with generic programs that failed to deliver the services our team needs. We used resources on various CRM software platforms, service models and business programs. We knew we needed specific software for solar installers, though, so we built it. Our team worked late nights for more than two years to bring Dataforma to you. Now, we’re on our way to revolutionizing project management for solar businesses.
"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!"
Make the Most of Your Leads
Lead management features help you keep track of and sort potential customers, so you can maximize your opportunities. Standalone lead tracking software is inefficient. Our fully-integrated lead management solution provides a unified marketing database for old and new leads. Specialized sales personnel receive a notification when the program assigns new leads to them, and you can keep detailed records of your efforts to coordinate your sales approach. Our software analyzes data and generates reports on your solar lead management operations.
Make Service Management Simple
Making data available everywhere gives your team the opportunity to become more efficient. If you rely on paper documents and haphazard scheduling, human error can prevent your team from finishing each day’s tasks. Accessibility and organization on a single, user-friendly platform encourage consistent upticks in productivity as your team manages solar jobs from the initial install to ongoing maintenance.
Never Miss a Bid
Our solar sales proposal software simplifies generating and tracking your bids for each project. You can customize your bids’ font and color or add photos to make your offer stand out from your competition. Our cloud-based system is a secure place for you to store your bids, and you can change their status when necessary. The platform can also organize proposals by various applicable fields, including status, schedule, salesperson and service type.
Keep an Organized Schedule of Service Work
Generate work orders, assign them to field service professionals, schedule maintenance or repairs, and oversee their status from a single solar service management software solution. You can color-code your technicians to see who is going where and use our free GPS tracker to assign emergency jobs or see travel history. Invoice your client the same day you complete the requested service and keep a virtual record of past projects for ongoing relationships.
Improve Your Solar Company’s Financial Health
Beyond the solar industry-specific features included in our solution, our software also simplifies basic accounting tasks. Organizing your business’s finances helps you reach a better financial position and streamline your billing processes.
How Can Dataforma Grow Your Solar Business?
Our service management solution puts the tools and information solar contractors need at your fingertips, whether you’re in the office or completing work orders in the field. Using these features helps you work more efficiently and effectively. No matter where your work takes you, every member of your team has access to the same valuable capabilities.
Enjoy Virtually Effortless Organization
Keeping physical copies of your records creates issues for your solar company later. Old work tickets and photographs get shuffled until you forget which documents refer to which completed projects. Plus, losing an original form can cause problems if you haven’t kept copies.
On the Dataforma app, your team can instantly upload and transfer documents, pictures and work descriptions. Making your service department paperless means you can speed up your work and bill on the same day as service.
Share Calendars Across Your Team
Our web-based solar business management software lets you organize meetings, events, appointments and employee schedules. Whether your company is large or small, this feature unifies individual and company-wide schedules. Features include various criteria that let you filter the items you see on a calendar, viewing available office staff while booking events and compatibility with HR information that affects an employee’s availability.
"We have struggled for years with using multiple applications to get the job done. The prospect of Dataforma being an integrated, single source provider has us excited."
Save Time With Fully Integrated GPS Tracking
While your solar business may already use CRM management software and GPS tracking, both tools are probably standalone platforms. Using separate programs for features you need makes completing and documenting fieldwork more difficult for your team. At Dataforma, we’ve fully integrated GPS tracking with project management and other features. Now, keeping track of your crew is easier than ever, and you can prevent added hassle when you want to implement more features.
"Dataforma has streamlined so many of our processes and made things so much easier. I am able to quickly and easily find data to assist clients and staff, create and track projects by status, create and track bids, create and track change orders, and track correspondences and follow up reminders. We look forward to implementing more of what Dataforma has to offer. Its capabilities seem endless!"
Explore the many features and capabilities of dataforma:
All of the information and capabilities you need to operate most effectively and efficiently are at your fingertips - wherever your work takes you.
Solar Service Management
Solar software designed by professionals in the solar industry makes it easier than ever to manage your business.
Dispatching Solar Installers
Book jobs and send crews to fulfill service requests based on availability, job type with color-coded dashboard organization.
Map Integration for Solar Field Service
Plot every job location for strategic travel between the office and work sites when your team must leave the office.
Access Solar Software From a Mobile App
Complete various operations from your phone, whether you’re sitting in the office or finishing your work on a job site.
Optimal Lead Management
Get the most out of your leads when your sales personnel receive instant notifications for new leads assigned to them.
Solar Sales Tracker for Bid Organization
Generate more accurate bids and offer them faster to close the largest number of bids possible.
Track and keep a comprehensive history of all communication between the team and clients, including phone calls, emails, messages, faxes and meetings.
Secure Sharing and Storage
Safely share and store documents, photos and data on our cloud-based platform to reduce security concerns associated with other methods.
Hourly Backup and Constant Monitoring
We handle security with consistent backups and keep watch over your data so you can focus on customer management and improving your place in the solar industry.
Basic Accounting for Solar Sales
Our solution can streamline even the most basic of office operations. Spend more time making solar sales and working with your team when you simplify basic accounting tasks through our software.
Rescue your service department from drowning in paper with Dataforma’s library, which can generate the reports and proposals you need, whenever you need them.
Dashboard for All Solar Software Features
View all the information you need in a single glance. Our dashboard puts your company’s critical figures in one place, visible at a bird’s-eye view.
See What Dataforma Can Do for You
If you’re interested in learning more about how our software can help you grow your solar company, let us know! We value the opportunity to offer time with our team to potential clients. Dataforma has built its brand on our expertise and providing a high level of stellar service and support to all our clients across many industries.
Our solution is more effective than those of other solar software companies because our team understands your field and the unique needs that solar businesses have. We’re more than happy to discuss your team’s unique concerns whenever necessary.
To make the most efficient use of your time, let’s set up a 15-minute conversation. Our free demo lets us show you what our product is, which features come fully integrated, how it works and how you can use it in your daily operations.
Do you want to know about custom solutions for your business? If so, we can cover our custom capabilities during our demonstration. Dataforma has a vast number of features, services and resources at our disposal, so we’re always happy to discuss the ways our team can meet your needs and exceed your expectations.
Schedule Your Free Demo
Direct your questions to our team! Our software never stops working, and neither do we. We offer 24/7 support, so you can keep working on more complex operations, like managing your work orders and encouraging customer satisfaction. Our goal is to serve as the go-to resource for solar industry professionals.