Customer Portal

The Dataforma Customer Portal

For today’s successful contractors and field service businesses, it’s no longer enough to say you regularly email and call customers. In fact, in the interconnected world we all live in, how customers are able — or, better yet, encouraged — to interact with your company is just as important as how you interact with them.

Of course, you already have a great deal on your plate between preparing bids, scheduling technicians and submitting invoices. Dataforma’s Core CRM can help streamline all of those tasks.

How Can I Use The Portal?

Let’s face it — customers today don’t want to have to contact you by phone. But they do want an outstanding and personalized customer experience.

So, with all you have to accomplish in a day, how do you give customers the type of access they’re looking for to feel confident about engaging your services, viewing a project’s progress and requesting more information?

The answer is a customer self-service portal.

Field service technicians, office managers, sales staff and everyone else in your company already have a way of interacting efficiently with your database and overall management system. Imagine the possibilities when customers can also enjoy a safe, secure level of interaction with your company that you set the parameters around.

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That’s what the Dataforma Customer Portal is all about — keeping you in control while allowing your customers the level of 24/7 convenience and online interaction they’re looking for.


Challenges of Field Service Management

Field service management is challenging. You have to handle a lot of moving parts. Modern solutions like Dataforma’s cloud-based system streamline your job by bringing all your business management tasks to one place.

Rather than spending time hunting down documents or organizing files, you’ll be able to access the information you need when you need it immediately. 

Common field service management challenges include:

Inefficient Workflow Management

Field service workforce management can be complex. Each work order has multiple phases, and when something goes wrong in the earlier steps, the entire process becomes less efficient and delays products. How successfully teams complete the tasks required at each phase of a work order depends on whether the scheduling manager selected the appropriate employee for the job, the necessary tools to complete the task and client availability.

Dataforma’s Service Management Software maximizes efficiency by providing a paperless way to manage client history, site information, scheduling, invoices and communication with office staff. The amount of time you’ll spend on work orders will drastically decrease, as the system combines multiple aspects of your job on one platform. 

Poor Customer Relationship Management 

Your customers are crucial to your business. Consistently providing the requested services in the amount of time you’ve agreed upon will demonstrate you’re a reliable partner and attract repeat customers. Dataforma’s Core CRM provides all client data and job information in one interface, letting you get back to customers faster. You’ll be able to direct your attention to your customers rather than spending time organizing and trying to find paperwork. Plus, our software is designed for contractors, so you can rest assured your documents will be compatible. 

Our online commercial customer portal allows customers an easy way to communicate with you, increasing customer availability. Customers can also quickly access job information on their terms — no more missing important phone calls, as customers will have everything they need in one place. 

Lack of Communication 

Building a strong company culture of communication is crucial to increasing productivity. When everyone involved in a job understands what their coworkers are doing, the entire process goes smoother. Crews out in the field typically communicate with field service managers and office staff via phone call. But some communications are too complicated for a phone call. How can you keep your entire team on the same page? 

Dataforma’s Mobile App streamlines communications, making your team members accessible to each other from anywhere. Our app is specially designed for contractors’ needs and includes: 

  • Customized checklists 
  • Customized inspection reports with job site photos
  • Labor hour tracking, including GPS tracking to document technician recorded versus actual hours 
  • Complete work history 

With Dataforma’s Mobile App, you’ll also be able to access your project management platform and client database from anywhere. Each member of your team will have access to the information they need. 


Who is dataforma ideal for?


Clear Communication Equals Better Business

Did you know that offering your customers features such as on-demand information and a way to request service updates can significantly increase their satisfaction and engagement with your business?

If you’re still requiring customers to call in during regular business hours to request everything from quotes to services, you’re missing out on potential business opportunities.

Today’s consumers place so much importance on customer experience. By offering easy access to the information and services customers want through a responsive customer portal that respects their busy schedules, you’re far more likely to increase business and grow your number of repeat customers.


The Advantages of Our Customer Portal

24/7 convenience is becoming the new norm for keeping clients happy and engaged. But with the well-designed and easy-to-use Dataforma Core CRM, your customer portal becomes a lot more than just a convenient way for customers to research and request your services. Once you have customers actively engaging with your portal, you can enjoy a host of advantages.

Your customer portal becomes a fast, secure way of keeping customer interactions productive, focused and timely, from sharing photos of possible material options, formal bid approval, and following up on invoices and service visits. Forget about waiting for days for a signature. With your customer portal, everything you need to keep business moving is just a few mouse clicks away — for both you and your customers.



Offering Select Features

Allow your clients to see selected information and photos directly from your website!

  • By means of secure construction customer login, clients access their information from your website and only see exactly what you want them to see.
  • Site history, budgets and warranty information can be shared 24/7.
  • Clients also have their own message board so they can check on the status of any work being done.
  • Clients can even submit work requests directly from the Customer Portal, even creating email alerts to your service staff.


Request a Free Demo From Dataforma 

If you’re ready to let customers engage with your business when and how they want to, Dataforma’s easy-to-use field service management software streamlines your daily operations.

Our system was made by contractors for contractors to save time and cut costs. Contact our team to schedule your free product demo today!

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