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Customizable Dashboard

Dataforma’s Customizable Dashboard

dataforma's customizable dashboard

Old-fashioned ways of storing important documents and communicating with clients and employees can actually be costing your business valuable resources.Contractor businesses that are focused on improving their bottom line are choosing modern ways to do everything — from storing client contacts and reviewing financial information to analyzing company performance and projecting future growth.

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Dataforma is a cloud-delivered document database and management software solution for contractors featuring a customizable home page dashboard where you can monitor, edit and analyze your business activities in a single, easy-to-navigate system. Dataforma’s customizable dashboard allows businesses to:

  • View important company information and financial figures at a glance on the system homepage
  • Review work on hand revenue projections in real-time, and open critical business data ranging from work orders to historic client information from a secure digital platform
  • Project future earning potential based on pending projects, submitted proposals, estimates and historical data
  • Customize your dashboard view based on individual user preferences and job responsibilities
  • See alerts on past due jobs without making single click

How Our Software Can Help You Manage Your Company

It takes a lot of time and energy to run your business. With so many tasks to manage, it’s easy to get overwhelmed when trying to stay on top of your essential daily functions. Dataforma’s field service management software can help give you and your employees the ability to increase flexibility, improve efficiency and boost your customer satisfaction with our customizable dashboard. 

Our software is built to meet your business needs, with customizable features such as viewing ongoing projects from one location or easily accessing your company’s finances. With Dataforma, it’s easy to control what information you need to prioritize, including:

  • Work history
  • Alerts
  • Messages
  • Additional administration activities

You can also create proposals and reports quickly thanks to our secure, easy-to-use templates.

Create Custom Defaults

Complete customization makes it easier for you to share important information with your entire organization, from your employees to clients and customers. This allows you to save time on administrative tasks and create user defaults that streamline your processes, such as invoicing and work orders.

You can even set up automatic text in documents to input specific information, such as your business contact details. This will help you create effective communication and make it easier to send out:

  • Service announcements
  • Newsletters
  • Updates
  • Emails

These defaults enable you to keep your customers updated with any appointment or work order changes and improve your relationships with clients. 

Rely on Secure Data and Communication

Our dashboard is easy to navigate and allows you to quickly send messages and follow-up reminders as well as view correspondence notes to help you gain visibility into your client and company information in one place. Our secure and encrypted digital interface will give you peace of mind that your financial information and customer details are only seen by authorized users. 

Dataforma’s capabilities enable you to better manage your business because you can store data, access what you need at the touch of a button and tailor the information you see to meet your specific needs — helping your company run more smoothly. 

Give Your Staff More Flexibility and Control

Make workflow easier

Our customizable dashboard makes workflows easier for your staff since they can optimize their screen and go through their daily tasks faster. Your field service technicians can also see improvement in their ability to work together by seeing the status of crew members on their computer or mobile screen, such as a smartphone or tablet. In addition, your staff can view the schedules to double-check information about upcoming appointments or check inventory for their next project. 

Use Tools That Grow With Your Business

Dataforma’s customized company and user tools give you the power to scale our software and features to match the size and scope of your business. Instead of manually entering repetitive content or clicking through dozens of screens to complete one task, our dashboard makes it easy for you to get more done in less time. Our software can work for any field service industry because it can be personalized to whatever your company needs, no matter the size.

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Innovative Software for Monitoring and Managing Your Business

Transitioning your business to the digital age doesn’t have to be overly complex. Dataforma delivers an easy-to-master business management and document storage system that’s safe to use and accessible from wherever you can connect to the Internet.

Schedule a product demonstration for a closer look at how to set up a customizable dashboard that keeps you informed on the most important aspects of your roofing company.