Reporting & Analytics

Dataforma, a cutting-edge web-based field service management software, is revolutionizing how commercial contractors manage and interact with crucial business data. By offering unparalleled dashboard customization, we ensure every professional can access, analyze, and utilize information most relevant to their specific role and needs. This approach not only streamlines processes but also maximizes efficiency across various operational aspects, from on-site management to back-office administration.

Time is a valuable asset, and having quick access to pertinent information can make a significant difference. Dataforma’s software caters to this need by providing an extremely customizable interface that is packed with all the information you need to run your business. This means that whether a contractor is tracking work orders, monitoring project progress, or overseeing financials, they can do it with ease and precision. The software’s ability to provide real-time operational insights ensures that every decision is informed, timely, and geared towards enhancing overall business performance.

Customize Your Dashboard

With Dataforma, you’re no longer confined to a one-size-fits-all approach. Our software offers the unique capability to fine-tune your dashboard according to your individual requirements and preferences. Whether you’re interested in viewing correspondence, work orders, or projects, the choice is at your fingertips.

Dataforma understands each user role, from electricians and roofers to bookkeepers and project managers, holds distinct needs and responsibilities. The cloud-based software is designed for individual or company-wide customizable dashboards, so each person in your company can focus on information that matters to their job.

Get The Latest Data Without Worry

Our dashboard auto-refreshes every five minutes, providing you with information directly from the field. Say goodbye to outdated, inaccurate data and embrace a seamless flow of current, correct, and complete details. It’s all about boosting your operational efficiency and staying ahead of the competition.

Get Internal Reports In Minutes

Dataforma brings the power of on-demand internal reporting to the fingertips of commercial contractors. Generate canned reports within minutes, not hours, to propel your decision-making process and drive efficiency. Gain immediate and accurate insights into parameters such as close ratios, outstanding invoices, and individual client expenditure.

Our software not only rapidly produces reports but also stands out for its comprehensive reporting functions. It lets you track key performance indicators (KPIs) that really matter to your company.

Actionable Insights Tailored For You

The robust reporting suite is built for ease of use without compromising on depth. Features like report customization ensure you’re not just getting data, but actionable insights that are meaningful and tailored to your company.

Avoid combing through raw numbers without context. Dataforma’s software transforms data into readily understandable information, promoting a cohesive picture of financials, as well as operational and client-related aspects of your business.

Streamline Processes, Maximize Profit

All-In-One business managment software for commercial contractors and field service trades.

Sort Data Quickly

Efficiency and quick access are important in the fast-paced world of commercial contracting. With Dataforma software, you can swiftly search and sort crucial data, reducing the time spent on administrative tasks and boosting productivity. When you need work orders, projects, contacts, company or building information, and you’re dealing with deadlines, the ability to sift through data quickly comes in handy.

Search With Purpose

You simply don’t have the time to trudge through piles of documents or scroll endlessly through a digital database when you need important information.

What you need lies at your fingertips with Dataforma’s advanced search feature. It combs through in your data, making sure that you can categorize, filter, and find the most elusive of information at an impressively quick speed. From specific work orders to detailed client information, or intricate project data, advanced search handles it all.

Make smarter decisions...

Go paperless with Dataforma's cloud management software.

More To Explore...

Maximize profits with the advanced features of our cloud-based software. Discover how Dataforma transforms and simplifies your commercial contracting workflow processes. Use our management technology to save time and money in the field service business.

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