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Field Service Work Management

Video Summary

Dataforma software helps your staff effectively manage service work from the first call to the final invoice payment. Our mobile app gives technicians all the information they need on the job and gives you quick and organized access to schedules, job site and invoice information.

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Dataforma is the roofing and construction industry’s most trusted provider of cloud delivered business management services. Let’s take a look. Handling service work is easy when everyone is on the same page. Our user-friendly software helps your staff effectively manage service work from the initial call to the final invoice payment. 

Track every client’s complete service history, and share detailed notes about the work that needs to be performed. Dataforma eliminates redundant data entry by safely storing important information and making it easily accessible with the click of a few buttons. Our color-coded calendar allows you to simply drag and drop work orders onto employee’s schedules. You can select the date, time, foreman, and add helpful notes. The appointment instantly shows up on the technician’s mobile app, making scheduling quick and seamless.

Dataforma helps you make better use of one the most valuable tools your employees have on them all the time; their mobile device. Technicians can quickly reference new work orders with complete history of the property. Then, they’re off to the job site without you having to call, text, email, or deal with any paper tickets. Once on site, technicians have all the information and tools they need to get the job done right. The Dataforma mobile app allows employees to upload photos from the job site to document the work in real time. Work notes, labor, and materials are all quickly documented and ready for review by your office staff.

Back at the office, a completely paperless service department can review those same details of the job that were captured on site. Technicians can then review information and photos with the client, even capturing a signature to avoid any disputes once the invoice is sent.

Instead of collecting paper tickets and sorting through hundreds of photos, Dataforma ensures that all job information is neatly tied together. Our message board shows the status of your work orders, and when services calls have been completed and ready for invoicing. Finally, our software immediately turns data from the mobile app into an accurate invoice, so you can bill the same day as service.

With our ecosystem of cloud-delivered applications, secure and user-friendly interface, and helpful staff to guide you every step of the way, it’s easy to see why Dataforma is the most scalable, flexible solution, unrivaled in your industry in both capability and value.

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Are you ready to take your business to the next level of organization and efficiency? Let’s get started. Call 866-764-9992 ext. 0 or schedule an online demo that fits your schedule.