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FIELD SERVICE MANAGEMENT

Dataforma Service Work Review

Product Snapshot

Technology

Dataforma Service Work is available as a web-based SaaS

Customer Focus

Dataforma Service Work works with businesses of all sizes in the roofing industry

Select Customers

G. Fedale Roofing & Siding, Fry Roofing Inc, Franzoso Contracting Inc, Best Contracting Service Inc, Southern Coast Enterprises Inc

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About Dataforma Service Work

Dataforma Service Work Dataforma Service Work is Field Service Management software that saves time and money by streamlining processes, reporting real time, and reducing repetitive data entry. Dataforma has a secure data storage environment. It’s cost-effective, scalable, and accessible from anywhere. Dataforma is available for assistance through its 24/7 help desk. Customers can directly request for work orders through Dataforma’s customer portal. In addition, the customer portal manages permissions to view projects, work orders, invoices, or pictures. Real time reporting reports in daily, weekly, or monthly reports with receivable aging, bid summary, warranty expiration, and more.

About Dataforma
Dataforma was founded in 2003 and is headquartered in York, Pennsylvania.

Dataforma Service Work Key Features

  • Interactive customer portal
  • Lead tracking and correspondence management
  • Basic accounting system integration
  • Color-coded drag & drop dispatch board
  • Streamlined billing with automatic job cost
  • Report and proposal generation and management
  • Close ratio, cost, & efficiency reports
  • Preventative maintenance planning
  • Digital photo & document storage
  • Google Maps integration

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