CRM
Dataforma
Dataforma is a comprehensive field service management software designed for contractors across various trades. It helps businesses streamline operations from lead management and scheduling to job costing and invoicing.
emerging🔧Plumbing⚡Electrical❄️HVAC🏠Roofing
Use Cases
- Managing field service operations
- Streamlining sales and project workflows
- Improving customer communication and retention
- Tracking job profitability and financial performance
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Advanced |
| Proposals & Quotes | Yes | Standard |
| E-Signature | Yes | Standard |
| Dispatch | Yes | Advanced |
| Scheduling | Yes | Advanced |
| Route Optimization | Yes | Standard |
| Inventory Management | Yes | Standard |
| Asset Management | Yes | Standard |
| Estimating | Yes | Advanced |
| Invoicing | Yes | Advanced |
| Payment Processing | Yes | Standard |
| Job Costing | Yes | Advanced |
| Payroll | Partial | Standard |
| QuickBooks Sync | Yes | Standard |
| Pricebook | Yes | Standard |
| Flat Rate Pricing | Yes | Standard |
| Customer Portal | Yes | Standard |
| Marketing Automation | Partial | Basic |
| Photo Documentation | Yes | Standard |
| GPS Tracking | Yes | Standard |