- Manage work orders, projects, warranties, service/project scheduling and bid/lead tracking all in one system.
- Enter building, company, contact, warranty information and building instructions one time in one location.
- Instant status reports on buildings, work orders, projects, warranties and billing information.
- Real time daily, weekly, or monthly reports on accounts receivable aging, bid summary, work on hand, warranty expiration and work order/project calendars.
- You determine what information your customers can access regarding projects, work orders, invoices, pictures and warranties via a link from your website. Your customers can submit work order requests direct via the customer portal.
- You and your customers can access information from anywhere at any time via a secure internet connection.
- Less down time from constantly upgrading software, configuring servers, migrating and backing up data.
- No big up front cost for software, servers, firewalls, switches or physical space.
- You lease our services and pay only for the number of users you need. Add users as you need them.
- Upgrades immediately available to our partner companies on a monthly basis.
- We store, manage, and backup your information on our servers in multiple locations.
- Your staff has unlimited access to a 24/7 live help line for routine questions as well as free monthly webinars on topics selected as a result of your feedback.
Popular Functionality Modules
Service Work Management Create Service Tickets while speaking to the building representative Quickly capture key information such as the Reported By contact, Building, Invoice To company/contact,…
Building Work History Instant access to all past Service Work Orders and Production Projects View all current or expired Warranties, including PDF copies of the same Document the current roof…
Lead Tracking Easily create, view, and print new leads Organize leads by salesperson, type of work, etc. Store a history of leads/opportunities on any specific building Run weekly sales…
Bid Tracking Creating a bid from a lead takes just seconds Bid calendar shows all bids for the company, color-coded by salesperson Easily update project bids directly from the calendar…
Project Contract Management Easily update the status throughout the project (Lead->Pending->Approved->Completed) Add the contract amount/date and capture detailed estimated vs. actual costing…
Complete Functionality Module List
- Basic Accounting
- Bid Tracking
- Building Work History
- Calendar Management
- Correspondence Management
- Customizable Dashboard
- Customized User & Company Defaults
- Document Management
- Google Maps Integration
- Group/Mass Mailers
- Internal Reports
- Lead Tracking
- Project Contract Management
- Proposals & Reports
- Purchase Orders and Payables
- Searching and Sorting
- Service Work Management
- Service/Work Order Calendar
- Warranty Management
Reviews of Dataforma Write a Review
Sandi from Goodmen Roofing says…
Web based business management service for roofing & construction industry; project mgmt, lead & bid tracking, work history, warranty & document mgmt, internal reports, accessible to all users
The bad: There seems to be so many levels, but the more we use it, the better it is.