Dataforma
by Dataforma
Last updated Mar 29, 2026 · 1 revision
Web-based field service management for commercial HVAC and roofing contractors with GPS tracking and warranty management.
Highlights
Capabilities
Media
www.dataforma.com
About This Product
Dataforma is a cloud-based field service management platform designed for commercial contractors in HVAC, roofing, electrical, and plumbing. It provides CRM, service management, drag-and-drop scheduling, integrated GPS tracking for timesheet validation, warranty management, custom dashboards, and mobile inspections. The platform includes project management, proposal creation, lead tracking, and document management tailored for commercial service operations.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 7.0
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
51 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization6features
Custom FieldsCustomized User & Company DefaultsScheduling, Dispatch, And Project Management IntegrationService managementData ImportAutomatic Routing of Field Content to Office WorkflowsOffice-to-field communicationTeam CollaborationData collection and information sharingBack Office Data SyncInstant data synchronization
Mobile & Field Tools5features
Offline ModeOffline Mobile AccessDigital SignaturesCustomer Signature CaptureTechnician Mobile AppMobile app for techniciansField Data SynchronizationLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Technician Management5features
Blended Workforce ManagementWorkforce managementInternal Employee CommunicationCustomer communicationInspection ManagementTime TrackingReal Time Labor Hour Submission and Coding
Equipment & Asset Management5features
Equipment TrackingBuilding Work HistoryAsset ManagementAsset ManagementIoT IntegrationIoT IntegrationProduct Warranty LookupWarrantiesRefrigerant Charge And Service History TrackingService History Tracking
Accounting Integration5features
Job CostingJob costingAuto Expense CategorizationAutomated PayrollpayrollAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsAutomatic payment syncingAccounts Payable
Scheduling & Dispatch4features
Email & Calendar SyncPersonal CalendarsGantt ChartsGantt chartsLogistics ManagementSite logistics managementJob History AccessSite history tracking
Estimating & Quoting4features
Quoting & EstimatesProposal ManagementProposals & ReportsDynamic Material Cost Updates and Revised PricingBid Capture and ManagementBid Tracking
Reporting & Analytics4features
Goal TrackingMaterial trackingJob Productivity and Labor TrackingEasy start/stop labor trackingEconomic AnalysisProject Financial OversightDaily Field ReportsDaily Field Reports Via App
CRM & Sales3features
Case ManagementCorrespondence managementLead ManagementImage And Video Sharing
Invoicing & Payments2features
Payment ProcessingPayment ProcessingMobile Payment Terminal Integration
Customer Communication2features
Email IntegrationNotificationsReal-time team updates
Compliance & Safety2features
Audit And Inspection SchedulingMobile inspectionsCode Enforcement TrackingCorrespondence management
AI & Automation2features
Automation RulesWorkflow managementAI Powered SearchQuick Searching & Sorting
Inventory Management1feature
Purchase Orders
Training & Education1feature
Business Management & Operationsbusiness management
Integrations 8 across 7 categories
Communication 2
Gmail
Gmail
Outlook
Outlook
Accounting 1
QuickBooks Online
QuickBooks Online
Payment Processing 1
Stripe
Stripe
CRM 1
FollowUp CRM
Field Service 1
CompanyCam
CompanyCam
Productivity 1
Smartsheet
Data & Automation 1
Microsoft Power BI
Power BI
Pricing
- Model
- Quote Only
- Starting at
- $50/mo
- Notes
- Starting at $69.99/mo. Per-feature pricing model makes exact cost variable; contact sales (sales@dataforma.com) for quote. Monthly subscription.
