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
Features
74 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization11features
Document ManagementCustom FieldsCustomized User & Company DefaultsScheduling, Dispatch, And Project Management IntegrationService managementCustom API AccessData ImportThird-Party IntegrationContinuous Data SyncingReal-time data syncingScheduling And Dispatch IntegrationScheduling and dispatching
Show 3 more
Automatic Routing of Field Content to Office WorkflowsOffice-to-field communicationTeam CollaborationData collection and information sharingBack Office Data SyncInstant data synchronization
Scheduling & Dispatch8features
SchedulingSchedulingDispatchingWork OrdersEmail & Calendar SyncPersonal CalendarsGantt ChartsGantt chartsProject ManagementLogistics ManagementSite logistics managementJob History AccessSite history tracking
CRM & Sales7features
CRMCRMCase ManagementCorrespondence managementContract ManagementLead ManagementMarketing ToolsAutomated Customer Touchpoints And SequencesCustomer communicationImage And Video Sharing
Reporting & Analytics6features
AnalyticsReportingGoal TrackingMaterial trackingJob Productivity and Labor TrackingEasy start/stop labor trackingEconomic AnalysisProject Financial OversightDaily Field ReportsDaily Field Reports Via App
Mobile & Field Tools6features
Offline ModeOffline Mobile AccessDigital SignaturesCustomer Signature CaptureTechnician Mobile AppMobile app for techniciansDigital FormsField Data SynchronizationLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Technician Management6features
Blended Workforce ManagementWorkforce managementInternal Employee CommunicationCustomer communicationInspection ManagementOnboardingTime TrackingReal Time Labor Hour Submission and Coding
Accounting Integration6features
Job CostingJob costingAuto Expense CategorizationAutomated PayrollpayrollAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsAutomatic payment syncingAccounting IntegrationAccounts Payable
Equipment & Asset Management5features
Equipment TrackingBuilding Work HistoryAsset ManagementAsset ManagementIoT IntegrationIoT IntegrationProduct Warranty LookupWarrantiesRefrigerant Charge And Service History TrackingService History Tracking
Estimating & Quoting4features
Quoting & EstimatesProposal ManagementProposals & ReportsDynamic Material Cost Updates and Revised PricingBid Capture and ManagementBid Tracking
Invoicing & Payments3features
InvoicingPayment ProcessingPayment ProcessingMobile Payment Terminal Integration
Customer Communication3features
Client PortalClient PortalEmail IntegrationNotificationsReal-time team updates
Compliance & Safety3features
Audit And Inspection SchedulingMobile inspectionsWarranty ClaimsCode Enforcement TrackingCorrespondence management
Inventory Management2features
Inventory ManagementInventory ManagementPurchase Orders
AI & Automation2features
Automation RulesWorkflow managementAI Powered SearchQuick Searching & Sorting
Fleet & GPS Management1feature
GPS Tracking
Training & Education1feature
Business Management & Operationsbusiness management
Integrations 9 across 7 categories
Accounting 2
QuickBooks Online
QuickBooks Online
Sage
Sage
Communication 2
Gmail
Gmail
Outlook
Outlook
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.
