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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.

Dataforma - Field Service Management (FSM) software - logo 5.1 Good See breakdown →

Highlights

54 Features8 Integrations

Capabilities

Quote Only Mobile App
Buy from Dataforma Visit website

Media

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

54 features confirmed across 15categories· Showing confirmed capabilities only

Accounting Integration7features

Job CostingTracking Job CostsAuto Expense CategorizationAccounting IntegrationExpense trackingAutomated PayrollpayrollAccounts PayableAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsAccounts ReceivableAccounts Receivable Management

Scheduling & Dispatch6features

SchedulingSchedulingWork OrdersTrack and update service requests from start to finishDispatchingDispatch ManagementGantt ChartsGantt chartsProject ManagementProject TrackingSubcontract Management

Mobile & Field Tools6features

Digital SignaturesElectronic SignatureImage Capture And TaggingTechnician Mobile AppAI Photo AnalysisPhoto CaptureField Data SynchronizationLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment

Platform & Customization6features

Document ManagementDocument ManagementData ImportData migrationCustom FieldsCustomized User & Company DefaultsRole-Based Access ControlTechnician ManagementBack Office Data SyncThird-Party IntegrationFinancial Data Integration

CRM & Sales5features

CRMCRMLead ManagementLead TrackingCase ManagementContract ManagementProject Contract ManagementImage And Video Sharing

Reporting & Analytics4features

Analyticsanalytics dashboardReportingCustomizable DashboardJob Productivity and Labor TrackingEconomic AnalysisProject Financial Oversight

Invoicing & Payments3features

Payment ProcessingPayment ProcessingInvoicinginvoicingMobile Payment Terminal Integration

Estimating & Quoting3features

Quoting & EstimatesProposals & ReportsDynamic Material Cost Updates and Revised PricingProposal Management

Customer Communication3features

Client PortalClient PortalEmail IntegrationNotificationsreal-time updates

Technician Management3features

Real Time Labor Hour Submission and CodingInspection ManagementInspection ManagementTime TrackingTime Tracking

Equipment & Asset Management3features

Equipment TrackingPhoto SharingProduct Warranty LookupRefrigerant Charge And Service History Tracking

Inventory Management2features

Inventory ManagementInventory ManagementPurchase OrdersInvoicing, Purchase Orders & Payables

Fleet & GPS Management1feature

GPS TrackingGPS tracking

Compliance & Safety1feature

Warranty ClaimsWarranties

Training & Education1feature

Mobile-Friendly LearningMobile Access

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.

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