Description

Dataforma is a field service management platform designed for roofers, HVAC technicians, and other remote contractors. It enables users to manage tasks by processing invoices, employee scheduling, time tracking and bid submissions, resolve issues and convert interest into profitable deals, capture customers signatures, customize invoices, logos and letterhead, accomplish site history, budgets and warranty information, verify crew locations and travel with GPS tracking, record existing site conditions before and after visits, as well as manage overdue invoices and track collection efforts. Features include lead tracking, service management, warranty management, drag and drop scheduling capability, contracting management, inspection report customization, spelling error optimization, and bid tracking capability.