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Description
Are you ready to eliminate paper in the field?
If your company is still using paper or spreadsheets to fill out timesheets, complete tickets, or track LEMs, Aimsio could be a great fit for you.
Aimsio is a software used by companies who dispatch resources (either crew or equipment) to job sites, and who need to easily record time and material usage while on those job sites. In other words, Aimsio is a Field Management Software.
All Available Features:
- Unlimited Users
- Field Tickets
- Timesheets
- Jobs
- Unlimited Price Books
- Access Management
- CSV Exports
- Client eSignature Approval
- Flexi-Forms
- Branded Headers
- Non-Recurring Billables
- Tasks
- Timesheet Automation
- Time and Material Estimates
- Resource Costing
- Purchase Orders
- Job Performance Reporting
- WBS Phase Management
- Cost and Actual per WBS
- Budget and Contract Values per WBS
- Change Orders
- RFI
Description
Dataforma stands out as the most accommodating platform for professionals in service management, catering to roofers, HVAC specialists, and various other remote contractors. By adopting a fully paperless service department, you can dedicate your efforts to securing more bids, boosting productivity, operating remotely from job sites, and enhancing customer satisfaction. This innovative software was designed by a roofing contractor with the intent of delivering a user-friendly and powerful solution for the roofing sector, all while avoiding the hefty costs typically associated with custom software. With the Dataforma CRM, you can transform your service department seamlessly, utilizing one comprehensive paperless system that manages everything from the first customer interaction to invoicing, ensuring you never lose track of a call or client history. For busy contractors, sifting through piles of disorganized paperwork is a thing of the past. Dataforma helps streamline your operations by allowing you to store and access documents in a straightforward online database, which can be conveniently accessed from anywhere, ultimately fostering greater efficiency and organization. Embrace the future of service management with Dataforma and watch your business thrive.
API Access
Has API
API Access
Has API
Integrations
Eclipse
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Online
Sage Intacct
Secoda
ViewPoint
intermix.io
Integrations
Eclipse
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Online
Sage Intacct
Secoda
ViewPoint
intermix.io
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aimsio
Founded
2014
Country
Canada
Website
aimsio.com
Vendor Details
Company Name
Dataforma
Founded
2004
Country
United States
Website
www.dataforma.com
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking