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Description

Assignar is an all-in-one construction operations platform built to connect field teams with finance and back-office processes. The platform enables contractors to manage scheduling, track time and work completed, and monitor job progress in real time from a centralized system. By replacing spreadsheets, texts, and disconnected tools, Assignar improves coordination between field crews and office staff. It allows teams to capture field data digitally, automate compliance tracking, and link jobsite activity directly to payroll and invoicing workflows. Assignar also provides reporting and analytics tools that give managers clear insights into project performance, costs, and resource utilization. With real-time visibility across crews, equipment, and job sites, companies can make faster and more informed decisions. The platform integrates with accounting systems to eliminate double entry and streamline financial processes. By improving communication and data accuracy, Assignar helps reduce rework, minimize disputes, and accelerate cash flow. Overall, it enables construction businesses to operate more efficiently while maintaining better control over margins and project timelines.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP Yes 
Autodesk Construction Cloud Yes 
Employee Training Manager (ETM) Yes 
MYOB Yes 
QuickBooks Online Yes 
SAP Business One Yes 
Secoda No 
Wufoo Yes 
Xero Yes 
Zapier Yes 
intermix.io No 

Integrations

Acumatica Cloud ERP No 
Autodesk Construction Cloud No 
Employee Training Manager (ETM) No 
MYOB No 
QuickBooks Online No 
SAP Business One No 
Secoda Yes 
Wufoo No 
Xero No 
Zapier No 
intermix.io Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Assignar

Founded

2014

Country

Australia

Website

assignar.com

Vendor Details

Company Name

Dataforma

Founded

2004

Country

United States

Website

www.dataforma.com

Product Features

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management No 
Issue Management Yes 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment Yes 
Workflow Management Yes 

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance No 
HIPAA Compliance Yes 
ISO Compliance Yes 
Incident Management No 
OSHA Compliance Yes 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation No 

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential Yes 
Subcontractor Management Yes 
Timesheets Yes 

EHS Management

Audit Management Yes 
Corrective / Preventive Actions Yes 
Environmental Management Yes 
Environmental Risk Assessment Yes 
Forms Management Yes 
Incident Management Yes 
Industrial Safety Management Yes 
Injury Reporting Yes 
Inspection Management Yes 
MSDS Yes 
OSHA Recordkeeping Yes 
Occupational Health Management Yes 
Safety Risk Assessment Yes 
Training Management Yes 
Waste Management Yes 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management Yes 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets Yes 
Training Management Yes 

Quality Management

Audit Management Yes 
Complaint Management Yes 
Compliance Management Yes 
Corrective and Preventive Actions (CAPA) Yes 
Defect Tracking Yes 
Document Control Yes 
Equipment Management Yes 
ISO Standards Management Yes 
Maintenance Management Yes 
Risk Management Yes 
Supplier Quality Control Yes 
Training Management No 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management Yes 
Employee Lifecycle Management Yes 
Labor Projection Yes 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools No 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management No 
Time & Expense Tracking No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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