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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.
Description
FieldPix is a comprehensive application designed for job-site documentation and efficient workflow management specifically tailored for contractor teams, featuring apps for iPhone, iPad, and Android, as well as a web portal intended for office personnel. The application allows crews to document projects with photos and videos, while incorporating tags and markups, along with crucial details such as date, time, and location; media captured offline will automatically sync once the device reconnects to the internet. With the aid of AI, users can transform verbal notes and images into organized editable documents, summaries, and actionable follow-up lists. Teams benefit from the functionality of checklists, the ability to generate branded PDF reports, and the option to share progress via private client portals, in addition to preparing proposals and agreements that can be signed electronically and issuing invoices. Payment methods are versatile, including QR codes, pay links, and Tap to Pay options. Moreover, FieldPix seamlessly integrates with QuickBooks Online and Stripe, utilizing API keys and webhooks to connect with Zapier, various CRMs, and other custom integrations. The platform also accommodates workflows in both English and Spanish, catering to sectors such as roofing, solar energy, remodeling, restoration, electrical work, HVAC, home inspections, and general contracting, ensuring broad usability for diverse contractor teams. Overall, FieldPix enhances productivity and organization on job sites while providing valuable tools for communication and financial transactions.
API Access
Has API
No
API Access
Has API
Yes
Integrations
QuickBooks Online
No
Secoda
Yes
Stripe
No
Zapier
No
intermix.io
Yes
Integrations
QuickBooks Online
Yes
Secoda
No
Stripe
Yes
Zapier
Yes
intermix.io
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$29.99/month
Solo: $29.99/month, $9.99/week, or $299.90/year for one person. Starter: $49.99/month, $14.99/week, or $499.90/year for up to 5 people. Pro: $99.99/month, $29.99/week, or $999.90/year for unlimited people. Every plan includes all features and covers one business. Prices are in US dollars, plus applicable sales tax; there are no setup, per-photo, or storage fees. A 14-day free trial is available; web trials require no card. iPhone app subscriptions are billed by Apple at App Store prices, including annual plans at $299.99, $499.99, and $999.99.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Dataforma
Founded
2004
Country
United States
Website
www.dataforma.com
Vendor Details
Company Name
Los Gatos Taxi Innovators
Founded
2026
Country
United States
Website
fieldpix.org
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
