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Average Ratings 2 Ratings

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support

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

Onsite is an all-in-one construction management platform that revolutionizes how construction projects are planned, executed, and completed. By digitizing workflows and centralizing stakeholder communication, it ensures projects stay on budget and meet deadlines with fewer delays and miscommunications. The platform offers specialized tools like visual eSnagging to track and share site issues instantly, and a robust document management system to automate and secure all project documentation. Onsite’s AI-powered software provides real-time updates and supports collaboration among owners, consultants, and contractors for seamless project delivery. It integrates smoothly with widely used software such as Google Drive, Power BI, Salesforce, and Microsoft Azure, allowing teams to work within their existing tech ecosystems. The platform is backed by 24/7 local customer support staffed with construction experts who understand regional needs. With a proven track record on mega projects like stadiums, hospitals, and metro systems globally, Onsite helps reduce costs while boosting quality. Its flexibility and personalization options cater to diverse project requirements across multiple countries.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AdvancedBOL for SAP Logistics No 
ManageOrders No 
Microsoft Power BI No 
Power BI Embedded No 
PromoStores No 
ProofStuff No 
SalesForceSpeed No 
Salesforce No 
Secoda Yes 
intermix.io Yes 

Integrations

AdvancedBOL for SAP Logistics Yes 
ManageOrders Yes 
Microsoft Power BI Yes 
Power BI Embedded Yes 
PromoStores Yes 
ProofStuff Yes 
SalesForceSpeed Yes 
Salesforce Yes 
Secoda No 
intermix.io No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Price is customized to each client's needs
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dataforma

Founded

2004

Country

United States

Website

www.dataforma.com

Vendor Details

Company Name

Onsite

Founded

2009

Country

United Arab Emirates

Website

onsite.us

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 

Product Features

Construction Management

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

Inspection

Appointment Management Yes 
Customer Database Yes 
Dispatch Management No 
Equipment Tracking Yes 
Photos In Reports Yes 
Print on Site Yes 
Report Templates Yes 
Speech Recognition Yes 
Subcontractor Management Yes 

Punch List

Collaboration Yes 
Commenting / Notes Yes 
Document Management Yes 
Drag & Drop Yes 
Drawings Integration Yes 
Include Photos In Reports Yes 
Issue Tracking Yes 
Quality Control Checklist Yes 
Task Management Yes 

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