Average Ratings 0 Ratings
Average Ratings 3 Ratings
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
Paperless is a digital document manager. Remember how everyone was talking about how paperless we would be soon? It seems that we are using paper more than ever. Let's face facts, we use paper. Paperless 3 is an amazing application that can help you manage all your digital and paper documents, and also positively impact the environment. No more bringing a bag full of receipts to your accountant when it's tax season. According to Rev. Rev. According to IRS 97-22, a digital document can be accepted. Paperless 3 allows you to create a Smart Collection, which will allow you to keep all your documents organized and neatly in one place. Paperless 3 allows you to choose to email, print, export to PDF, or display as a chart your receipts. Paperless 3 can help you manage your paper usage and reduce your paper consumption.
API Access
Has API
No
API Access
Has API
No
Integrations
Secoda
No
intermix.io
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$69.95
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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
Mariner Software
Founded
1990
Country
United States
Website
marinersoftware.com
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
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
Yes
Print Management
No
Version Control
No