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Average Ratings 3 Ratings

Total
ease
features
design
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

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 

Screenshots View All

Screenshots View All

Integrations

Secoda Yes 
intermix.io Yes 

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 

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