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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
RedTeam is a complete construction project management software. RedTeam is a construction management software designed by contractors for contractors. It comes with a wealth o tools that enable teams to deliver the best possible building experience for clients and key stakeholders. It covers all aspects of business development, project management, financials and closeout.
API Access
Has API
No
API Access
Has API
No
Integrations
Docusign
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Secoda
Yes
intermix.io
Yes
Integrations
Docusign
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Secoda
No
intermix.io
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$4,200
Free Trial
No
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
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Dataforma
Founded
2004
Country
United States
Website
www.dataforma.com
Vendor Details
Company Name
RedTeam Software
Founded
2006
Country
United States
Website
redteam.com/redteam-flex-the-solution/
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 Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Billing & Invoicing
Yes
Budgeting & Forecasting
Yes
Cash Management
Yes
Construction Breakdowns
Yes
General Ledger
No
Job Costing
Yes
Overrun Projections
Yes
Payroll Management
Yes
Purchase Order Management
Yes
Quotes / Estimates
Yes
Construction Bid Management
Bidder Management
Yes
Building Product Database
No
Cost Database
No
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
No
Project Management
Yes
Quote Management
Yes
Sales Management
No
Scheduling
Yes
Time Management
Yes
Construction Estimating
Accounting Integration
No
Audit Trail
No
Bid Management
Yes
Billing & Invoicing
Yes
Building Product Database
No
Calculators
No
Change Orders
Yes
Contract Management
Yes
Cost Database
No
Customer Management
Yes
Customizable Templates
No
Electrical Estimating
No
HVAC Estimating
No
Historical Database
No
Job Costing
Yes
Plumbing Estimating
No
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
No
Scheduling
Yes
Subcontractor Management
Yes
Takeoff
No
What-if Analysis
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
Yes
Incident Reporting
Yes
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
Yes
Residential
No
Subcontractor Management
Yes
Timesheets
Yes
