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Average Ratings 6 Ratings

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features
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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

Traqspera, a cloud-based construction management system software for contractors who want time savings on their construction projects. Traqspera's key features include asset management, training, certification management, billing and safety management. Traqspera provides real-time job reports, analytics, and reporting for contractors to help them monitor their projects. Traqspera is accessible from anywhere. It can be accessed on-site, at the office, or on the side. It has all the information contractors need.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Workforce Now No 
Microsoft Dynamics SL No 
QuickBooks Online No 
Sage 50 No 
Secoda Yes 
Viewpoint Spectrum No 
intermix.io Yes 

Integrations

ADP Workforce Now Yes 
Microsoft Dynamics SL Yes 
QuickBooks Online Yes 
Sage 50 Yes 
Secoda No 
Viewpoint Spectrum Yes 
intermix.io No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$100/month
starts at $10/month/employee - paid annually
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 Yes 
Mac Yes 
Linux Yes 
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 Yes 

Vendor Details

Company Name

Dataforma

Founded

2004

Country

United States

Website

www.dataforma.com

Vendor Details

Company Name

Traqspera

Founded

2014

Country

Canada

Website

traqspera.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

Construction CRM

Client Tracking No 
Contract Management Yes 
Forecasting No 
Project Management Yes 
Quote Management Yes 
Sales Management No 
Scheduling No 
Time Management No 

Construction Management

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

Contractor Management

Contractor Database Yes 
Insurance Tracking No 
License Tracking No 
Permit Tracking No 
Skills & Competencies No 
Task Management Yes 
Work Hour Tracking No 

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