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Dataforma REVIEW

Field Service Management Software - FSM

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What is Dataforma?

Dataforma is a leading provider of solutions for service industry businesses that amalgamates redundant systems into a comprehensive suite and integrated platform. It enables your service department, especially your field workers, to say goodbye to paper works. That is because it can track project requests, build a work history, generate and store invoices, collect customer information and communication records, and other related data.

On top of it all, Dataforma assists you in ensuring the on-time delivery of your services with its GPS tracking capability. This means that it can integrate with select GPS devices for you to know where your technicians or field representatives are at all times. With this, you can foster accountability and visibility among your workers and avoid discrepancies in the hours logged.

Overview of Dataforma Benefits

All-Inclusive Built-In CRM

Dataforma has an integrated CRM that has every tool you could possibly need to build and nurture lasting relationships with your customers. This robust module allows you to access information about your clients anytime, such as records of conversations and transaction histories. With these within easy reach, you can answer their questions readily and provide them with promotions and services that are relevant to them.

Powerful Scheduling Module

Aside from an in-built CRM, Dataforma is also equipped with a fully functional calendaring system. This allows you to schedule service orders for every team as well as organize human resource events. As this is visible to every team member, you can make certain that everyone is held accountable for the swift and on-time delivery of services.

Dataforma Mobile

The Dataforma mobile app for iPhone and Android is an ideal companion for yourself and your field workers. This keeps users updated on scheduling changes and special customer requests. More than that, this empowers your technicians or field representatives to follow best practices and log inspection reports with photos or videos directly from the job site. These reports are then relayed to the customer to complete the documentation flow and to ensure that they are fully satisfied with the job.

Bird’s Eye View

Dataforma proffers a bird’s eye view on all activities in your organization through its customizable dashboard. From this panel, you can make quick decisions regarding job requests and business opportunities. Thus, you can always keep an eye on chances for growth.

Overview of Dataforma Features

  • Service Work Management Module
  • GPS Tracking
  • Service/Work Order Calendar
  • Individual Calendar Management
  • Building Work History
  • Invoicing
  • Document Management
  • Lead Management
  • Bid Tracking
  • Proposals & Reports
  • Project Contract Management
  • Warranty Management
  • Configurable Dashboard
  • Mass Emails

Dataforma Position In Our Categories

Dataforma is also listed in the following subcategories:

Field Service Management Software - FSM#19
Field Service Management Software - FSM#19

Since each company has specific business requirements, it is sensible for them to refrain from seeking a one-size-fits-all faultless software system. Needless to say, it would be futile to try to find such a platform even among market-leading software applications. The smart thing to do would be to catalog the various essential aspects that need consideration such as key features, budget, skill levels of workers, company size etc. Then, you should do your groundwork thoroughly. Read some Dataforma Field Service Management Software - FSM reviews and check out each of the other systems in your shortlist in detail. Such comprehensive homework can ensure you weed out ill-fitting platforms and zero in on the app that offers all the elements you require for business success.

How Much Does Dataforma Cost?

Dataforma Pricing Plans:
Free trial
Contact vendor

Dataforma is a comprehensive suite of tools that your service department go paperless completely. If you are interested in this all-inclusive product, you can request for custom enterprise pricing by phone or email.

User Satisfaction

We realize that when you make a decision to buy Field Service Management Software - FSM it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Dataforma reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Dataforma. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Dataforma pricing details?

Dataforma Pricing Plans:
Free trial
Contact vendor

Dataforma is a comprehensive suite of tools that your service department go paperless completely. If you are interested in this all-inclusive product, you can request for custom enterprise pricing by phone or email.

What integrations are available for Dataforma?

No information available.

User reviews

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