Business Details
22 Years
experience
Emergency
services
Field Service Management Software for Contractors
Data Forma Technologies was founded to address the unique challenges faced by commercial contractors in managing complex operations. With over two decades of experience, we have evolved from a contractor-led team into a trusted industry leader, serving clients across all 50 states and Canada. Our cloud-based platform was specifically designed by former contractors to streamline project management, field service coordination, and financial tracking. We prioritize continuous innovation while maintaining a deep understanding of the construction industry's evolving needs.Our commitment to excellence is demonstrated through our 24/7 customer support, mobile-first approach, and integration capabilities with leading accounting and CRM platforms. We empower roofing, HVAC, electrical, plumbing, and restoration contractors to reduce administrative burdens, improve operational visibility, and enhance client relationships through our comprehensive software ecosystem.
Services
Field Service Management
Project Management
Client Management
Job Site Coordination
Mobile App
Accounting Integration
Document Storage
GPS Tracking
Labor Tracking
Invoicing
Details
- Year established: 2004
Highlights and features
- 24/7 customer support recognized as 'Best in Customer Support' by Software Advice
- Mobile-first platform enabling real-time field-to-office communication
- Over 20 years of construction industry experience informing software development
- Seamless integration with QuickBooks Online and other essential business tools
- Customizable solutions serving 50 states and Canada with localized support
What people say
Data is instantaneous
Haven't looked back since
Excellent and responsive support
Crucial to our business
Improved transparency
Services
Field Service Management
Our comprehensive field service management solution enables contractors to coordinate mobile workforces efficiently. The platform provides real-time job tracking, technician dispatch, and client communication tools. With mobile app integration, field crews can access work orders, upload documentation, and complete tasks seamlessly while office staff maintain full operational visibility.
Project Management
Streamline construction project oversight with our cloud-based project management tools. Track bids, contracts, work orders, and financials in one centralized system. The platform offers customizable dashboards, document storage, and progress tracking features that help contractors manage timelines, budgets, and client expectations more effectively across multiple job sites.
Client Portal
Enhance client relationships through our 24/7 accessible client portal. This feature allows customers to view project details, invoices, work orders, and documentation in real time. Contractors can share inspection reports, photos, and updates while enabling clients to submit service requests directly through the portal for improved transparency and communication.
Mobile App
Our mobile application extends full platform functionality to field technicians. Features include GPS tracking, time card entry, work order completion, photo documentation, and client signature capture. The app enables paperless operations by synchronizing field data with office systems in real time, reducing administrative overhead and improving job site efficiency.
Accounting Integration
Centralized accounting tools streamline financial operations for contracting businesses. The system handles invoicing, purchase orders, payroll processing, and expense tracking while integrating with QuickBooks Online. Automated workflows reduce data entry errors, improve cash flow management, and provide real-time financial insights through customizable reporting dashboards.
People
Michelle Boykin
Chief Operating Officer
With 7+ years at Rackley Roofing, Michelle has transformed field operations through mobile technology implementation. She leads a multi-office team across Tennessee, focusing on operational efficiency improvements through digital workflow solutions.
Donnie Sanders
Manager
Led Ream Roofing's rapid digital transformation during pandemic restrictions. Implemented Data Forma Technologies solutions within 48 hours of contract signing, maintaining business continuity through cloud-based operations management.
Scott Kawulok
Executive Project Manager
Brought specialized roofing expertise to B&M Roofing's operations. Customized Data Forma Technologies's features to meet specific project management needs while maintaining a 98% client satisfaction rate through enhanced documentation processes.
Tim Magoon
General Manager
Managed Supreme Roofing's transition to digital operations, implementing client portal solutions that improved interdepartmental communication and client transparency during leadership transitions and facility maintenance cycles.
Questions
Can Data Forma Technologies integrate with my existing accounting software?
Yes, Data Forma Technologies supports API integrations with QuickBooks Online and other business tools. We continuously add new integrations to expand connectivity options for contractors.
How does Data Forma Technologies help with field service coordination?
Our mobile app enables real-time communication between field crews and office staff, with features for work order management, GPS tracking, time card entry, and instant documentation sharing.
Can clients access project information outside business hours?
Yes, the client portal provides 24/7 access to project details, invoices, work orders, and documentation, allowing clients to review information at their convenience.
How does Data Forma Technologies handle emergency service requests?
The mobile platform enables immediate dispatch of emergency work orders, with real-time updates and documentation capabilities that allow same-day invoicing for urgent repairs.
Can I manage employee schedules with Data Forma Technologies?
Yes, our color-coded scheduler allows drag-and-drop work order assignment, conflict detection, and calendar customization for managing field crews and office staff schedules.
How does Data Forma Technologies support business reporting needs?
We offer comprehensive reporting tools including Project Source, Sales Activity, Work On Hand, and Work Order Cost reports with customizable dashboards for real-time business insights.
Reviews (1)
Brad McCullough
Oct 07, 2019
Report
Dataforma and their staff provide a fantastic experience for their clients both in regards to functionality and customer service.
