--- title: "Dataforma Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Dataforma Software - reviews, pricing plans, popular comparisons to other Roofing products and more." source_url: "https://www.capterra.com/p/130599/Dataforma/" page_type: "product" language: "en" --- # Dataforma Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Dataforma ## What is Dataforma? Web-based field service management and project management software with integrated scheduling, invoicing, mobile labor tracking, and GPS Tracking for contractors. Users can record and track every call that comes into the office and follow every job from start to finish. It also assists with employee time tracking, and job site coordination. ## What is Dataforma used for? [Field Service Management](https://www.capterra.com/field-service-management-software/)[Roofing](https://www.capterra.com/roofing-software/)[Electrical Contractor](https://www.capterra.com/electrical-contractor-software/) Overall rating Based on 105 user reviews Reviews sentiment Positive 85% Neutral 11% Negative 4% Starting price $69.99 Per Feature, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Dataforma?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.dataforma.com&name=Dataforma) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Dataforma 4.3 (105) VS. [### AutoCAD](https://www.capterra.com/p/265024/AutoCAD/) [4.7 (3,211)](https://www.capterra.com/p/265024/AutoCAD/reviews/) Starting Price $69.99 Per Feature, Per Month Starting Price $250 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (105) Ease Of Use 4.1 (3,207) Value For Money 4.0 (83) Value For Money 4.2 (2,487) Customer Service 4.6 (100) Customer Service 4.2 (2,366) ## Dataforma alternatives [Jobber](https://www.capterra.com/p/127994/Jobber/) [4.6 (1,468)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Contractor Foreman](https://www.capterra.com/p/166113/Contractor-Foreman/) [4.5 (835)](https://www.capterra.com/p/166113/Contractor-Foreman/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [FOUNDATION](https://www.capterra.com/p/2032/FOUNDATION/) [4.3 (396)](https://www.capterra.com/p/2032/FOUNDATION/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Revit](https://www.capterra.com/p/265023/Revit/) [4.6 (482)](https://www.capterra.com/p/265023/Revit/reviews/) Starting price $365.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/130599/Dataforma/alternatives/) ## FAQs about Dataforma Overview ### Which roles and teams benefit most from Dataforma? Dataforma is most used by office managers, operations teams, and company leaders who need centralized control over service, project, and administrative workflows. Project managers and estimators rely on it to track jobs, proposals, and schedules, while finance and executive roles use it for billing visibility, reporting, and business oversight. Answer based on 96 reviews Overview ### What company size and specific industries is Dataforma built for? Dataforma is designed for commercial contractors and businesses in the roofing, HVAC, electrical, plumbing, restoration, and construction trades. It is suited for companies in these field service and trade industries that need support managing workflow, expenses, contacts, and related operations. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Dataforma? Dataforma includes core project tracking and work order management, plus CRM records for buildings, customers, and service history. Reviewers also focus on document management, custom building templates, scheduling and calendar management, and the mobile app for field updates, photo capture, and real-time information access across office and field teams. Answer based on 29 reviews Integrations ### Which third-party tools and platforms does Dataforma integrate with? Dataforma integrates with FollowUp CRM, Gmail, Microsoft Outlook, QuickBooks Online, and Stripe. These connections cover CRM, email, accounting, and payments, giving teams access to core business tools within one platform. Answer based on 5 reviews Getting Started and Support ### How easy is it to onboard and train a team on Dataforma? Dataforma offers in-person training, live online sessions, webinars, documentation, and videos. Field technicians and basic users often get comfortable quickly, especially with mobile workflows. Admins, accounting-related users, and teams facing interface changes usually need more time, hands-on guidance, and follow-up support to adopt the system consistently. Answer based on 16 reviews Getting Started and Support ### What customer support options does Dataforma offer, and how do users rate the experience? Dataforma offers email/help desk, FAQ/forum, knowledge base, phone support, and 24/7 live representatives. Users often describe support as responsive, friendly, knowledgeable, and helpful during setup and training, but some report inconsistent follow-through, unreturned calls, and difficulty getting issues resolved when bugs or mobile app problems arise. Answer based on 27 reviews Features and Usability ### How well does Dataforma handle project tracking? Dataforma keeps project, work order, bid, and building details in one place, which helps teams track jobs clearly. Roofing contractors, service departments, and field teams value its visibility, reporting, and recordkeeping, though some users mention extra steps, weaker lead pipeline tools, and occasional double entry in connected workflows. Answer based on 29 reviews Features and Usability ### Is Dataforma easy to use? Dataforma becomes easier after setup and training, but new users often face a noticeable learning curve at first. Office staff, project managers, and field teams like the broad functionality and support resources, while some find the interface clunky, navigation inconsistent, and certain tasks harder than they should be. Answer based on 23 reviews Features and Usability ### How easy is it to create building templates in Dataforma? Dataforma supports template and document customization, but many teams find setup slower and less self-service than expected. Small contractors and lean admin teams often struggle with formatting time, added steps, and paid help for custom templates, while larger operations value the flexibility once workflows, records, and building data are configured. Answer based on 23 reviews ## Features AI summary Based on 536 Roofing reviews Capterra data shows that buyers of roofing software rank the following features as their top priorities: - **CRM** (**58%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**62%**) - **Quotes/Estimates** (**64%**) Dataforma supports all three of the features reviewers value most: **CRM**, **Billing & Invoicing**, and **Quotes/Estimates**. Together, these capabilities help roofing businesses manage customer relationships, create accurate estimates, and handle invoicing in one system, allowing teams to stay organized from the first customer inquiry through final payment. Billing & Invoicing 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Quotes/Estimates 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Scheduling 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Mobile Access 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Work Order Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Creating, assign, and track jobs and/or tasks for work orders Dispatch Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage sending personnel and resources to a site as needed Dataforma 37 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - API: Application programming interface that allows for integration with other systems/databases - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Commercial: Specialized for organizations who focus on commercial projects and processes - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contract/License Management: Track, store, and access client contracts or licenses - Cost Estimating: Forecast the cost and resources required to complete a project - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customer Portal: A website or login for customers to access information - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Signature: Digitally sign online documents - For Solar Companies: Serves solar industry - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Job Management: Manage and track all job information and associated tasks - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Photo Capture: Capture photos for any type of use case - Project Tracking: Monitor the progress of projects from start to finish - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Routing: Plan daily routes to optimize employee scheduling and provide directions - Scheduling: Plan availability and assign specific time slots for tasks and resources - Service History: Track work performed and resources used for past customers, sites, or assets - Solar Design: 3D design and modeling tool used to create solar/photovoltaic (PV) installation proposals - Subcontractor Monitoring: Ensure subcontractors are working safely on client sites and document audits/inspections for reference. - Technician Management: Oversee technicians and track their assigned work orders - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders --- Get Advice We can help you find the software with the features you need. Features 4.0 (105) 4.0 Based on 105 reviews ## Pricing Value for money 4.0 (83) Free Trial Basic $69.99 Per Feature,Per Month Value for money 4.0 (83) 4.0 Based on 83 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ FollowUp CRM](https://www.capterra.com/p/137381/FollowUp-Power/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (100) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (100) 4.6 Based on 100 reviews ## User reviews Overall rating 4.3 Based on 105 reviews Filter by rating 5(54) 4(34) 3(13) 2(3) 1(1) Mentioned topic Sorted by most recent MB Michael B. Safety Coordinator Construction ### "Don’t Dataforma " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 October 11, 2024 From the start I was not a fan of this app. It just didn’t function easily and was very difficult for employees to use Pros The amount of data is can collect, in the 2+ years I used Dataforma I couldn’t find much about the app or desktop version I liked or was easy to use. Cons Poor customer support, not intuitive, price Alternatives considered [RAKEN](https://www.capterra.com/p/153591/RAKEN/) Reasons for choosing Dataforma I didn’t choose. We recently moved 3/4 of our company away from Dataforma to Raken Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SD Stacy D. Office Admin HR Construction ### "Dataforma is very useful for our Service Departments" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 19, 2024 Implementation and Training was a great experience. \[sensitive content hidden\] was extremely helpful in getting everyone trained and continues to be an available resource for questions. Pros Ability to schedule tickets for employees in field- ease of creating invoice at completion of job. Helps to organize and manage clients and work completed at each business location Cons Could be a little more user friendly in crating relationships between buildings/customers and companies. Once initial set up is complete of each company it becomes much easier to create work orders. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JE Joshua E. Partner Construction ### "Simply easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 28, 2022 Pros It's a mobile-friendly solution easy for any field service team to use. Cons The UI is a little dated, but the platform runs so smoothly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JJ Jay J. Estimator Construction ### "All in One Project Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 2, 2021 Pros Dataforma allows you to track work on long term projects and quick projects (work orders) with ease. It is very similar to other products out there but Dataforma allows you to build invoices directly from the work order that the field personnel create. This drastically cuts down on double entry and eliminates errors from double entry. Cons The overall size and complexity of the software is daunting at first. Once you play around with all of the features, you begin to understand how everything is tied together and is dependent on each other. Switched from [Procore](https://www.capterra.com/p/56250/Procore/) The ability to create invoices directly from work orders in the field. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CC Chad C. Estimating Manager Construction ### "Dataforma Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 18, 2020 it is great for data storage. It is takin a while to get everyone on board but if we can get there it will be great for use in the future Pros Makes it easy to find information on any job, customer, business or contacts that we have worked with from anywhere. Cons With so many users entering information, things tend to be duplicated on accident. It would be great if it somehow could figure it out an notify you of things that may be the same Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SA scott A. project manager / Estimator Construction ### "Excellent use for office and field" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 4, 2020 Keeps track of all important information Pros Easy to navigate and locate information for current and past jobs. The line of communication works well with our field crew Cons no issues, it benefits our company in daily use and helps us be effeciant!!!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CW Carol W. Front Desk/Administrative/DF Super User l Construction ### "Best Customer Service in the Industry!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 29, 2020 Terrific experience - their Customer Service is OUTSTANDING!! Pros Ease of use, flexible, multiple ways to get to the same end. Cons Not a thing! This program is awesome!!!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BW Betty W. Office Admin Construction ### "Great Business Management Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 28, 2020 I have used Dataforma since 2012 and it has been a great tool for me in Payroll and accounting. It is effective in tracking all labor hours and cost that we need to track whether for Production or Service. Billing is a breeze and if I have questions, the people at Dataforma are superb in answering any questions I might have. Working with these professionals always makes my job go easier. I would recommend Dataforma for any company that is looking for a great web-based business management system. Pros Once you learn it, it is quite east to Navigate. Cons It is a great tool for managing business. Nothing really. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PS Paulo S. President Construction ### "Great OPS Software/APP" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 28, 2020 Great experience, highly recommend this software for those in the Service industry. Pros We run all our operations in Dataforma. It has been our system for 12 years and we have great success. Cons It will be great to have a Sales Module to track leads and opportunities separately. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KB Kim B. Vice President Construction ### "User Friendly & Robust Software" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 27, 2020 I have been using Dataforma daily for 8 years. I have to train new users and it is always the easiest part of training a new employee due to the ease of use. Dataforma is always helpful and quick to respond when you have an issue or need to add a new user. Pros Ease of use and the fact that it can do just about everything we need it to do. Cons Unfortunately, two separate customers can not duplicate information. There is double entry. But, the reason you can not makes sense as all the building ID's would have to match. The API's that they are building should help. Reasons for choosing Dataforma There aren't any other software systems that can handle our volume. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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