--- title: "Dataforma Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Dataforma the right Roofing solution for you? Explore 105 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/130599/Dataforma/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-21" --- Dataforma 4.3 (105) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 21st, 2026 # Reviews of Dataforma Ease of use 3.9 Customer Service 4.6 ## Pros and Cons in Reviews JJ Jay J EstimatorConstruction, 51 - 200 employeesUsed the software for: Less than 6 months. “This drastically cuts down on double entry and eliminates errors from double entry.“ December 2, 2021 ## Showing most helpful reviews Showing 1-25 of 105 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Project Manager Used the software for: Less than 1 year ### "Our company has really benefited from implementing Dataforma into our daily operations" April 24, 2018 5.0 Pros We are just starting to implement the software but have really made use of the scheduling features in our service department. Cons I am not a huge fan of the system opening a new browser window with every click but I am getting used to it. Review Source R Reviewer Service Department Manager/VP Used the software for: 3-5 years ### "Dataforma Review" September 18, 2019 5.0 It has been a great experience. It has actually streamlined our side (Service) of the business and allows us to invoice quickly and get info to our customers in a timely manner. DF was able to patch into our accounting system which is very helpful. Pros I love the convenience of the program. I can pull information within seconds. Also the calendar is great as well. You can do so much through the calendar. The mobile app is easy for our techs to use so we are getting real time information that can be passed to the customer. In addition, we can do inspection reports while the techs are on site and send to the customer and even get approval and start to process of the repairs. I also like that a customer gets the photos and that has made a big difference with our customers. They typically don't go on the roof and to send photos to them helps them to see what work was performed and that builds trust with the customers. Cons I believe the biggest con would be the new changes. Some of the changes make our part of what we use in the system more difficult. I wish there would of been a little more time spent on the training with some of the changes. The "employee" portion seems to be the most difficult since we aren't using DF to do payroll, there are extra steps now. Something else that is a "con" is the credit memo process. They show up as "paid in full" and that can be difficult to follow. It would be nice if they showed up as a credit memo. Review Source VR Verified Reviewer Marketing Director Used the software for: 3-5 years ### "I have been using Dataforma for over 5+ years and still getting use to it. " April 24, 2018 3.0 You are able to log online to the software. Pros The thing I like most about the software is that I am able to log into the software online. This is great since I typically work remotely and/or on the field. Cons The thing I like least is the layout. Since I am typically work remotely and/or on the field, I need to get info fast and wish I didn't have to click on too many tabs to get my info. It would be nice if there is away to save favorite tabs and get info quickly that way. Review Source R Reviewer Office Admin HR Used the software for: Less than 1 year ### "Dataforma is very useful for our Service Departments" August 22, 2024 5.0 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 R Reviewer Maintenance Department Administrator Used the software for: 3-5 years ### "No Comparison - Best Overall" October 1, 2019 5.0 I have worked with DataForma in varying capacities since 2007. I have also worked with other "online based" contractor systems and hands-down DataForma is the easiest, all-inclusive, best value system I have used. DataForma is built for roofing contractors and when used it just cannot be beat. The functionality is amazing, and the continued growth and development keeps up with technology and the demands of roofing contractors. The complete history kept in easy access. Pros The way DataForma links everything together is amazing. To be able to know one solid piece of information and search other relationships back from that point to find what you need is amazing!! But then that does not say enough about document storage, ease of access and use, and the 1-point location for finding everything you need at your fingertips. Cons There are a few things that could use some tweaking. The Leads module - while we use it as a good tool it would be great to be able to transition a lead to a Work Order without having to re-enter the information. It would also be nice when using the search function to be able to click on the headings and sort by that heading. Review Source R Reviewer Sales Director Used the software for: Less than 1 year ### "Highly recommend - Excellent CRM system" September 19, 2019 5.0 Excellent. Especially the customer service. this system is big and diverse and has a lot of functionality. I am not the most tech savvy person, so being able to talk with a live customer service rep exactly when I need to makes whatever price you charge worth every penny. Pros Until we procured Dataforma, we were limited in our growth. We could not get past a limited amount of customers because we did not have a system to manage them effectively. Since we partnered with Dataforma our service department has double in size. We are sleekly, more efficient and uniformed. We are able to communicate with our customers effectively and in a timely manner all through Dataforma Cons I do not like the pop-up viewing function of the pictures input into dataforma, it is clunky and inefficient. there needs to be a faster way to view pictures without exporting them. I have to remove pictures all the time and trying to see them before deciding which to include in the invoice is cumbersome and it doesn't seem to be as efficient as all the other functionality. Review Source VR Verified Reviewer Estimator/Project Manager Used the software for: 3-5 years ### "Money Maker" April 18, 2018 4.0 Saved time billing work orders. Gained better knowledge of service calls in real time and our customers have access to all of their building service calls and project info at their fingertips. Pros If I forget to file a work order it isn't lost. It is in the system and I know that I will be able to bill for it a month or two or even a year after I complete the work. Cons The mobile app needs more features. I would like the mobile app to work more like the web browser but more like an app. Review Source Verified Reviewer Project Manager Used the software for: 3-5 years ### "Great, but lacking" November 30, 2018 4.0 Dataforma overall has provided a positive impact in our organization. It does take an internal champion to get everyone on board, and as with any software, you get out what you put it. Pros The ability to upload information from the field using a mobile device. Having complete building work history available including warranties, previous repairs, projects, and invoices. Cons No option for customers to report work through a mobile app. Lacking some of the bells and whistles that competitors offer. Review Source VR Verified Reviewer Estimator/Project Manager Used the software for: 3-5 years ### "Dataforma for Roofing" November 26, 2018 4.0 We are starting to use more of the features with Dataforma. We like the ease of tracking estimates with the different databases Pros Using this software has allowed us to keep our service department running smoothly. It makes looking for contact information and a full history of service dates easily accessible. Cons Allowing our customers access to their history does not seem to flow smoothly Review Source VR Verified Reviewer Chief Financial Officer Used the software for: 3-5 years ### "We use Dataforma primarily for work orders and billings and collections." April 19, 2018 4.0 Pros The software is easy to learn and use. It easily creates billings and tracks collections. Will also track open work orders. Cons Until you really understand how to run reports it may seem confusing at first. Once trained on reports and queries it is an easy and useful tool. Review Source R Reviewer Sales Admin. Used the software for: 3-5 years ### "Anytime I need help I just call and I always get my question answered on the first try." April 19, 2018 5.0 The biggest benefit is being able to see everything we have done since we have been in business without looking thru a filling cabinet Pros Stores all my information for jobs and helps me keep track of them, you can run reports on just about anything you would every need, at anytime I can see how much work we have done for a customer (no more looking thru years of files), they are always adding new details and upgrades to make the program faster and easier to use, the app is great for the field techs, it emanates a lot of paperwork, I can do my work from anywhere as long as I have a computer or table Cons Sometimes a work order gets opened on a wrong build and I would like to be able to move it to the correct building instead of closing it out and opening a new work order Review Source R Reviewer Controller Used the software for: 3-5 years ### "Review" September 19, 2019 3.0 Up until this past year I didn't really have too many complaints about the software. Now that Dataforma is trying to integrate accounting software, there are many issues. I don't have confidence that modules will work correctly. They should have stuck to what they were doing well. Pros The tracking of work at specific buildings regardless of who owns the building, what type of work, etc Cons Since the update this past spring, the software is lacking. Information doesn't update and a lot of manual updating has to take place. Review Source R Reviewer Exexutive Administrator Used the software for: 3-5 years ### "Dataforma in need of updating" September 19, 2019 3.0 Benefits are large database for storing and organizing job specific/detailed information. Pros that it is able to maintain detailed project information Cons the program itself is not a simple program, report functions are poor, use for field tech poor. Would like the ability to easily track and monitor and pipeline leads with ease and use of todays documents and formats. Review Source R Reviewer President Used the software for: 3-5 years ### "Review of Dataforma usage for our company" September 26, 2019 4.0 We are generally happy with the abilities and features. Pros Client/portal access. Photos automatically get applied to reports if in the correct folder Cons Glitches daily. Unable to load photos many times through the app on the phone. Difficulty when creating customers/companies with the new changes. Review Source R Reviewer Office Manager Used the software for: 3-5 years ### "Works for Workorders, not great on the project side" September 26, 2019 3.0 Pros Workorder side is great. Super slick and users in the field can understand the app as well. Cons Project side is clucky. Also do not like that it is not compatible with any other software systems. They would like for the system to be all inclusive but the new accounting software adds more steps to the process and is not very helpful. Review Source R Reviewer President Used the software for: 3-5 years ### "Great OPS Software/APP" January 30, 2020 5.0 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 R Reviewer Controller Used the software for: 3-5 years ### "Due to the amount of info that can be input I find many items get missed in data entry." April 18, 2018 4.0 Data consolidation was key for this software. In the past we had a lot of information stored in multiple places and it became a daunting task to bring everything together to report to clients and management. Pros The amount of information that can be held by the software and in turn reported on makes it easy to pick and choose what we can show our clients, or management. Cons Some of the fields are a little bit of overkill and unnecessary, and just adds to the confusion when entering data. Review Source R Reviewer Head Coach Used the software for: 3-5 years ### "Dataforma Review" September 18, 2019 4.0 Great experience, don't feel DF is adapting or modernizing colored to new competition Pros Initial industry CRM LEADER Great Industry Partner Closed system Former Roofer designed Roofer system Cons Not designed for larger contractors Closed systems -needs to be API FRIENDLY Not connected through MS OUTLOOK CLUNKY to navigate Focused on accounting not basic core competencies Review Source R Reviewer CFO Used the software for: Less than 1 year ### "The system has helped us to more efficiently mange our projects and track work orders. " April 23, 2018 4.0 Pros It has solved many of the issues we used to experience managing the different jobs. We can now collaborate and communicate more effectively with sales personnel and service technicians from the features on the mobile app. Having the ability to change statuses, enter notes and upload pictures from the field has dramatically reduced the number of phone calls we had to make in the past. There are still a number of features we have not implemented as yet but so far we are happy with the functionality. Cons The software does not have a full accounting platform so the invoices have to be migrated to our accounting program which sometimes experience issues with the transfer. Review Source Eric L. Owner Used the software for: 3-5 years ### "DF Review" September 19, 2019 4.0 Pros The work order app. Record keeping for all work completed on each building. Cons Does not have estimating ability. Does not communicate directly with Quickbooks. Review Source R Reviewer Owner Used the software for: 3-5 years ### "It is an integral part of our business and critical to capturing cost and maximizing efficiency." April 18, 2018 5.0 Pros The mobile platform allows me to redirect crews on the fly and collects all their pictures and work notes effortlessly. Cons Some tasks require too many clicks and pages to accomplish simple tasks. Customization of forms and checklists is not very easy and requires support. Have to track maintenance contracts separately in a spreadsheet. Review Source R Reviewer President Used the software for: 3-5 years ### "Poor Client Service" February 15, 2017 1.0 Started using the Data-Forma system in 2009/2010. In a lot of ways it helped us track our work orders, provide clients with an easier way to share info versus a DropBox or related service. However, all the benefits of the service have been lost by failures in customer service, addressing customer concerns and simply even returning a phone call. Like all vendors in the construction industry, they make all kinds of promises to get a sale and are very attentive until they get your check. Then it's on to the next sale and you are old news. Pros Easy to learn. Cons Needs to allow you to complete windows before updating after every entry. Boggs down, kicks you off too often requiring you log back in, sometimes several times in a day. Poor customer service, lack of follow through, privacy concerns. Review Source R Reviewer payroll/ops Used the software for: 3-5 years ### "DataForma has been great for our company - easy to use." April 24, 2018 5.0 Has been very easy to use and keep track of current and previous jobs weve had as well as customers. Pros Dataforma stores all the necessary data we need. Its easy to use and functionally for everyone in the office and even the field. Cons Some changes that have been made to certain areas have made it a little more confusing than it was before. Review Source R Reviewer Roof Maintenance Manager Used the software for: 3-5 years ### "Great CRM product for a roofing company." January 19, 2018 5.0 Pros It is great to have all the history of a building in one easy to find section. Logs all change orders. PO system. The correspondence is great how it works with outlook. Cons It does not link the reported to on work orders to the contact so that you can see the history of what they have reported. Review Source R Reviewer Manager Used the software for: 3-5 years ### "Dataforma has been a valuable addition to our office." April 26, 2018 4.0 Pros Using the mobile app to send information to our field technicians. Access to historical information for past projects and buildings. Cons Still working on adapting our current workflow to match the software processes - formatting of templates can be time consuming. 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