# Page 2 | Dataforma Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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: https://www.capterra.com/p/130599/Dataforma/reviews --- 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 March 13th, 2026 # Page 2 - Reviews of Dataforma ## Showing most helpful reviews Showing 26-50 of 105 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MB Michael B. Safety Coordinator Construction Used the software for: 1-2 years ### "Don’t Dataforma " October 11, 2024 2.0 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/) Reason for choosing Dataforma I didn’t choose. We recently moved 3/4 of our company away from Dataforma to Raken Review Source Michelle B. Service Manager Construction Used the software for: 2+ years ### "I've used DataForma for a little over 11 years and wouldn't consider another program." April 20, 2018 5.0 Offsite access to all our info no matter where I am vs. where my teams are working. I don't have to be in the office to help, access info or make WO's while I am away from my desk. Pros Specific for the roofing industry. No need to change things to make it work for us. Things that don't work for me are customizable so they do. Listens to what customers say and grows utilizing user feedback. Cons I honestly have nothing negative to say about the program. Anything we don't like or would like to see added or changed can be discussed and considered. Most requests are implemented over time. Review Source RR Rudy R. President Construction Used the software for: 2+ years ### "Dataforma review" September 26, 2019 5.0 We have solved scheduling and billing issues. we feel better moving forward with a consultant helping us untap the power of the machine by simply dividing the work load to 4 major functions so that each function can master its use. Pros the ability to track every aspect of your business Cons to many clicks to enter basic info. needs to be designed/ organized by a roofer and not a computer engineer. Dataformas on-boarding staff did a poor job in follow up. It would have been nice to have a consultant that we have found that understood the users need and could assist you with gaining more useful / practical help from the system. Reason for choosing Dataforma at the time we liked the salesman more. Had i known he would be leaving the company shortly after our purchase we would have chosen FCS. Review Source VR Verified Reviewer Marketing Director Construction Used the software for: 2+ years ### "I have been using Dataforma for over 5+ years and still getting use to it. " April 23, 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 TW Tiffany W. Service Coordinator Construction Used the software for: 2+ years ### "Review of Dataforma" September 23, 2019 3.0 It is working for our service dept but not as functional as I had hoped. Pros The ability to save important customer information to the cloud and access remotely. Cons The software is not user friendly and is very detailed. It takes new users a long time to understand how to input new information correctly. The way things are broken apart-building, company, customer, etc is too much. It makes it very difficult to make changes to companies as a whole. The additional cost for templates is unfair at best. Reason for choosing Dataforma Many other products. We thought its detail would be beneficial, but it has proved to be cumbersome . Switched from [Act!](https://www.capterra.com/p/175860/Act/) We needed the service/maintenance capabilities. Review Source tD tracey D. VP Service Construction Used the software for: 2+ years ### "A great tool for roofers." January 22, 2020 5.0 Dataforma has been one the biggest reasons I have been able to grow my service department from 4 to 23 trucks. The software enables KPost to keep all our previous, current and proposed work organized, while the app allows my technicians in the field to process their work orders easily which allows our staff to bill faster. The analytics and reports I can produce with Dataforma gives me the information and data to know where my strengths and weaknesses are throughout my business. Allowing me plan for the future and train away errors. With Dataforma, I can read the future. Pros Ease of use to keep everything organized and sorted. Cons No mapping feature to locate defeciences on a map. Alternatives considered [FollowUp CRM](https://www.capterra.com/p/137381/FollowUp-Power/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Dataforma Reporting, ease of use, customization Review Source MG Molly G. Office Manager Construction Used the software for: 2+ years ### "Comphrensive CRM and project solution" January 22, 2019 4.0 Great tool for lead/project tracking, holding sales reps accountable to run leads and enter bids, and having all pertinent project information in one place that everyone can easily see. Industry specific, so not a whole lot of customization needed. Dataforma can customize almost any template to export your data. The price is super affordable for what they offer. If full accounting software was ready, it would be even better. Right now, there's a lot of double entry, but hoping that integrating Dataforma accounting with the current CRM will make things more efficient soon! Pros Scheduling capabilities Reporting functionality User-friendly Field app Document Solution Accessible Remotely Cons Full accounting functionality not available yet, resulting in double entry of projects in Dataforma and other accounting software Bulky-- have to enter information for projects in multiple places (buildings, contacts, etc...once it's all there, it's a great tool) Review Source LG Lisa G. Office Manager Construction Used the software for: 2+ years ### "All In One System" September 17, 2019 5.0 Dataforma helped us get control over the entire process. It helped to streamline what it takes to go full circle. Keeps everyone in the know and has been a lifesaver in regards to being able to jump in anytime anywhere. Pros I love the library and being able to customize reports with photos and captions. Cons Feels like some things can be a bit repetitive Reason for choosing Dataforma Dataforma seemed to have all the bells and whistles needed to go full circle and cut down on countless spreadsheets. Review Source Dan D. WE Care Manager Construction Used the software for: 1-2 years ### "It works if you make it work for you" September 17, 2019 5.0 We needed a way to track where we have been with roofing repairs in the past and where money is being spent by our clients. The software allows for reports to be built extremely quickly and with the cloud integration adding photos to repair invoices is very simple. Pros The software is very powerful and useful once the foundation is built and then added to over time. If you want the software to really be productive historical input is key. Cons It can be a little repetitive when adding new information but this is because of checks and balances. Review Source JH Jeannette H. Controller / General manager Used the software for: 2+ years ### "Overall this system has improved our service scheduling tasks by leaps and bounds." April 23, 2018 5.0 Pros We use this software for our roofing service department. It is very easy to enter work orders. The dashboard is customizable to show you what you need at a glance. Our field crews get their work orders thru the DataForma app. We can change their scheduled calls in real time. It is easy to drill down work order history from a customer to a building address to an exact apartment or suite number. Trainers and customer support are very knowledgeable. The system rarely has downtime. Cons Reports aren't customizable until you export them. My experience is that I have had to export columns and columns of data I didn't want only to delete those columns in excel to get to the 3 to 5 columns of data I actually wanted. The system is not capable of pulling an AR aging to verify Balance Sheet AR totals. This is not an accounting system even though you can invoice directly from the system. Review Source DK Doug K. President Construction Used the software for: 2+ years ### "You need Dataforma!" January 21, 2020 5.0 We could not run our business operation without Dataforma. Pros We have been using Dataforma since 2006. In 2005 I thought it was interesting but decided to stick to our paper processes. After starting to use this everyone, and I mean everyone in our office agrees that business life without DF would be like going back to the dark ages. It is comprehensive yet easy to learn. We have never dealt with software support as good as they are. We use it for our service business, project management and customer management. Because it is cloud based it is constantly evolving. Don't miss the mobile APP for outside workers and the client portal for customers. Cons Not much. Waiting for accounting. Review Source JD Jeannie D. Used the software for: ### "" August 11, 2011 5.0 Our company specializes in commercial flat roofing. Customer service and satisfaction are our primary goals with any roofing project. We struggled for years to create a database that would be at our "fingertips" so we could easily contact our customers. We were using Quickbooks for our accounting and customer database. As our company began to grow, we really needed a database that tied all our contacts and their properties together in one "easy to access" area. A lead gen company put us in touch with a sales rep from Dataforma, and an appointment was scheduled. Scott came in to talk with us regarding Dataforma. Needless to say, Dataforma was exactly what we needed! We were ready to get started - "Where do we sign?!" Shortly after signing our agreement, Mike came to our office for "Dataforma training". We were pleasantly surprised how informative the training session was, and how easily the system flowed. Of course, we couldn't take in all the functionality of Dataforma at that time; however, the basic program was easily learned and implemented. Practice makes perfect - so the more comfortable we all became with the system, the better the information input. Mike would check on us every week or so to see if we had any questions. He could even check our input from his computer. The customer support is wonderful. Any time I have called in, someone always answers the phone and has answered my questions immediately. The system has been a wonderful asset to our company. From lead sheets to projects and work orders, all the information we need regarding a particular customer is just a click away! The Dataforma seminar in Baltimore last fall was so informative. My co-workers and I quickly learned that we were not utilizing half of the capabilities of the Dataforma system. We came away with a new perspective and understanding of Dataforma. Dataforma is always looking for input and suggestions to improve their system. They have a background in the roofing industry, which is a plus for us. Dataforma has minimized data entry and maximized the tracking of each project to give an overall view of the profitability and performance of our company. I would highly recommend Dataforma to everyone! Review Source BF Ben F. President Used the software for: 2+ years ### "We've been with DataForma for a few years now. " April 18, 2018 3.0 Having access to our business' information. Pros As an owner, it's great to have information on all of the projects in your company at literally, your fingertips. Being able to access projects and information is what I like most. Cons It's klunky and unfriendly. We've been using DF for a few years now and we still feel that we're only utilizing 50-70% of the software correctly. We have a lot of project managers and sales people and it is difficult to train. I wish the software would prompt the user more rather than expect the user to know how to navigate. I think that projects and work orders should be easier to seperate. I think that you should be able to access more of the software from your phone, our project managers are in the field 80% of the day and having to go back to their computer to input information or access information like the schedule is daunting. Review Source JJ Jay J. Estimator Construction Used the software for: Less than 6 months ### "All in One Project Management" December 2, 2021 5.0 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 KN Kyle N. Director of Business Developement Construction Used the software for: 6-12 months ### "Dataforma for Roofing Companies" April 20, 2017 4.0 Having had extensive experience with several CRM programs designed specifically for the Roofing Industry over the past 13 years, I have been working with DataForm for the first time over the past year. We have considered leaving them for more functional software better designed for our industry, but with all the information they hold for us, we are still sticking it out. Actually, I am realizing that most of the reasons our company is not happy with it, is because they are only utilizing a fraction of what it is capable of doing. Not only that, but over the past year, they have added an entire envelope of new account management features that improve the front end and follow up account management practices that had been previously lacking. Why are there 3 different ways to do just about everything? Why does it matter so much if you click a notebook icon versus a notebook title when they should be a single movement? These are the things that can be frustrating to a new user, but once learned, this program can do a great deal - a true all-in-one package - for you business. It has been around a bit longer than most, so it is understandable for there to be room for improvement in ease of application. Pros How much information you can put within it, and how many different aspects of your business it can apply to. Cons Easy of operation....or should I say, lack thereof Review Source AH Adrian H. Estimator Construction Used the software for: 2+ years ### "Perfect for Construction Services" January 21, 2020 5.0 Dataforma is THE business management tool for the construction industry. The software allows the user to collect and retrieve any piece of information needed to serve the customer. Pros Easy to use! There are many business management software options but many of them are convoluted and leaves users unsure of how to output the data they need to effectively service the customer. Dataforma breaks down the business into modules which makes it easy for the users to get all the information they need to provide impeccable customer service. Cons I cannot think of one aspect within the software which doesn't make my life easy; it really is that great! Review Source LS Lisa S. Production Data Manager Construction Used the software for: 2+ years ### "For better or worse." September 17, 2019 4.0 Pros Ability to track Bids, Projects, Work Orders, Change Orders, Hours, Employee information. Cons Reporting function. Must pay for downloads/templates to be created, no templates to choose from. Lack of ability to track employee training records. Cost of use changed from unlimited users to a pay by user basis after we had been signed up for several years. We are no longer able to pull hours out the way we used to which caused hours of lost time on our end in order to develop a new system. No ability to track quanities of product installed. No ability to view plan pages on the mobile app. Review Source TT Tyler T. Project Manager/Estimator Construction Used the software for: 2+ years ### "We use Dataforma for all of our server needs from work orders to bid calendars and document storage." May 16, 2017 5.0 The software allows for a streamlined method of access to the files we need on a daily, weekly, and monthly basis. It allows for members of our team to access data and information while on the go and away from the office via the server and the mobile app. The compilation of activities and calendars is a great tool to enhance productivity and manipulate communication obstacles to better address the solutions for them. The software is a tremendous tool for coordination with field technicians as well as office staff members. Pros DataForma is a great tool for organization of individual jobs/projects/buildings/etc... It compiles all contacts and pertinent documents in one accessible area. Cons Sometimes, as with all software for this type of use, it can become bogged down with too much information and things can get lost. Typically they are easy to recover, but it's still possible to lose information. Review Source KB Kim B. Vice President Construction Used the software for: 2+ years ### "User Friendly & Robust Software" January 27, 2020 4.0 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. Reason for choosing Dataforma There aren't any other software systems that can handle our volume. Review Source KI Karissa I. Service Coordinator Construction Used the software for: 1-2 years ### "Dataforma has helped the chaos of our business become more efficient and standardized. " April 18, 2018 5.0 Real time information from our men in the field Creating and implementing our roof inspection reports - this cut down 80% of the time I used to spend doing this. Being able to answer to our clients how many times we have been on a job site Having access to all documents relating to a building at my fingertips We are currently utilizing the webinar videos for a new hire and I am so very thankful for those as I am not the best at training Capturing and following leads from cradle to grave Pros It is not only a big filing cabinet but we are able to see everything in real time. It is also very helpful to see the progress each person makes through a sale. We have been able to capitalize on many more opportunities. Cons The one difficulty we have had which is also a blessing in a way is that there are numerous ways to do one thing. I have had to create a system for everyone in our office to follow by due to the numerous amount of different ways to enter something in. Review Source MP Marcella P. Commercial Coordinator Construction Used the software for: 1-2 years ### "Dataforma is the KEY to organization!" September 17, 2019 5.0 The experience has been trial and error - but the outcome was worth it. The training course we paid for I felt should have been done later. It is too hard to learn every detail of the program when first being introduced to it. Customer support was fantastic - but we just had SO many questions about simple operations. Pros The flexibility in combining levels of information between Company, Contact and Building. The Work Order / Field Ticket app that simplifies sending reports to clients. Cons The inability to create custom templates without having to go thru the company and paying additional for these. Review Source SH Stacey H. Administrative Manager Construction Used the software for: 2+ years ### "Provides efficient tracking of our service calls." April 18, 2018 4.0 It review was easy to navigate through. Pros The software does a great job of allowing us to keep all records (service calls, maintenance calls and pictures) tied to a particular location together. This gives us a running history of when were at a location and what we did on each visit. Cons The difficulty with creating/printing/exporting reports. All reports are canned and export every item in the module. If you want to customize a report, you have to work through the Help/Customer Service team to have them generate a custom report. I would prefer to be able to select which details I want in a report and then be able to export it. Review Source jP jean P. CEO Construction Used the software for: 2+ years ### "Expect the Unexpected" September 18, 2019 3.0 Loved it when we first got it. I wish the base program was available without them adding the accounting. Looking at other alternatives. Pros Works great for our Service Department for scheduling, work orders and invoicing. Cons Since the addition of Accounting to the "Base" Software that we purchased screens keep changing. We are not going to use the accounting and it makes everything we do with it more difficult. Hard for field employees to master. Review Source Tanya Nikki T. Organization Development Specialist Construction Used the software for: 6-12 months ### "Streamlined Processes" September 26, 2019 5.0 Pros It has allowed for a lot of transparency about what people are doing and allows for everyone to be on the same page for the different work orders and projects that we have going on at one time. Cons Not very user friendly in the beginning, the learning curve is steep however, training and customer service is great to help out with issues. Review Source CN Cambre N. Office assistant Construction Used the software for: 2+ years ### "If you do a lot of workorders use this system" September 23, 2019 2.0 Pros Workorders! They are super slick and the system walks everyone through it with out any issues. Customer service is awesome as well. They are always there to walk you through any issues. Cons Projects! The project side is clunky and you really have to know the ins and outs of the system to get it through it. Also setting up new users can be a process and takes some time to get the hang of. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.