# Page 3 | Dataforma Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Dataforma ## Showing most helpful reviews Showing 51-75 of 105 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CT Cara T. Marketing Manager Construction Used the software for: 2+ years ### "DataForma has helped Streamline Many of our Internal Functions" August 17, 2017 4.0 Been using DataForma for approx 3 years. It's has become (as we have grown with it) a great tool within our company. Pros Linking/building relationships is helpful to maneuver from one platform to another under the same account, search ability, ease of use, entering data. Cons It's limitations. Limited fields to use. Custom exported reports have to be created by DataForma. Queries have to be created by DataForma. Searching limitations and information exported across platforms (i.e., trying to combine information from one platform and another at the same time - requires a special query). Review Source RL Rebecca L. Manager of Operations Used the software for: 2+ years ### "Working with dataforma has been great. Staff has helped out with recent update." April 19, 2018 5.0 Pros I like that it is web-based and can be accessed anywhere. Also, the customer service is extremely helpful. They are always there to answer any question for us. I like the ability for us to customize things specifically for our roofing company. Cons Sometimes we have issues with the website going down or not working with the internet. Also, I wish that they would provide detailed teaching sheets before they submit out the new updates. The videos are nice, but it is helpful to have sheets. Right now we make our own after it comes out. Review Source BC Brendan C. Operations Manager Construction Used the software for: 2+ years ### "Great Idea but I need more help" September 20, 2019 4.0 Pros I like that the company wants Dataforma to do all things. HR, Accounting, CRM, they have a lot of features. Cons There are so many features and to set them all up in the back end is very labor some. So much so I don't even think that I use even a fraction of the capabilities. They have webinars but it is so hard to know what to focus on. Review Source WS William S. Owner Construction Used the software for: 2+ years ### "Dataforma has transformed the flow of our business." April 24, 2018 5.0 Pros I like that it stores all the info about a job in one central place. Before we had pictures and notes scattered all over a job file, now it is in all one place. Also the history on a building is fantastic to have. Cons One of my many complaints about Dataforma is that with the expanded functionality, also comes a lot of steps. When you are a smaller contractor it make a lot of steps for one person. For example, there is no accounting functionality but a invoice must still be completed to close out a project. Review Source MM Mike M. Operations Manager Construction Used the software for: 2+ years ### "I use Dataforma daily to track and run the service department." April 17, 2018 4.0 Pros Dataforma is easy to use, it has all the functionality required to quote service jobs, track them , and then bill them when you're done. Cons Some of the reports are difficult to run and very large. if they could be set to run with one button instead of loading this and setting up that it would be easier. Review Source MA Michelle A. Owner - Administrator Used the software for: 1-2 years ### "Good software, easy transition, nice functionality. " April 17, 2018 4.0 Pros As a CRM it can manage all of your data and then some, tons of functionality and customization options. Love that it can hold and manage both residential and commercial client information on the same platform. Cons If you aren't familiar with using a CRM, it can be a bit clunky to navigate. Itss actually quite easy, just a bit of a learning curve. Some of the more desired functionalities require customization that can only be facilitated through very in-depth training and development from Dataforma in-house customer reps. Which can be a bit of a let down if those features were the ones that sold you from the pitch. Review Source CC Chad C. Estimating Manager Construction Used the software for: 1-2 years ### "Dataforma Review " February 18, 2020 5.0 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 KB Karin B. Bookkeeper Consumer Services Used the software for: 2+ years ### "Dataforma is a great program" September 23, 2019 5.0 Dataforma is used in our office as a record filing source on the buildings we service, what was done, what wasn't and what guarantees are for the building. Service logs and tags and billing. Pros Ease of use. All the info we need at our fingertips Cons No cons on this product that I can think of Review Source ER Erica R. Production Assistant Construction Used the software for: 6-12 months ### "DataForma is a great CRM " June 24, 2019 5.0 Overall, I do like DataForma. Unfortunately our company is switching to a different CRM. Pros DataForma has multiple ways to access information. I really like the relationships feature to where you can cross reference relationships associated with; EG. Contacts, Projects and buildings. Cons The photos function is not the best. The one thing that I have actually even suggested to our DataForma rep via EM is there is not an easy way to preview multiple photos at one time / with ease. Also the transferring of photos to a different location/project is not user friendly. Review Source JM Jason M. Service Manager Consumer Electronics Used the software for: 2+ years ### "Dataforma Review " September 26, 2019 4.0 Basically can run your entire company database and client files, including invoicing, all on one network. Pros Easy to use and learn. Entire team has immediate real time access to work orders. Cons Can be time consuming building relationships Review Source DL David L. President Construction Used the software for: 2+ years ### "Dataforma" September 19, 2019 5.0 Pros The Flexibility of being able to get the information I want Cons There is too much duplicate data entry when inputting new clients Reason for choosing Dataforma No per user fees Review Source BW Betty W. Office Admin Construction Used the software for: 6-12 months ### "Great Business Management Tool" January 28, 2020 5.0 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 TS Terry S. Service Manager Used the software for: 2+ years ### "Dataforma has streamlined our service department. " July 10, 2018 5.0 Pros The ability to access all of the service departments work from any computer, tablet or phone. The cloud storage of photos is also a great feature. Cons I would like the app to be set up for office use. Currently the app is designed for the field techs. If you are out of the office and need to schedule work, you will have to log in through the website. Review Source NS Nathan S. President Construction Used the software for: 2+ years ### "Dataforma is great at keeping our info in electronic file cabinets. Clunkiness is the problem." May 9, 2018 3.0 Pros The backup system and historical information that is preserved. I like the work order calendar and map interaction. Cons Not a good CRM for sales. It takes too many steps to create a correspondence, an event, or other things. When you need to do an event, all the fields are so spread out and you have to scroll down to even enter it. It just feels clunky. Review Source CW Carol W. Front Desk/Administrative/DF Super User l Construction Used the software for: 2+ years ### "Best Customer Service in the Industry!" January 29, 2020 5.0 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 JF Jaunita F. Office Manager Construction Used the software for: 1-2 years ### "I enjoy DataForma. I think I do not utilize the majority of its capabilities. " April 23, 2018 5.0 We can share files. Dataforma helps save the environment and resources because we just upload the original paper and all the office staff can look at it without using the extras that hard copies require. Pros My favorite thing about Dataforma is the ability for job files and information to be uploaded and not restricted to a paper file in a drawer in an office. Cons I cant say there is anything I like least about DataForma. It's just about getting in there and learning how to use it and being disciplined in the habit of putting stuff in there. Review Source ML Marissa L. Relationship Manager Used the software for: 2+ years ### "This system helped us get rid of thousands of pages of paper and helped track client information." April 20, 2018 4.0 Pros Easy to use and track client data. Allows us to find work history very easily for buildings, clients, etc. Cons Sometimes it feels like you have to click multiple times to do something. Like when you have to print a work order. Also, when you need to change building info you can't do a mass change you have to do each one individually. Review Source BC Brandy C. Admin. Asst Construction Used the software for: 2+ years ### "Dataforma" June 24, 2019 5.0 Pros Love the photo reports and how it's customized for our company. Cons Entering a lead takes a while, since you have contact, building and project. Review Source tM tim M. president Used the software for: 2+ years ### "works most of the time, needs some improvement." April 23, 2018 3.0 Pros good data base. Cons can't access some info from mobile app. for ex. you enter a building and you can't know who the building manager is. also frequently freezes when entering pictures in mobile app. It freezes up in other instances and we have to abandon using Dataforma and re-enter info when back in front of office computer, Review Source CM Cindy M. Office Manager Construction Used the software for: 2+ years ### "Overall Dataforma has increased our accuracy and efficiency " April 23, 2018 4.0 Dataforma has made it so much easier to track work performed, track projects assigned to sales staff, warranties etc.. Pros excellent support staff, great record keeping, offers a large selection of uses, tracks warranty very well. Cons ability to make address changes to a company that will update all buildings, wish there was greater ease at setting up users Review Source JC Johnny C. Manager Construction Used the software for: Less than 6 months ### "Hand Written work orders to 100% paperless during the first big RAIN storm of the year." November 2, 2016 5.0 We are new to using Data Forma field service. So far it has been great and very easy to use once a data base is built. The customer service has been great and we never feel rushed or that we bought a product and have been passed off. The hardest thing for us has been not going backwards and resorting back to hand written work orders and reactive behavior vs pro-active when dispatching a repair or an emergency type of call. Change is never easy but it is necessary to grow in a positive manner. This Dataforma is exactly as advertised and as the Data is provided it becomes easier to use and manage. Positive Results are immediate. Pros The ability to track everything possible about a job, customer or building is amazing. It is very easy for the field techs to use and get us the info we need so our customers get what they require in a great turn around time. The Dataforma employee who is doing our training etc has been amazing and exceeded our expectation by leaps and bounds. Cons Anything negative I have to say so far is on our companies end and accepting change without resorting back to old habbitts. Review Source AM Anson M. President Construction Used the software for: 2+ years ### "Great software!" January 23, 2020 5.0 Pros Everything at one spot, very detailed Cons A bit clumsy to navigate, seems it could be more user friendly Review Source BS Betty S. Project Coordinator Construction Used the software for: 6-12 months ### "Best purchase of 2019" September 26, 2019 4.0 Our office is more efficient and organized. We like that our crew in the field can upload pictures from the job right into the file. Pros We are more organized than ever. Easy to keep track of service and projects. Cons Not being able to see the full schedule on the mobile app Reason for choosing Dataforma Needed a product that could handle large projects that required gantt chart. Review Source dB david B. president Construction Used the software for: 2+ years ### "Very helpful system. Helps my company be more efficient" April 20, 2018 5.0 Pros I can keep track of all my roofing projects and all my service work with fewer office staff. I can update all my customer question with a touch of a button. Cons It hard to keep up with all the new features. There are so many new things happening I can't seem to utilize everthing Review Source NK Nathan K. Solar Energy Systems Construction Used the software for: 2+ years ### "Great Product, Great Value" September 18, 2019 5.0 Pros The level of customization, flexibility, and overall stability of this software has made it invaluable to our business. We can reach knowledgeable staff every time we call and the answers we receive hit the mark every time. The numerous fields and sub-categories afford tremendous flexibility that enables us to customize our input/output for reporting on pretty much any attribute that we want. The new accounting modules are also well developed. In all, the functionality has enabled us to rethink and expand the analysis of many aspects of our business while maintaining close control over scheduling and operational demands at the same time. Cons Some users may find it a little intimidating at first but with proper instruction this should not be a problem. The user permissions are vast so having a system administrator who will remain on staff is important. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.