# Page 4 | Dataforma Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Dataforma ## Showing most helpful reviews Showing 76-100 of 105 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LM Lorrie M. Office Mgr. Used the software for: 2+ years ### "Dataforma keeps all our records in one place making it quicker to look up client information." April 17, 2018 4.0 Pros What I like most about Dataforma is how quickly I can retrieve information while on the phone with clients. Cons The program could be more user friendly. The layout could be more streamlined. Searching for information is sometimes confusing. Review Source sA scott A. project manager / Estimator Construction Used the software for: 2+ years ### "Excellent use for office and field" February 4, 2020 5.0 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 ER Ed R. Sales Used the software for: 2+ years ### "It has made our company more efficient and our clients love it as well." April 17, 2018 5.0 Pros It helps us stay organized. It also helps with our response time. Our invoices get to our customers faster. Cons We like everything about this software. It would be nice if the software could have our workers use it as a time sheet. Review Source JR Jessica R. Owner Used the software for: 1-2 years ### "program does what it needs to. template dprt is awful with communication and time delivery. " April 18, 2018 4.0 Pros \- the ability to track a call and job progress from start to finish - the calendar options work wonderful for scheduling all departments within our company -operating a service department is easily tracked Cons \- no ability to send emails through the program. - no ability to change templates on own -no ability to modify hard coded options as products change on a regular basis. Review Source NM Nubia M. Office Manager Construction Used the software for: 1-2 years ### "Easy to use and easy to upload information" April 20, 2018 5.0 Allowed for everyone in the office to have access to the information that they need. Pros Easy to upload pictures, make proposals and enter customers. We also use it to track sales and commissions with the reports function. Cons The Reports section does need some work, we have to edit all the proposals. The proposal pictures do not get upload the the proposal all the time. Review Source MC Maureen C. Controller Construction Used the software for: 1-2 years ### "Love this software - has been key in our ability to manage the growth of our business!" April 20, 2018 5.0 see what I love most Pros ONE spot to pull together/house all project details - from pre-construction through closing docs. Job costing and tracking expenses to budget is so much easier! Cons Sometimes cumbersome to maneuver through; there are so many features. Little /No accounting capabilities. Want an interface with Quickbooks. Review Source EM Ellisha M. V.P. Construction Used the software for: 1-2 years ### "3 out of 5 stars - too much to personally build and customize for a small business - " April 20, 2018 4.0 mobile use Pros Cloud Based Application , allows for quick communication from the field back to the office. Allows for expedited invoicing Cons Cant get the most out of it because I am a small business - do not have the resources to build it out, it is not plug and play - very adaptable - if you have the staff or time to dedicate Review Source JE Joshua E. Partner Construction Used the software for: Less than 6 months ### "Simply easy" September 28, 2022 5.0 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 MKK Mary Katherine K. Administrative Assistant Construction Used the software for: 6-12 months ### "Very Positive, the webpage is very user-friendly. " April 20, 2018 5.0 Easy to look up and store information. Helpful for office organization and communication. Pros Easy to search data and information. I like that a new tab opens when selecting buildings, contacts, etc. It is beneficial when multiple windows are needed and helps with productivity. Cons This might be a user error, but it would be nice to be able to search and look up a company by typing the company address when using the "company" search bar. Review Source GM Geoff M. CEO Construction Used the software for: 2+ years ### "Great software for management of customer info in a Service Department" June 25, 2015 4.0 Pros DataForma allowed us to be much more effective and efficient in serving our customers. The organized way information is kept and the relationships that are built between data allow for an account manager to quickly answer customer questions. Cons The software user interface can be overwhelming at times. There are a lot of options on any given screen. This is necessary because of the power of the software but it needs some polishing, particularly for use with mobile or tablet devices. Review Source MP Mariesela P. Office Manager Construction Used the software for: 1-2 years ### "Overall it gets the job name." April 20, 2018 4.0 The mobile app is definitely a plus Pros Technicians are able to view work order, project and upload pictures in real time and the warranty section. Cons I wish we could edit when give pictures descriptions and would like to be able to upload videos in the customer portal. Review Source CS Conor S. Production Manager Used the software for: 1-2 years ### "Great CRM for Roofers" April 24, 2018 4.0 Pros it generates a great looking sales proposal for our customers. scheduling and coordinating crews is easy through their calendar systm Cons difficult to find a way to post and track revenues on each sale. wish there was more sophisticated accounting reports Review Source AP Alexandria P. COO Construction Used the software for: 2+ years ### "I have truly enjoyed using Dataforma." June 25, 2015 5.0 Pros The customer support is excellent. They are quick to respond and very friendly. Also I work in a lot of other facility databases and this one is the simplest and most straightforward system. I also like how I am able to work with other vendors of ours through the system. Cons I wish it were possible to set up custom alerts to email or on the dashboard for WOs that are in one status to long. I also would like to see the accounting system be able to integrate with Quickbooks. Review Source CS Curtis S. Construction Used the software for: 2+ years ### "Dataforma is a great asset to our company!" July 1, 2015 5.0 Pros Dataforma has helped us streamline our service work and has given us a central location to manage all of our important documents for each job. It's web-based, so any of our employees can log in, no matter where they are. The mobile app has been very useful for our field technicians as well. Cons The only issue we've had has been a request for automation on email generation for reminders, events, etc. But, this information is available on each employee's home screen. Review Source JA Jana A. Construction Used the software for: 2+ years ### "Dataforma is Excellent!" June 29, 2015 5.0 Pros Dataforma has, as the office manager and job scheduler, make my life easier. It is an amazing program that allows me to see the results of an inspection or a finish job almost immediately, before the workers are off the roof. Easy to schedule, easy to create jobs, all the information is at my fingertips. Proposal with picture reports are fast and very professional. Cons The only thing Dataforma is lacking is more accounting features. Review Source MS Mark S. Construction Used the software for: 2+ years ### "Dataforma is a great solution for us. We consolidated from 3 programs " July 3, 2015 4.0 Pros It's easy to use, has features we can grow into. The company is made up of people interested in building out a database with a lot of stock and custom features. They're very accessible and accommodating. Cons I've been waiting for them to release a previously announced update and finalize development of other features in discussion that will really help us. Review Source TH Tim H. COO Used the software for: 2+ years ### "Overall good" April 20, 2018 3.0 Pros The roofing specific functions and ability to link buildings, companies, contacts, etc yet also the ability to seperate the same. Cons Too much tweaking required due to the need for flexibility. Would like for things to be more cut and dry with the system. Feels very fragmented Review Source MB Michelle B. Office Manager Construction Used the software for: 2+ years ### "Dataforma - Great!" July 15, 2015 5.0 Pros Ease of use is fantastic. Any time I've had a question or an issue, the customer service response is immediate. Everyone is friendly. Cons No complaints here. I have one computer screen dedicated to Dataforma--it's my one-stop for everything in day-to-day operations. Review Source RA Robin A. Construction Used the software for: 2+ years ### "DataForma Review" June 29, 2015 4.0 Pros Easy to locate information, can get at information from anywhere, can store documents in one central place Cons Can't write my own reports, Warranty portion of software still has errors, Review Source JB Jason B. CEO Construction Used the software for: 6-12 months ### "Great Product and value" September 24, 2019 5.0 Great for tracking projects and invoicing. Pros Great value for the capability of what you can do with the software. Cons Training new employees on use takes time. Reason for choosing Dataforma Relationships with people from the organization Review Source RU Renee' U. Office Manager Construction Used the software for: 6-12 months ### "DataForma Review" September 17, 2019 3.0 My experience can not be taken as typical, as it was never truly implemented. Coming from a CRM and not getting hands on training, made it an uphill battle. Pros It is difficult to attribute a feature that I like most, because it has been difficult to navigate from the beginning, unless you are excel driven. I was not in the set up process, which made the process tedious. Cons The lease liked component of this software is the tabs and difficulty finding a contact, address, documents, etc. Review Source JL Jason L. Used the software for: ### "" February 15, 2012 5.0 The application is fantastic and has the natural flow of a roofing company, due to the fact that individuals that have managed a roofing company developed it. The most important issue with any software or Cloud based application is training and technical support. Dataforma is unmatched in these fields. Their technical support alone is well worth the price of admission! Don't be mislead by the term technical support, meaning that there are issues with the application. The application works great and their technical support is available immediately to answer any "How To" questions. I am not a satisfied customer; I'm a raving fan! Review Source MB Mike B. Director of Marketing Construction Used the software for: Less than 6 months ### "Review" November 9, 2016 2.0 Poor UI/UX. Generally not a user friendly product. It is not a modern looking interface and that reflected in longer training time for new users. Pros Hmmm... Should there be a problem, DF does provide good support. Cons Although Dataforma states that users "own" the data; DF won't provide connections between data tables. Review Source MA Michelle A. Executive Business Administrator Construction Used the software for: Less than 6 months ### "New to Dataforma " December 9, 2016 4.0 We used Software Advice to put us in touch with products that could work with our current business practices and we were lucky enough to find Dataforma. We are just getting under way with them as our CRM software and thus far have been pleased with the product and overall process with them. Review Source JB Jeff B. Construction Used the software for: ### "Dataforma review" June 5, 2014 3.5 Pros The software performs well and can be as simple or complex as you like it. The vendor is great. They are very nice folks, who really believe in their product. Phone support is excellent. Cons They don't seem to grasp the importance of online and email-based support. They are fantastic with the phone, but virtually nonexistent otherwise. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.