The Dataforma (DF) App is stream-lined to give field employees the ability to access and update their DF information in real time. The App seamlessly integrates with the main DF system and enables DF users to:
* Track and update service requests from start to finish.
* Enter the work that was performed and work to be completed.
* Add/Update Field Ticket to a Work-order
* Signature capture for Field Ticket Authorization
* Ability to search for work-orders, project, buildings, companies, and contacts
* Ability to call or email a contact
* Ability to View Roof Plan and Aerial photo of a Building
* Ability to change "Front of the Building" photo
* Add/Edit Building Areas
* Instantly map and get directions to any jobsite.
* Take photos, add comments and upload them from the roof.
* View past service requests.
* Instantly update clients through their customer portal.
* Please note that you must be a current Dataforma user in order to use the Dataforma app.
- Bug Fixes
Ratings and ReviewsSee All
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.
Great business management tool
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 easier. I would recommend Dataforma for any company that is looking for a great web-based business management system.
A must have for service
We couldn’t run our roofing service business effectively without Dataforma. This app allows us to quickly and effectively communicate information from the office to the field and visa versa. Customers want information communicated quickly and this allows us to do just that. A must have!
With Family Sharing set up, up to six family members can use this app.