--- description: Review of Dataforma Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Dataforma | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [HVAC Software](/directory/1552/hvac/software) > [Dataforma](/software/1867/dataforma) # Dataforma Canonical: https://www.softwareadvice.ie/software/1867/dataforma Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/1867/dataforma?page=2) > Dataforma is a cloud-based solution designed for construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps contractors manage projects, create proposals, track leads, monitor marketing campaigns and more. There are four main customer management modules, and nine business process modules offered in Dataforma. The customer management modules include a contact management system, correspondence management, and a calendar. The business process modules include those specifically designed for service management, such as work order management, project management, warranty management and document management. Dataforma also offers a customer portal, which allows contractors - and their customers - to access information about active construction projects in real time. It is available on a monthly subscription and support is extended via email and telephone. > > Verdict: Rated **4.3/5** by 105 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 105 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Dataforma - **Location**: York, US - **Founded**: 2004 ## Commercial Context - **Starting Price**: US$69.99 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: The pricing starts at $69.99 per month per user. Please contact Dataforma for additional details. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Accounting - Billing & Invoicing - CRM - Calendar Management - Commercial - Contact Database - Contract/License Management - Cost Estimating - Customer Database - Customer Management - Customer Portal - Dispatch Management - Document Management - Electronic Signature - For Solar Companies - GPS - Inspection Management - Job Management - Location Tracking ## Integrations (5 total) - FollowUp CRM - Gmail - Microsoft Outlook - QuickBooks Online - Stripe ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) ## Category - [HVAC Software](https://www.softwareadvice.ie/directory/1552/hvac/software) ## Related Categories - [HVAC Software](https://www.softwareadvice.ie/directory/1552/hvac/software) - [Electrical Contractor Software](https://www.softwareadvice.ie/directory/3965/electrical-contractor/software) - [Service Work Order Software](https://www.softwareadvice.ie/directory/1544/work-order/software) - [Field Service Mobile Apps Software](https://www.softwareadvice.ie/directory/1875/mobile-app/software) - [Plumbing Software](https://www.softwareadvice.ie/directory/3675/plumbing-software/software) ## Alternatives 1. [Jobber](https://www.softwareadvice.ie/software/3660/jobber-lawncare) — 4.6/5 (1456 reviews) 2. [AutoCAD](https://www.softwareadvice.ie/software/390127/autocad) — 4.7/5 (3207 reviews) 3. [Housecall Pro](https://www.softwareadvice.ie/software/7729/housecall) — 4.7/5 (2739 reviews) 4. [Contractor Foreman](https://www.softwareadvice.ie/software/51221/contractor-foreman) — 4.5/5 (823 reviews) 5. [FOUNDATION](https://www.softwareadvice.ie/software/419696/foundation) — 4.3/5 (374 reviews) ## Reviews ### "Dataforma review" — 5.0/5 > **Rudy** | *26 September 2019* | Construction | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Don’t Dataforma" — 2.0/5 > **Michael** | *11 October 2024* | Construction | Recommendation rating: 1.0/10 > > **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 > > 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 ----- ### "All In One System" — 5.0/5 > **Lisa** | *17 September 2019* | Construction | Recommendation rating: 7.0/10 > > **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 > > 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. ----- ### "All in One Project Management" — 5.0/5 > **Jay** | *2 December 2021* | Construction | Recommendation rating: 10.0/10 > > **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. ----- ### "Review of Dataforma" — 3.0/5 > **Tiffany** | *23 September 2019* | Construction | Recommendation rating: 3.0/10 > > **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. > > It is working for our service dept but not as functional as I had hoped. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/1867/dataforma?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/1867/dataforma) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data