One platform for roofing business management

By Jesse Sanchez. 

Dataforma brings customer relationship management, service tracking, scheduling, invoicing and field communication together in one roofing-focused platform. 

Roofing contractors manage a wide range of responsibilities, from tracking leads and proposals to coordinating field teams, processing invoices and maintaining service histories. Dataforma was designed to bring those daily operations into one centralized, cloud-based platform. Built by and for roofing contractors, the software combines customer relationship management (CRM), service management, scheduling, estimating, warranty tracking and reporting tools. Information automatically syncs across devices, helping office staff and field teams stay connected with current project and work order details. 

Dataforma’s Core CRM gives contractors a central location to store service histories, inspection information, estimates, proposals, warranty documents and before-and-after photos. Teams can share those records through the mobile app, which is available for iOS and Android operating systems. The platform’s customer portal also gives building owners access to selected project information, including work order histories, proposals, inspections, photos and warranty records. Customers can review job progress and submit new service requests, while contractors control which information is visible. 

For field operations, Dataforma allows technicians to review site histories, record labor and travel time, upload photos, document materials and capture customer signatures. Its mobile timecard and integrated GPS tracking tools help managers compare recorded hours with time spent at jobsites and monitor project costs. 

The software also supports same-day invoicing, customized templates, dispatching and instant notifications for field employees. Integrations with Microsoft Outlook and Followup CRM are intended to help contractors manage correspondence, accounts receivable information and sales activity from within their existing workflows. 

The Dataforma platform includes hourly data backups, continuous system monitoring, controlled user access and 128-bit data encryption. By consolidating operational information, customer communication and field reporting, the system is designed to help roofing businesses reduce administrative work and improve coordination. 

Learn more about Dataforma and its roofing business management software by requesting a demonstration!