Dataforma provides field service management software for roofing, HVAC, and other specialty contractors, based in York, Pennsylvania. The platform is used to manage job details, contracts, invoices, bids, budgets, purchase orders, and service history, and to schedule crews and track field operations.
Additional modules cover client management (CRM), a client-facing portal, and a mobile app for Apple and Android devices that lets field technicians upload photos and create inspections from job sites. The software also includes document storage, an accounting module for job costing, and reporting tools.