Built by Contractors, for Contractors

Dataforma is a cloud-based, all-in-one Field Service & Project Management Software for commercial contractors. Our tools help manage your service department, project management, document storage, labor tracking, bid tracking and CRM — from any device with internet access. Dataforma saves you time and money so you can focus on what’s important — keeping customers happy.

We built Dataforma to help commercial contractors track their business and find success in an industry that is notoriously difficult to manage. We quickly realized that we could use our software to do more than just help our own business — we could help the construction industry as a whole. Now with over two decades of experience under our belt, we’re a trusted source in the construction industry for business management solutions across 50 states and Canada. We’re dedicated to developing the best possible solutions for construction businesses everywhere, no matter how many employees you have or the type of industry.

Visit our website.

LIVE from IRE 2025 with Dataforma!

Dataforma Powers Roofing Management

Dataforma is a powerful system for commercial roofers. It’s more than software; it’s a complete project and workforce management solution designed to transform the roofing industry.

CRM for roofing contractors

To stay competitive, commercial roofing contractors need top-notch CRM (Client Relationship Management) tools. Our CRM system is built just for you.

• Track client data
• Manage appointments
• Nurture leads
• Log all client interactions
• See complete site history: installed products, warranties, service history and bid history
• Manage large clients: see all related buildings, jobs bids and service jobs completed… even see all invoices for that client in total or by site!

Boost efficiency with project management tools

Streamline your workflow with our project management tools

• Manage job sites
• Track project progress
• Collaborate with your team
• Increase productivity
• Grow your business

Managing your commercial fleet with scheduling software

Simplify scheduling with Dataforma. Our commercial contractor software meets the dynamic needs of commercial fleets, helping you deploy resources efficiently and keep projects on track. Drag and drop scheduling allows you to quickly assign jobs, while immediately alerting crews on their mobile devices.

Business solutions for commercial roofers

Our commercial contractor software drives success with tailored solutions. Manage documents, analyze data and streamline service dispatch, all designed for commercial roofing, HVAC or electrical businesses.

Learn more about Dataforma for roofing.

Dataforma Key Features

We provide a comprehensive, tailored solution that goes beyond standard project management. Immerse in the culture of success with Dataforma and elevate your commercial roofing business to new heights. Be more than a part of the industry — be at the helm with Dataforma. The power to revolutionize your business is a click away.

• Dynamic CRM: Strengthens client relationships and manages data seamlessly.
• Project management tools: Streamlines the operation and brings everyone on the same page.
• Scheduling software: Simplifies resource distribution and improves commercial fleet management.
• Business solutions: Tailored to meet the exact needs of the commercial roofer.
• Mobile app: Brings your business to where you are. Anytime, anywhere.
• Service dispatch system: Automates dispatching, cuts errors and boosts productivity.
• Workforce management: Maximizes workforce efficiency and productivity.

Request a demo and get started with Dataforma today!

Software Purpose

1 – Field service management

Our web-based software is transforming how much work contractors and field service companies can accomplish in a given day. With better scheduling, reporting, invoicing and seamless updating, a business equipped with Dataforma can go from barely completing tasks to achieving tangible results. Invoice service jobs the same day and get real-time updates on production jobs with our mobile app.

Explore the capabilities of field service management with Dataforma.

2 – Customer portal

With Dataforma, you can create a smooth flow of communication between you and your customers — and even manage the project and communication in real time. You can send and share files on-demand as well as record reminders, notes and feedback for each customer interaction. Clients can create a service request in real time, they can also approve/decline additional work recommended by you.

See how it works.

3 – Financials and cost control

With an intuitive interface, a dashboard packed with analytics and data, plus a centralized database of all your customers’ information, there’s no need to spend hours searching for data or chasing down paperwork. It also allows you to have better control over invoices — and get paid faster.

Learn how to save money and time with Dataforma.

Latest Promotions and Rebates

Request a Demo of Dataforma Field

All-In-One Software For Commercial Contractors Streamline your project management, scheduling, and financial tracking with our comprehensive software solution. Schedule your free demo.
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Latest Podcasts

Brian Cook - Level Up Your Project Management Game

In this Roofing Road Trips® episode, Heidi J. Elsworth is joined by Brian Cook from Dataforma to discuss their powerful, service and project management solution built by contractors, for contractors. Brian tells the story of Dataforma and how their roots as contractors enable them to continually deliver the best technology ...
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Latest Webinars

Form up!: Maximizing Commercial Jobsite Productivity

In this CoatingsTalk, Megan Ellsworth is joined by Brian Cook from Dataforma, to discuss how daily productivity tracking can increase profitability for commercial contractors. From monitoring crew performance to managing multi-job workflows, Brian explores how Dataforma’s innovative tools help contractors track progress in real-time, improve crew efficiency and enhance project ...
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Read Listen Watch - Educational Content

Form up!: Maximizing Commercial Jobsite Productivity

In this CoatingsTalk, Megan Ellsworth is joined by Brian Cook from Dataforma, to discuss how daily productivity tracking can increase profitability for commercial contractors. From monitoring crew performance to managing multi-job workflows, Brian explores how Dataforma’s innovative tools help contractors track progress in real-time, improve crew efficiency and enhance project ...
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Latest Classifieds

Manage projects, bids, and CRM in one cloud platform. Try Dataforma today!

Built by Contractors, for Contractors We provide a comprehensive, tailored solution that goes beyond standard project management. Immerse in the culture of success with Dataforma and elevate your commercial roofing business to new heights. Be more than a part of the industry — be at the helm with Dataforma. The power ...
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All-In-One Software For Commercial Contractors Streamline your project management, scheduling, and financial tracking with our comprehensive software solution. Request a demo.
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Ready to incorporate Dataforma field service management software into your company’s workflow? Connect with our team to get started with streamlined project management, synced calendars and scheduling, mobile tools, and the rest of our best-in-the-industry features. Sign up!
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Latest Videos

The Weekly Blend - Episode 155

Join us every Friday to learn the latest news in the roofing, metal and coatings industry. The 155th episode of The Weekly Blend is live! Join The Coffee Shops’ President Heidi Ellsworth and COO Karen Edwards for the latest episode of this Coffee Shop original web series. This week, Karen discusses her ...
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Dataforma Trade Show Playlist

See more videos from Dataforma on their YouTube channel. To learn more about Dataforma, visit their Coffee Shop Directory. From the IRE 2025 Trade Show Floor with DataForma. LIVE from IRE 2025 with Dataforma!
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Dataforma's Video Playlist

To learn more about Dataforma, visit their Coffee Shop Directory. Subscribe to the Dataforma YouTube Channel. How to Manage Your Field Service Operations Tracking Leads and Scheduling Field Service Appointments Track Your Field Employees/Crew Hours Virtually Dataforma Demo Series - Tracking Leads Dataforma Demo Series - Running Reports and Tracking KPIs Dataforma Demo Series - Customized Roof ...
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