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Dataforma Logo

Field service management tool for plumbing & HVAC industries

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Dataforma - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: January 2026

Dataforma overview

What is Dataforma?

Dataforma is a cloud-based field service management software designed to help businesses in electrical, plumbing, HVAC, and other industries manage bids, contracts, inspections, invoicing, and more. It enables contractors to handle projects, create proposals, track leads, and monitor marketing campaigns on a unified platform.

Dataforma offers a customer portal, which allows employees to share building information, work orders, photos, invoices, and other documents with customers in real-time. Clients can use the application to submit work requests, track the status of work orders, and view the progress of projects. It provides a host of features including drag-and-drop interface, warranty management, custom dashboards, GPS tracking, analytics, and more.

Using Dataforma’s lead tracking module, managers can assign leads to sales representatives and organize data by salesperson or type of work. It allows administrators to capture and store documents related to work orders, building information, or construction projects in a centralized repository and generate latency reports for reference.

Starting price

69.99per feature /
per month

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Pros & Cons

Customer Support

Office Staff

Dataforma’s user interface

Ease of use rating:

Dataforma pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(47)
5(54)

What do users say about Dataforma?

Could be a little more user friendly in crating relationships between buildings/customers and companies.

Select to learn more


Who uses Dataforma?

Based on 105 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Construction
Civic & Social Organization
Consumer Electronics
Consumer Services
Others

Use cases

Roofing
Construction
Field Service Management
Construction Management Apps
Electrical Contractor

Dataforma's key features

Most critical features, based on insights from Dataforma users:

Mobile access
Scheduling
Work order management
Dispatch management
Billing & invoicing
Maintenance scheduling

All Dataforma features

Features rating:

Accounting
API
Calendar management
Commercial
Contact database
Contract/License management
Cost estimating
CRM
Customer database
Customer management
Customer portal
Document management
Electronic signature
For solar companies
GPS
Inspection management
Job management
Location tracking
Mobile app
Online time clock
Payment collection in the field
Photo capture
Project tracking
QuickBooks integration
Quotes/Estimates
Routing
Service history
Solar design
Subcontractor monitoring
Technician management
Time tracking

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Dataforma pricing

Value for money rating:

Starting from

69.99

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Dataforma price and value

Value for money rating:

To see what individual users think of Dataforma's price and value, check out the review snippets below.

“They are super slick and the system walks everyone through it with out any issues. Customer service is awesome as well.”
CN

Cambre N.

Office assistant

“Workorder side is great. Super slick and users in the field can understand the app as well.”
CS

Christine S.

Office Manager

Dataforma support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
Knowledge Base
24/7 (Live rep)

Training options

Videos
In Person
Live Online
Webinars
Documentation

Dataforma FAQs

Q. Who are the typical users of Dataforma?

Dataforma has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

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Q. What languages does Dataforma support?

Dataforma supports the following languages:
English


Q. Does Dataforma support mobile devices?

Dataforma supports the following devices:
Android, iPad, iPhone


Q. Does Dataforma offer an API?

Yes, Dataforma has an API available for use.


Q. What level of support does Dataforma offer?

Dataforma offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base, 24/7 (Live rep)

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