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Dataforma
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
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
per month
Alternatives
with better value for money
Pros & Cons
Customer Support
Office Staff
Dataforma’s user interface
Dataforma pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.0
Features
4.0
Ease of use
3.9
Customer support
4.6
Reviews sentiment
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
Use cases
Dataforma's key features
Most critical features, based on insights from Dataforma users:
All Dataforma features
Features rating:
Dataforma alternatives
Dataforma pricing
Value for money rating:
Starting from
69.99
Per month
Per Feature
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.
Cambre N.
Office assistant
Christine S.
Office Manager
Dataforma integrations (6)
Top integrations
Dataforma support options
Typical customers
Platforms supported
Support options
Training options
Dataforma FAQs
Dataforma has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
These products have better value for money
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)












