# Dataforma Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Dataforma Software - reviews, pricing plans, popular comparisons to other Electrical Contractor products and more.

Source: https://www.capterra.com/p/130599/Dataforma

---

# 

 Dataforma Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Dataforma

## What is Dataforma?

Web-based field service management and project management software with integrated scheduling, invoicing, mobile labor tracking, and GPS Tracking for contractors. Users can record and track every call that comes into the office and follow every job from start to finish. It also assists with employee time tracking, and job site coordination.

## What is Dataforma used for?

[Field Service Management](https://www.capterra.com/field-service-management-software/)[Roofing](https://www.capterra.com/roofing-software/)[Electrical Contractor](https://www.capterra.com/electrical-contractor-software/)

Overall rating

Based on 105 user reviews

Reviews sentiment

Positive

85%

Neutral

11%

Negative

4%

Starting price

$69.99

Per Feature, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Dataforma alternatives

Highest Rated

[4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting price

$39.00

Per User, Per Month

[4.6 (408)](https://www.capterra.com/p/153475/FieldPulse/reviews/)

Starting price

Contact vendor for pricing

[4.3 (325)](https://www.capterra.com/p/150053/ServiceTitan/reviews/)

Starting price

Contact vendor for pricing

[4.5 (151)](https://www.capterra.com/p/194155/BuildOps/reviews/)

Starting price

Contact vendor for pricing

[View all alternatives](https://www.capterra.com/p/130599/Dataforma/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Billing & Invoicing

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Mobile Access

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Scheduling

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Plan availability and assign specific time slots for tasks and resources

Work Order Management

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Creating, assign, and track jobs and/or tasks for work orders

Dispatch Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage sending personnel and resources to a site as needed

Maintenance Scheduling

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Schedule predetermined or ad hoc maintenance services and labor requests

Dataforma 37 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Specialized for organizations who focus on commercial projects and processes

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Track, store, and access client contracts or licenses

Forecast the cost and resources required to complete a project

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Store and organize information about customers and previous interactions

A website or login for customers to access information

Manage sending personnel and resources to a site as needed

Store, manage, and track all electronic documents in a centralized location

Digitally sign online documents

Serves solar industry

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Manage and track all job information and associated tasks

Identify the physical location of an individual, asset, device, etc.

Schedule predetermined or ad hoc maintenance services and labor requests

Access software remotely via mobile devices

Access the system via a mobile application

Track/log the amount of time employees worked per job using a timer

Swipe a credit card or manually process payments while with the customer in the field

Capture photos for any type of use case

Monitor the progress of projects from start to finish

Integrates with QuickBooks

Generate quotes or estimates for customers

Plan daily routes to optimize employee scheduling and provide directions

Plan availability and assign specific time slots for tasks and resources

Track work performed and resources used for past customers, sites, or assets

3D design and modeling tool used to create solar/photovoltaic (PV) installation proposals

Ensure subcontractors are working safely on client sites and document audits/inspections for reference.

Oversee technicians and track their assigned work orders

Measure and track time including hours worked and paid time off (PTO)

Creating, assign, and track jobs and/or tasks for work orders

Get Advice

We can help you find the software with the features you need.

Features

4.0 (105)

4.0

Based on 105 reviews

## Pricing

Value for money

4.0 (83)

Free Trial

Basic

$69.99

Per Feature,Per Month

Value for money

4.0 (83)

4.0

Based on 83 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

FollowUp CRM](https://www.capterra.com/p/137381/FollowUp-Power/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (100)

Support

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

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (100)

4.6

Based on 100 reviews

## User reviews

Overall rating

4.3

Based on 105 reviews

Filter by rating

5(54)

4(34)

3(13)

2(3)

1(1)

Mentioned topic

Sorted by most recent

MB

Michael B.

Safety Coordinator

Construction

### "Don’t Dataforma "

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

October 11, 2024

From the start I was not a fan of this app. It just didn’t function easily and was very difficult for employees to use

Pros

The amount of data is can collect, in the 2+ years I used Dataforma I couldn’t find much about the app or desktop version I liked or was easy to use.

Cons

Poor customer support, not intuitive, price

Alternatives considered

[RAKEN](https://www.capterra.com/p/153591/RAKEN/)

Reasons for choosing Dataforma

I didn’t choose. We recently moved 3/4 of our company away from Dataforma to Raken

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SD

Stacy D.

Office Admin HR

Construction

### "Dataforma is very useful for our Service Departments"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 19, 2024

Implementation and Training was a great experience. \[sensitive content hidden\] was extremely helpful in getting everyone trained and continues to be an available resource for questions.

Pros

Ability to schedule tickets for employees in field- ease of creating invoice at completion of job. Helps to organize and manage clients and work completed at each business location

Cons

Could be a little more user friendly in crating relationships between buildings/customers and companies. Once initial set up is complete of each company it becomes much easier to create work orders.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JE

Joshua E.

Partner

Construction

### "Simply easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 28, 2022

Pros

It's a mobile-friendly solution easy for any field service team to use.

Cons

The UI is a little dated, but the platform runs so smoothly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JJ

Jay J.

Estimator

Construction

### "All in One Project Management"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 2, 2021

Pros

Dataforma allows you to track work on long term projects and quick projects (work orders) with ease. It is very similar to other products out there but Dataforma allows you to build invoices directly from the work order that the field personnel create. This drastically cuts down on double entry and eliminates errors from double entry.

Cons

The overall size and complexity of the software is daunting at first. Once you play around with all of the features, you begin to understand how everything is tied together and is dependent on each other.

Switched from

[Procore](https://www.capterra.com/p/56250/Procore/)

The ability to create invoices directly from work orders in the field.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CC

Chad C.

Estimating Manager

Construction

### "Dataforma Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

February 18, 2020

it is great for data storage. It is takin a while to get everyone on board but if we can get there it will be great for use in the future

Pros

Makes it easy to find information on any job, customer, business or contacts that we have worked with from anywhere.

Cons

With so many users entering information, things tend to be duplicated on accident. It would be great if it somehow could figure it out an notify you of things that may be the same

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SA

scott a.

project manager / Estimator

Construction

### "Excellent use for office and field"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 4, 2020

Keeps track of all important information

Pros

Easy to navigate and locate information for current and past jobs. The line of communication works well with our field crew

Cons

no issues, it benefits our company in daily use and helps us be effeciant!!!!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CW

Carol W.

Front Desk/Administrative/DF Super User l

Construction

### "Best Customer Service in the Industry!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 29, 2020

Terrific experience - their Customer Service is OUTSTANDING!!

Pros

Ease of use, flexible, multiple ways to get to the same end.

Cons

Not a thing! This program is awesome!!!!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BW

Betty W.

Office Admin

Construction

### "Great Business Management Tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 28, 2020

I have used Dataforma since 2012 and it has been a great tool for me in Payroll and accounting. It is effective in tracking all labor hours and cost that we need to track whether for Production or Service. Billing is a breeze and if I have questions, the people at Dataforma are superb in answering any questions I might have. Working with these professionals always makes my job go easier. I would recommend Dataforma for any company that is looking for a great web-based business management system.

Pros

Once you learn it, it is quite east to Navigate.

Cons

It is a great tool for managing business. Nothing really.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PS

Paulo S.

President

Construction

### "Great OPS Software/APP"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 28, 2020

Great experience, highly recommend this software for those in the Service industry.

Pros

We run all our operations in Dataforma. It has been our system for 12 years and we have great success.

Cons

It will be great to have a Sales Module to track leads and opportunities separately.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KB

Kim B.

Vice President

Construction

### "User Friendly & Robust Software"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 27, 2020

I have been using Dataforma daily for 8 years. I have to train new users and it is always the easiest part of training a new employee due to the ease of use. Dataforma is always helpful and quick to respond when you have an issue or need to add a new user.

Pros

Ease of use and the fact that it can do just about everything we need it to do.

Cons

Unfortunately, two separate customers can not duplicate information. There is double entry. But, the reason you can not makes sense as all the building ID's would have to match. The API's that they are building should help.

Reasons for choosing Dataforma

There aren't any other software systems that can handle our volume.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/130599/Dataforma/reviews/)

Popular comparisons

[FieldPulse vs Dataforma](https://www.capterra.com/compare/130599-153475/Dataforma-vs-FieldPulse)[Jobber vs Dataforma](https://www.capterra.com/compare/127994-130599/Jobber-vs-Dataforma)[ServiceTitan vs Dataforma](https://www.capterra.com/compare/130599-150053/Dataforma-vs-ServiceTitan)[BuildOps vs Dataforma](https://www.capterra.com/compare/130599-194155/Dataforma-vs-BuildOps)[Contractor Foreman vs Dataforma](https://www.capterra.com/compare/130599-166113/Dataforma-vs-Contractor-Foreman)[Service Fusion vs Dataforma](https://www.capterra.com/compare/130599-135788/Dataforma-vs-Service-Fusion)[Commusoft vs Dataforma](https://www.capterra.com/compare/130599-149651/Dataforma-vs-Commusoft)[AroFlo vs Dataforma](https://www.capterra.com/compare/130599-166811/Dataforma-vs-AroFlo)

[ServiceBox vs Dataforma](https://www.capterra.com/compare/130599-136363/Dataforma-vs-ServiceBox)[Kickserv vs Dataforma](https://www.capterra.com/compare/122541-130599/Kickserv-vs-Dataforma)[Tradify vs Dataforma](https://www.capterra.com/compare/130599-152413/Dataforma-vs-Tradify)[Housecall Pro vs Dataforma](https://www.capterra.com/compare/130599-140363/Dataforma-vs-HouseCall-Pro)[Contractor+ vs Dataforma](https://www.capterra.com/compare/130599-213952/Dataforma-vs-Contractor)[Knowify vs Dataforma](https://www.capterra.com/compare/130599-135791/Dataforma-vs-Knowify)[Simpro vs Dataforma](https://www.capterra.com/compare/10529-130599/Simpro-Enterprise-vs-Dataforma)[ServiceWorks vs Dataforma](https://www.capterra.com/compare/130599-183679/Dataforma-vs-ServiceWorks) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)