---
description: Detailed reviews on Dataforma based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Dataforma with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Dataforma Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Electrical Contractor Software](/directory/1005/electrical-contractor/software) > [Dataforma](/software/2037259/dataforma)

# Dataforma

Canonical: https://www.getapp.ca/software/2037259/dataforma

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> Dataforma is a cloud-based field service management software which helps 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.
> 
> Verdict: Rated **4.3/5** by 105 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 105 Reviews |
| Ease of Use | 3.9/5 | Based on overall reviews |
| Customer Support Software | 4.6/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Dataforma
- **Location**: York, US
- **Founded**: 2004

## Commercial Context

- **Starting Price**: US$69.99
- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: The pricing starts at $69.99 per month per user. Please contact Dataforma for additional details.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- API
- Accounting Software
- Billing & Invoicing
- CRM Software
- Calendar Management
- Commercial
- Contact Database
- Contract/License Management
- Cost Estimating
- Customer Database
- Customer Management
- Customer Portal
- Dispatch Management
- Document Management Software
- Electronic Signature
- For Solar Companies
- GPS
- Inspection Management
- Job Management
- Location Tracking

## Integrations (5 total)

- FollowUp CRM
- Gmail
- Microsoft Outlook
- QuickBooks Online
- Stripe

## Support Options

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

## Category

- [Electrical Contractor Software](https://www.getapp.ca/directory/1005/electrical-contractor/software)

## Related Categories

- [Electrical Contractor Software](https://www.getapp.ca/directory/1005/electrical-contractor/software)
- [Field Service Management Software](https://www.getapp.ca/directory/255/field-service-management/software)
- [Field Activity Management Software](https://www.getapp.ca/directory/655/field-activity-management/software)
- [HVAC Software](https://www.getapp.ca/directory/657/hvac/software)
- [Roofing Software](https://www.getapp.ca/directory/1381/roofing/software)

## Alternatives

1. [Jobber](https://www.getapp.ca/software/90723/jobber) — 4.6/5 (1420 reviews)
2. [ServiceTitan](https://www.getapp.ca/software/104311/servicetitan) — 4.3/5 (325 reviews)
3. [BuildOps](https://www.getapp.ca/software/131331/buildops) — 4.5/5 (151 reviews)
4. [Service Fusion](https://www.getapp.ca/software/103289/service-fusion) — 4.3/5 (290 reviews)
5. [FieldPulse](https://www.getapp.ca/software/105687/fieldpulse) — 4.6/5 (411 reviews)

## Reviews

### "A great tool for roofers." — 5.0/5

> **tracey** | *January 22, 2020* | Construction | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of use to keep everything organized and sorted.
> 
> **Cons**: No mapping feature to locate defeciences on a map.
> 
> Dataforma has been one the biggest reasons I have been able to grow my service department from 4 to 23 trucks.  The software enables KPost to keep all our previous, current and proposed work organized, while the app allows my technicians in the field to process their work orders easily which allows our staff to bill faster. The analytics and reports I can produce with Dataforma gives me the information and data to know where my strengths and weaknesses are throughout my business.  Allowing me plan for the future and train away errors. With Dataforma, I can read the future.

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### "Comphrensive CRM and project solution" — 4.0/5

> **Molly** | *January 22, 2019* | Construction | Recommendation rating: 9.0/10
> 
> **Pros**: Scheduling capabilities
Reporting functionality
User-friendly
Field app
Document Solution
Accessible Remotely
> 
> **Cons**: Full accounting functionality not available yet, resulting in double entry of projects in Dataforma and other accounting software
Bulky-- have to enter information for projects in multiple places (buildings, contacts, etc...once it's all there, it's a great tool)
> 
> Great tool for lead/project tracking, holding sales reps accountable to run leads and enter bids, and having all pertinent project information in one place that everyone can easily see. Industry specific, so not a whole lot of customization needed. Dataforma can customize almost any template to export your data. The price is super affordable for what they offer. If full accounting software was ready, it would be even better. Right now, there's a lot of double entry, but hoping that integrating Dataforma accounting with the current CRM will make things more efficient soon\!

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### "We've been with DataForma for a few years now." — 3.0/5

> **Ben** | *April 18, 2018* | Recommendation rating: 4.0/10
> 
> **Pros**: As an owner,  it's great to have information on all of the projects in your company at literally, your fingertips.  Being able to access projects and information is what I like most.
> 
> **Cons**: It's klunky and unfriendly.  We've been using DF for a few years now and we still feel that we're only utilizing 50-70% of the software correctly.  We have a lot of project managers and sales people and it is difficult to train.  I wish the software would prompt the user more rather than expect the user to know how to navigate.  I think that projects and work orders should be easier to seperate.  I think that you should be able to access more of the software from your phone, our project managers are in the field 80% of the day and having to go back to their computer to input information or access information like the schedule is daunting.
> 
> Having access to our business' information.

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### "Overall this system has improved our service scheduling tasks by leaps and bounds." — 5.0/5

> **Jeannette** | *April 23, 2018* | Recommendation rating: 9.0/10
> 
> **Pros**: We use this software for our roofing service department. It is very easy to enter work orders. The dashboard is customizable to show you what you need at a glance.  Our field crews get their work orders thru the DataForma app.  We can change their scheduled calls in real time. It is easy to drill down work order history from a customer to a building address to an exact apartment or suite number.  Trainers and customer support are very knowledgeable. The system rarely has downtime.
> 
> **Cons**: Reports aren't customizable until you export them. My experience is that I have had to export columns and columns of data I didn't want only to delete those columns in excel to get to the 3 to 5 columns of data I actually wanted.  The system is not capable of pulling an AR aging to verify Balance Sheet AR totals.  This is not an accounting system even though you can invoice directly from the system.

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### "You need Dataforma\!" — 5.0/5

> **Doug** | *January 21, 2020* | Construction | Recommendation rating: 10.0/10
> 
> **Pros**: We have been using Dataforma since 2006.  In 2005 I thought it was interesting but decided to stick to our paper processes.  After starting to use this everyone, and I mean everyone in our office agrees that business life without DF would be like going back to the dark ages.  It is comprehensive yet easy to learn.  We have never dealt with software support as good as they are.  We use it for our service business, project management and customer management.  Because it is cloud based it is constantly evolving.  Don't miss the mobile APP for outside workers and the client portal for customers.
> 
> **Cons**: Not much.  Waiting for accounting.
> 
> We could not run our business operation without Dataforma.

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## Links

- [View on GetApp](https://www.getapp.ca/software/2037259/dataforma)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/operations-management-software/a/dataforma/> |
| en-AE | <https://www.getapp.ae/software/2037259/dataforma> |
| en-AU | <https://www.getapp.com.au/software/2037259/dataforma> |
| en-CA | <https://www.getapp.ca/software/2037259/dataforma> |
| en-GB | <https://www.getapp.co.uk/software/2037259/dataforma> |
| en-IE | <https://www.getapp.ie/software/2037259/dataforma> |
| en-NZ | <https://www.getapp.co.nz/software/2037259/dataforma> |
| en-SG | <https://www.getapp.sg/software/2037259/dataforma> |
| en-ZA | <https://www.getapp.za.com/software/2037259/dataforma> |
| fr | <https://www.getapp.fr/software/2037259/dataforma> |
| fr-BE | <https://fr.getapp.be/software/2037259/dataforma> |
| fr-CA | <https://fr.getapp.ca/software/2037259/dataforma> |

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