Dataforma

What Dataforma does

Dataforma is a cloud-based field service management (FSM) software platform purpose-built for commercial contractors across six trade verticals: roofing, HVAC, electrical, plumbing, restoration/construction, and solar. Founded in 2007 and headquartered in York, Pennsylvania, the company was created by contractors who initially built the software to run their own field service operation before commercializing it to the broader construction industry. The platform is architected around a central Core CRM that connects to a modular suite including Project Management, Field Service Management, Client Portal, Mobile App (iOS/Android), GPS Tracking, Financials & Cost Control, Document & File Storage, Lead Tracker, Work Order Calendar, Bid & Proposal Management, Reporting & Analytics, Correspondence Management, and Integrations & API modules. The technology stack is built on Amazon Web Services for hosting and encryption, Google Maps for GPS/fleet tracking, and a documented REST API enabling native integrations with QuickBooks Online, Stripe, Microsoft Outlook (with an AppSource-listed plug-in), Gmail, FollowUp CRM, and Pegnato PRIN App.

The company operates a SaaS business model with annual subscription billing and quote-based pricing (no public tiers), distributed primarily through direct enterprise field sales supplemented by a self-service sign-up path for smaller contractors. Go-to-market emphasizes content marketing via SEO-optimized vertical-specific blogs, webinars, customer testimonials, case studies, and an annual in-person Dataforma Design Summit event. The customer base spans thousands of users across all 50 US states and Canada, with named logos concentrated in the roofing vertical (Rackley Roofing, Ream Roofing, B&M Roofing). The company is privately held with no disclosed outside funding, parent company, or M&A activity, and is led by co-founders Mark Zeleznock (CEO) and Daryl Maronic (President). Headcount is reported in the 11-50 range, consistent with a bootstrapped, niche vertical SaaS operator focused on organic growth within its established trade segments.

Name

Dataforma

Legal name

Dataforma Inc.

Website

https://dataforma.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Dataforma is a cloud-based field service management SaaS platform serving commercial contractors across roofing, HVAC, electrical, plumbing, restoration, and solar trades in North America, offering modular CRM, scheduling, dispatch, mobile, and invoicing tools via annual subscription.

Ownership category

akta.pro rank

Product category

Field Service Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL)

Keywords

• Field service management
• Contractor software
• Construction CRM
• Mobile workforce software
• Trade service automation

Headquarters

HQ city

York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription Software Licensing: Dataforma operates as a cloud-based Software-as-a-Service (SaaS) platform for field service management, charging commercial contractors a recurring subscription fee for access to its all-in-one platform. The platform is described as having thousands of users and covers 50 states and Canada. Pricing is quote-based with no public pricing listed on the website.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels9 records

Core offering

Dataforma sells a cloud-based, all-in-one Field Service Management software platform for commercial contractors in roofing, HVAC, electrical, plumbing, restoration, and solar trades. The platform centers on a Core CRM and adds modular capabilities for project management, scheduling and dispatch, GPS fleet tracking, mobile field service, client portal, financials and payroll, document storage, lead tracking, and API integrations — sold as a recurring SaaS subscription with quote-based annual billing.

Product overview

Dataforma is a cloud-based, all-in-one Field Service Management (FSM) software platform designed for commercial contractors across multiple trades including roofing, HVAC, electrical, plumbing, restoration, and solar. The platform operates on a modular architecture centered around a Core CRM that connects to specialized modules including Project Management, Field Service Management, Client Portal, Mobile App, Financials & Cost Control, GPS Tracker, Document & File Storage, Lead Tracker, Work Order Calendar, Bid & Proposal Management, Reporting & Analytics, Correspondence Management, Integrations & API, Job Site Coordination, Service Work Management, Field Workforce Management, and Customizable Dashboard. The Core CRM serves as the central hub managing customer relationships and data, while the Field Service Management module handles scheduling and dispatch, the Client Portal provides branded self-service access for customers, the Mobile App enables field technicians to work on-the-go, and the Financials module handles invoicing and payment processing. Pre-built API integrations connect with QuickBooks Online, Stripe, Microsoft Outlook, Gmail, FollowUp CRM, and Pegnato PRIN App.

Differentiator

Problem solved

Functional benefit

Products and services

• Core CRM Central CRM module that delivers paperless operations, secure customer data storage, customer tracking, and integrated invoicing for commercial contractors. It serves as the central hub that the rest of the Dataforma modules plug into.
• Field Service Management Cloud-based FSM platform enabling scheduling, dispatching, real-time GPS tracking, mobile time cards, and workforce management for commercial contractors operating field crews.
• Project Management Comprehensive project management module for roofing and construction companies, providing work order management, project tracking, scheduling, and production management with drag-and-drop assignment.
• Client Portal Branded self-service customer portal that lets clients view project updates, approve proposals, access invoices, download documents, and communicate directly with the contractor in real time.
• Mobile App iOS and Android mobile application that lets field technicians create custom checklists, upload photos, log site conditions, generate inspection reports, track labor hours, use GPS, and email reports directly from job sites.
• Integrations & API Secure, well-documented REST API and pre-built integrations enabling connectivity with QuickBooks Online, Stripe, Microsoft Outlook, Gmail, FollowUp CRM, and Pegnato PRIN App for workflow automation.
• Financials & Cost Control Financial management module with invoicing, billing, payment processing, payroll integration, and analytics dashboards for cost control and faster payment collection.
• Document & File Storage Cloud-based document management system providing secure storage, organization, and retrieval of project files, photos, contracts, and other essential documents.
• Bid & Proposal Management Proposal generation module with customizable templates, pre-set text fields, and accurate proposal creation directly from work orders.

Quantifiable outcome

• Invoice generation and processing can occur on the same day as job completion
• +4 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature18 records

Partnerships

Six partnerships are on record, tiered core.

• QuickBooks OnlinecoreTechnology or IntegrationQuickBooks Online integration enables accounting and financial management synchronization, allowing commercial contractors to connect Dataforma's field service data with their accounting workflows.
• StripecoreTechnology or IntegrationStripe integration provides secure payment processing capabilities for contractors using Dataforma's invoicing and billing features.
• Microsoft OutlookcoreTechnology or IntegrationOutlook and Gmail integration enables seamless email synchronization and communication management within the Dataforma platform. The Dataforma Outlook plug-in is available from Microsoft AppSource.
• GmailcoreTechnology or IntegrationGmail integration for email synchronization and communication management within the Dataforma CRM platform.
• Amazon Web Services (AWS)coreTechnology or IntegrationDataforma encrypts all customer data using Amazon Web Servers, providing the cloud infrastructure foundation for its field service management platform and ensuring data security.
• Google MapscoreTechnology or IntegrationGoogle Maps integration provides GPS data for fleet tracking and route optimization, helping technicians find job sites and reducing average time to site.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• ServiceTitan: Leading cloud-based FSM platform for commercial and residential trades including plumbing, HVAC, and electrical. Directly comparable to Dataforma in core CRM, scheduling, dispatch, and mobile time tracking functionality, but operates at significantly larger scale with venture capital backing.
• Housecall Pro: Field service management software for home service businesses including plumbing, HVAC, electrical, and cleaning. Comparable to Dataforma in scheduling, dispatching, invoicing, and customer communication, though more PLG-oriented and focused on residential rather than commercial contractors.
• Jobber: Cloud-based FSM software for field service businesses including HVAC, plumbing, electrical, and landscaping. Overlaps with Dataforma on CRM, scheduling, invoicing, and client hub features, and serves a similar small-to-mid-market contractor customer base.
• AccuLynx: Roofing-specific business management software covering CRM, project management, material ordering, and aerial measurement. Direct overlap with Dataforma's roofing vertical, with similarly trade-specialized positioning.
• FieldEdge: Field service management software for HVAC, plumbing, and electrical contractors offering dispatch, scheduling, invoicing, and customer management. Closely comparable product set and customer profile to Dataforma, particularly in HVAC and plumbing verticals.

Broad incumbents

• ServiceMax (GE Digital): Enterprise asset and field service management platform serving complex equipment and industrial service operations. Comparable in scheduling, dispatch, and mobile workforce capabilities, but targets larger industrial customers rather than commercial contractors.
• Salesforce Field Service: Field service management capability within the Salesforce CRM suite, covering scheduling, dispatch, and mobile workforce management. Broader incumbent with overlapping scheduling/dispatch/mobile functionality but sold as part of a horizontal CRM ecosystem rather than a contractor-specialized product.
• Microsoft Dynamics 365 Field Service: Field service management module within Microsoft Dynamics 365 covering scheduling, dispatch, mobile workforce, and IoT-driven service. Comparable scheduling/dispatch capabilities but positioned as a broad enterprise platform rather than a contractor-specialized solution.
• Procore: Construction project management platform serving general contractors and specialty contractors. Overlaps with Dataforma in project tracking, document management, and client communication, but focused on construction project execution rather than field service dispatch.

Emerging players

• Buildertrend: Construction project management software for residential remodelers, custom home builders, and specialty contractors. Comparable in project scheduling, customer communication, and mobile functionality, but oriented toward residential rather than commercial trades.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@dataforma9847
• Facebookfacebook.com/DATAFORMA.INC
• LinkedInlinkedin.com/company/dataforma-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dataforma