{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/dataforma-com","markdownUrl":"https://nowen.ai/agents/dataforma-com.md","jsonUrl":"https://nowen.ai/agents/dataforma-com.json","name":"Dataforma","website":"https://www.dataforma.com","industry":"Field Service","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:14:44.308Z","summary":"Dataforma provides a unified field service management platform for commercial trades.","description":"Dataforma is a software platform for commercial field trades that unifies project management, field operations, customer relationship management, and site coordination. The platform provides mobile access, client portals, and integrations via APIs, serving industries such as roofing, HVAC, electrical, plumbing, restoration, and construction. It is designed to help teams streamline workflows, improve collaboration with clients, and deliver efficient, organized project execution.","mission":"Dataforma's mission is to empower commercial field trades with an integrated software platform that improves project delivery, field coordination, and client collaboration.","directory":{"industryName":"Field Service","agentCount":45,"indexable":true,"hubUrl":"https://nowen.ai/industry/field-service"},"aiReaderFamilies":["Amazon"],"boonFrontDoor":{"url":"https://boon.ai/agents/dataforma-com","label":"Apply to Dataforma's partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"Dataforma Platform","type":"Platform","url":"https://www.dataforma.com/features/","summary":"Unifies project management and field operations for commercial trades, enhancing efficiency and collaboration.","description":"Dataforma is a cloud-based platform for commercial field trades that unifies project management, field operations, client relationship management, and job-site coordination. It delivers mobile access, client portals, and integrations via APIs, serving roofing, HVAC, electrical, plumbing, restoration, and construction teams. The platform aims to streamline workflows, improve collaboration with clients, and enable organized, efficient project execution from the field to the office.","pricing":{},"features":[{"name":"Client Management (CRM)","value":"Streamline Client Data Management","valueDescription":"Facilitate effective client interactions by storing and managing all data and communications in one accessible place."},{"name":"Field Service Management","value":"Optimize Field Operations","valueDescription":"Improve efficiency and response times by effectively managing field team activities and resources."},{"name":"Project Management","value":"Centralize Project Oversight","valueDescription":"Enhance project execution with a comprehensive overview of tasks, timelines, and resource allocation."},{"name":"Client Portal","value":"Enhance Client Engagement","valueDescription":"Empower clients with real-time access to project status updates, documentation, and direct communication tools."},{"name":"Job Site Coordination","value":"Achieve Seamless Coordination","valueDescription":"Ensure all teams have visibility into job site activities, improving communication and reducing conflicts."},{"name":"Integrations & API","value":"Extend Platform Capabilities","valueDescription":"Easily integrate with existing business tools to enhance overall workflow and data flow across different systems."},{"name":"Mobile App","value":"Manage Workflows On-the-Go","valueDescription":"Empower users with the flexibility to manage their tasks and access critical information anytime and anywhere."}]}],"audiences":[],"segments":[{"name":"Field service and job-site coordination","description":"Capabilities to coordinate field teams, dispatch and scheduling, mobile access, and on-site activities to optimize workforce execution and real-time job visibility for commercial trades.","color":1,"productNames":["Dataforma Platform"]},{"name":"Construction project management","description":"Planning, tracking, and managing project tasks, timelines, resources, and contractor workflows for commercial construction and trade projects.","color":2,"productNames":["Dataforma Platform"]},{"name":"Client relationship management and portals","description":"Manage customer records, communications, service history, and provide secure client portals for document sharing, status updates, and client self-service.","color":3,"productNames":["Dataforma Platform"]},{"name":"Integration and APIs for construction workflows","description":"APIs and integrations that connect field operations, CRM, accounting, and back-office systems to enable data synchronization and extend workflow automation across platforms.","color":4,"productNames":["Dataforma Platform"]}],"faq":[],"comparisons":[],"sources":[{"url":"https://www.dataforma.com","text":"Dataforma"},{"url":"https://www.dataforma.com/features/","text":"Dataforma Platform"}]}