--- title: DataForma Reviews meta_title: 'DataForma Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how DataForma works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 6 scale: '5' date_modified: '2026-06-21' parent_category: name: Construction Management url: https://www.g2.com/categories/construction-management --- # DataForma Reviews **Vendor:** DataForma **Category:** [Jobsite Management Software](https://www.g2.com/categories/jobsite-management) **Average Rating:** 3.9/5.0 **Total Reviews:** 6 ## About DataForma If you’re an industrial roofing contractor, a solar company, a plumbing expert, electrical contracting company, or any other type of contractor business working on commercial projects, then Dataforma was made for you. Because Dataforma’s creators were contractors themselves, they understand your company’s day-to-day needs from storing documents, tracking warranties, finding commercial building histories, managing schedules, and keeping track of your employees out in the field via GPS. Our proprietary CRM software provides your business with countless conveniences for all your commercial jobs. Over the years, Dataforma has proven to streamline companies, increase communication among staff, and improve overall revenue. Dataforma has already helped 11,000+ field technicians across the United States and Canada. We want to help your business next. ## DataForma Reviews ### 1. Its the MicroManager Karen of Systems. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2021 **What do you like best about DataForma?** Ability to write out contracts with templates that can be downloaded into Word to personalize contract. **What do you dislike about DataForma?** Everything Else. It takes an average 6 clicks just to see the information that you want. Plus the added frustrations of the App not being able to upload PDFs and needing a different app to illustrate on pictures before uploading on the regular app. Make a mistake and need to delete, well to bad because administration is the only one that can delete. Need to look at all the photos? Get ready to download them or look at them one at a time....you can also do the slide show but forget about zooming in/out on the photo besides the fact that this will only open to about 1/4 of your screen. Want to organize the photos? Good luck cuz they need to be in numerical order, so that is lots of fun! (Hope you can sense the sarcasm.) The phone app also does not sync up with the project so if you call/text/email your client you have to do double entry into Dataforma instead of it automatically logging in the event. The program does not sync up with Google Mail, Contacts nor Events so if you utilize Google then double entry again. The program does not synch up with Quickbooks either so need to do a Purchase Order get ready to do the Order in Quickbooks, Email that out, Download then upload it into DataForma Docs then go back and write down a note and you best believe that the docs, note are different windows. Do your PMs get an email when you update the notes? Of Course Not. You will have to open up another window, the email window and send that out. Does not assist in efficientcy. **What problems is DataForma solving and how is that benefiting you?** The company moved from PipeDrive to DataForma with high expectations that this was a more Production Department and Accounting Department Friendly program even though it was not that Project Manager friendly (in comparison to Pipedrive). What benefits we realized? Unfortunately, NONE: Commercial Dept utilizes Ghantt Chart Only; Residential Dept went back old school to XCell and Accounting Department does use the payable and receivable sections, but solely as a notification to managers of invoices/payments, they still use Quickbooks. - [View DataForma pricing details and edition comparison](https://www.g2.com/products/dataforma/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+03%3A56%3A20+-0500&secure%5Bsession_id%5D=6e4eade7-db63-420e-89f2-753710622b3f&secure%5Btoken%5D=6b365a58ebdfbc47c9a6611e87614a0e49d147516246d1f1280778135b491437&format=llm_user) ## DataForma Features **Additional Functionality** - Commercial - Quality Control Management - Reporting & Statistics - For AEC Industry - Timesheet Management - CRM - For Residential - Real-Time Data - Customizable Reports - Contractor Management - Scheduling - Financial Management - Inventory Management - Mobile Access - Offline Access - Purchase Order Management - Supplier Management - Change Order Management - API - Activity Dashboard - RFI & Submittals - AI Copilot - Subcontractor Management - Status Tracking - Incident Reporting - Bid Management - Permit Management - Materials Management - Access Controls/Permissions - Activity Tracking - Real-Time Updates - Collaboration Tools - Document Management - Equipment Tracking - Contract/License Management - Generative AI - Task Management - Third-Party Integrations - Project Management - Risk Assessment - Accounting Integration - Audit Trail - Compliance Tracking - Building Information Model - Job Costing - Multiple Projects - Workflow Management - Estimating - Budget Tracking **Additional Functionality** - Time & Expense Tracking - Technician Management - Billing & Invoicing - Third-Party Integrations - Scheduling - Quotes/Estimates - Job Costing - Job Tracking - Workflow Management - Timesheet Management - Document Storage - Generative AI - Location Tracking - Communication Management - Work Order Management - Service History - Calendar Management - Activity Dashboard - IoT Device Management - Customer Portal - Mobile Access - Electronic Signature - Real-Time Notifications - Routing - Equipment Tracking - Electronic Payments - Predictive Analytics - Dispatch Management - Maintenance Scheduling - Data Import/Export - Accounting - Reporting & Statistics - API - Reminders - AI Copilot - Customizable Forms - Customer Database - Inventory Management - Accounting Integration - Cost Database - Commercial/Industrial - Job Management - Customizable Branding - Labor Rates - Real-Time Data - CAD Tools - Reporting/Analytics - Customizable Templates - Search/Filter - Visual Assemblies - Bid Management - Takeoff - Customizable Reports - Cost Estimating - For HVAC Companies - Collaboration Tools - Alerts/Notifications **Job Management** - Integration with Inspection Software - Job Tracking - Resource Allocation **Field Management** - Field Collaboration - Field Coordination - Safety Compliance - Field Communication - Workforce Scheduling **Operations** - Roofing Design - Roofing Estimating - Business Operations **Field Service Management** - Mobile App - Contract Management - Industry-Specific CRM **Asset Management** - Resource Management - Timesheets - Visual Project Tracking - Reporting **Resource Management** - Supply Management - Field Service Management - Contractor Management - Contract/License Management - Calendar Management - Invoice Management - Lead Management - Job Management - Team Management - Customizable Fields - Purchase Order Management - Inspection Management - Dispatch Management - Work Order Management - Workflow Management **Additional Functionality** - Electronic Payments - Material Ordering - Reporting & Statistics - Real-Time Reporting - Activity Dashboard - Job Scheduling - Task Scheduling - QuickBooks Integration - Scheduling - Customizable Reports - Document Storage - Mobile App - Customizable Templates - Customer Database - Customer Portal - Accounting Integration - Accounting - Aerial Measurement - Electronic Signature - Industrial - Email Templates - Contact Database - Mobile Access - Photo Capture - Interaction Tracking - CRM - GPS - AI Copilot - Time & Expense Tracking - Job Costing - Quotes/Estimates - Real-Time Updates - Billing & Invoicing - Job Tracking - Alerts/Notifications - Commercial - Equipment Tracking - Generative AI - Activity Tracking ## Top DataForma Alternatives - [FieldPulse](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) - 4.7/5.0 (370 reviews) - [Autodesk Forma (formerly Autodesk Construction Cloud)](https://www.g2.com/products/autodesk-forma-formerly-autodesk-construction-cloud/reviews) - 4.4/5.0 (5,201 reviews) - [Jobber](https://www.g2.com/products/jobber/reviews) - 4.6/5.0 (516 reviews)