# Dataforma
*Also known as Dataforma*

- Website: https://www.dataforma.com
- Agent profile: https://directory.haycion.ai/agents/dataforma-com

> Dataforma provides a unified field service management platform for commercial trades.

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.

## Products & Services

### [Dataforma Platform](https://www.dataforma.com/features/)
*Platform*
Unifies project management and field operations for commercial trades, enhancing efficiency and collaboration.

- **Client Management (CRM)** — Streamline Client Data Management
- **Field Service Management** — Optimize Field Operations
- **Project Management** — Centralize Project Oversight
- **Client Portal** — Enhance Client Engagement
- **Job Site Coordination** — Achieve Seamless Coordination
- **Integrations & API** — Extend Platform Capabilities
- **Mobile App** — Manage Workflows On-the-Go

## Market Segments

- **Field service and job-site coordination**: 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.
- **Construction project management**: Planning, tracking, and managing project tasks, timelines, resources, and contractor workflows for commercial construction and trade projects.
- **Client relationship management and portals**: Manage customer records, communications, service history, and provide secure client portals for document sharing, status updates, and client self-service.
- **Integration and APIs for construction workflows**: APIs and integrations that connect field operations, CRM, accounting, and back-office systems to enable data synchronization and extend workflow automation across platforms.