---
description: Dataforma : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Dataforma - Avis, notes, prix et abonnements - Capterra Canada 2026
---

Breadcrumb: [Accueil](/) > [Logiciels de gestion des interventions](/directory/10009/field-service-management/software) > [Dataforma](/software/130599/dataforma)

# Dataforma

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> Logiciel web de gestion des interventions sur site avec planification intégrée, facturation et suivi GPS pour les entrepreneurs.
> 
> Conclusion : 105 utilisateurs lui ont donné la note de **4.3/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

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## Présentation

### Qui utilise Dataforma?

Tout entrepreneur gérant des travaux de service et des grands travaux de production et qui cherche à rationaliser son activité dans un seul système.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **4.3/5** | 105 Avis |
| Simplicité | 3.9/5 | D'après l'ensemble des avis |
| Support client | 4.6/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 4.0/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 4.0/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: Dataforma
- **Pays**: York, É.-U.
- **Fondé**: 2004

## Contexte commercial

- **À partir de**: 69,99 $ US
- **Type de licence**:  (Version d’essai gratuite)
- **Public cible**: 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Déploiement et plateformes**: Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile)
- **Langues**: anglais
- **Pays disponibles**: Canada, États-Unis

##  Fonctionnalités

- Accès mobile
- Application mobile
- Base de données de clients
- Base de données de contacts
- Devis
- Estimation des coûts
- Facturation
- GPS
- Gestion client
- Gestion des contrats/licences
- Gestion des documents
- Gestion des expéditions
- Gestion des inspections
- Gestion des ordres de travail
- Gestion des techniciens
- Historique des services
- Logiciels CRM (gestion de la relation client)
- Planification
- Planification de la maintenance
- Prise de clichés
- Recouvrement des paiements sur le terrain
- Routage
- Signature électronique
- Subcontractor Monitoring
- Suivi des projets
- Suivi du temps
- Suivi du temps en ligne

## Intégrations (5 au total)

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

## Ressources d'aide

- Service client/courriel
- FAQ/forums
- Base de connaissances
- Support téléphonique
- Support 24/7 (réponse directe)

## Category

- [Logiciels de gestion des interventions](https://fr.capterra.ca/directory/10009/field-service-management/software)

## Catégories connexes

- [Logiciels de gestion des interventions](https://fr.capterra.ca/directory/10009/field-service-management/software)
- [Logiciels pour électriciens](https://fr.capterra.ca/directory/31006/electrical-contractor/software)
- [Logiciels de charpente](https://fr.capterra.ca/directory/31298/roofing/software)
- [Logiciels CVC](https://fr.capterra.ca/directory/30107/hvac/software)
- [Logiciels pour plombiers](https://fr.capterra.ca/directory/30673/plumbing/software)

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3. [Contractor Foreman](https://fr.capterra.ca/software/166113/contractor-foreman) — 4.5/5 (815 reviews)
4. [FOUNDATION](https://fr.capterra.ca/software/2032/foundation) — 4.3/5 (362 reviews)
5. [Revit](https://fr.capterra.ca/software/183122/revit) — 4.6/5 (479 reviews)

## Avis

### "Our company has really benefited from implementing Dataforma into our daily operations" — 5.0/5

> **John** | *23 avril 2018* | Taux de recommandation : 9.0/10
> 
> **Avantages**: We are just starting to implement the software but have really made use of the scheduling features in our service department.
> 
> **Inconvénients**: I am not a huge fan of the system opening a new browser window with every click but I am getting used to it.

-----

### "Dataforma is very useful for our Service Departments" — 5.0/5

> **Stacy** | *19 août 2024* | Construction | Taux de recommandation : 10.0/10
> 
> **Avantages**: Ability to schedule tickets for employees in field- ease of creating invoice at completion of job.  Helps to organize and manage clients and work completed at each business location
> 
> **Inconvénients**: Could be a little more user friendly in crating relationships between buildings/customers and companies.  Once initial set up is complete of each company it becomes much easier to create work orders.
> 
> Implementation and Training was a great experience. \[sensitive content hidden\] was extremely helpful in getting everyone trained and continues to be an available resource for questions.

-----

### "Will Make Your Office Paperless" — 3.0/5

> **Jonathan** | *24 septembre 2019* | Eau/gaz/électricité | Taux de recommandation : 5.0/10
> 
> **Avantages**: I love Dataforma because it allowed us to move to a paperless office, gone are the days of file folders\! I also love the software because it works in a logical way, and has the potential to help your office run more efficiently. One cool feature is that  Dataforma allows you  to have custom templates made to meet your specific need, this feature has had the biggest impact for us.
> 
> **Inconvénients**: There a few things to mention when it comes to the cons. One of the biggest aspects of Dataforma that I do not like is the Timecard feature. There's no way for our employees to see their hours for the week, and overall the employee experience is lacking when it comes to keeping track of timecard hours-this holds us back from becoming completely paperless .One of the reasons for this is that Dataforma is in transition right now and there are some glitches and bugs, which hold the product back in a big way. To go along with this, they recently raised their fees, charging a per user fee which if we would have kept our current users, our price would have doubled. So this has been a big setback for us. Dataforma is not a polished or finished product, thus the high price really is not justified at this point.
> 
> Overall I am thankful for Dataforma, it has taken our business to a paperless office and we are running more efficiently. I would like to make the potential buyer aware that it's not a finished product and there are bugs and glitches that I am still waiting for them to fix for us. The customer experience is inconsistent, sometimes really good and helpful while other times it's very difficult to get the help you need.

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### "Dataforma Review" — 5.0/5

> **Lisa** | *17 septembre 2019* | Construction | Taux de recommandation : 9.0/10
> 
> **Avantages**: I love the convenience of the program.  I can pull information within seconds.  Also the calendar is great as well.  You can do so much through the calendar.  The mobile app is easy for our techs to use so we are getting real time information that can be passed to the customer.  In addition, we can do inspection reports while the techs are on site and send to the customer and even get approval and start to process of the repairs.  &#10;&#10;I also like that a customer gets the photos and that has made a big difference with our customers.  They typically don't go on the roof and to send photos to them helps them to see what work was performed and that builds trust with the customers.
> 
> **Inconvénients**: I believe the biggest con would be the new changes.  Some of the changes make our part of what we use in the system more difficult.  I wish there would of been a little more time spent on the training with some of the changes.  The "employee" portion seems to be the most difficult since we aren't using DF to do payroll, there are extra steps now. &#10;&#10;Something else that is a "con" is the credit memo process.  They show up as "paid in full" and that can be difficult to follow.  It would be nice if they showed up as a credit memo.
> 
> It has been a great experience.  It has actually streamlined our side (Service) of the business and allows us to invoice quickly and get info to our customers in a timely manner.  DF was able to patch into our accounting system which is very helpful.

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### "No Comparison - Best Overall" — 5.0/5

> **Danielle** | *25 septembre 2019* | Organisme social ou civique | Taux de recommandation : 10.0/10
> 
> **Avantages**: The way DataForma links everything together is amazing.  To be able to know one solid piece of information and search other relationships back from that point to find what you need is amazing\!\!  But then that does not say enough about document storage, ease of access and use, and the 1-point location for finding everything you need at your fingertips.
> 
> **Inconvénients**: There are a few things that could use some tweaking.  The Leads module - while we use it as a good tool it would be great to be able to transition a lead to a Work Order without having to re-enter the information.  It would also be nice when using the search function to be able to click on the headings and sort by that heading.
> 
> I have worked with DataForma in varying capacities since 2007.  I have also worked with other "online based" contractor systems and hands-down DataForma is the easiest, all-inclusive, best value system I have used.  DataForma is built for roofing contractors and when used it just cannot be beat.  The functionality is amazing, and the continued growth and development keeps up with technology and the demands of roofing contractors.  The complete history kept in easy access.

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## Liens

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