Dataforma
One platform for roofing business management
By Jesse Sanchez. Dataforma brings customer relationship management, service tracking, scheduling, invoicing and field communication together in one roofing-focused platform. Roofing contractors manage a wide range of responsibilities, from tracking leads and proposals to coordinating field teams, processing invoices and maintaining service histories. Dataforma was designed to bring those daily ...
New integration answers a contractor request
By Jesse Sanchez. The new integration connects ordering, pricing and project workflows for commercial roofing contractors. Commercial roofing contractors have been wanting an integration from Dataforma and QXO built around daily ordering and estimating workflows, and the companies responded. In this episode of Roofing Road Trips®, Karen Edwards spoke with ...
Maintenance management software is where the real work happens
By Jesse Sanchez. Dataforma’s maintenance module is built to help commercial roofing contractors manage recurring service work, inspection reports and customer records more efficiently. For commercial roofing service contractors, maintenance is the recurring work that keeps customer relationships active. It is also where management software can help contractors organize schedules, ...
Refocusing on functionality, aesthetics and customer success
By Jenny Yu. Dataforma’s new sales module provides a cohesive, all-in-one system for commercial contractors to achieve greater efficiency. For the past 23 years, Dataforma has provided software for commercial contractors to help manage their businesses. In a conversation with The Coffee Shops™, Dataforma’s COO Brian Cook discussed how ...
Trends to track in the trades
By The Coffee Shops™. Software, sustainability, safety and science all drive the construction industry’s future. In the article “Innovations Shaping the Construction Industry,” Dataforma highlights how digital tools, sustainability initiatives and advanced materials are reshaping the future of construction for contractors and trade professionals. As contractors face increasing pressure to ...
New integration streamlines workflows for commercial roofing contractors
By Jenny Yu. Dataforma and QXO team up to reduce manual processes and strengthen supplier communication. Commercial roofing contractors have long asked for tighter integration between business management software and supplier ordering systems. Now, a new integration between Dataforma and QXO aims to simplify that process by connecting estimating, purchasing ...
Leveraging contractor insights to accelerate innovation
By Jenny Yu. Dataforma’s latest updates show how contractor-driven design can improve functionality, speed and user experience. At a time when roofing contractors expect software to evolve quickly, Dataforma is leaning heavily into customer-driven development and AI-powered innovation. During a recent CoatingsTalk™ hosted by Karen Edwards, Dataforma leaders shared ...
Dataforma expands contractor workflows with integrated sales tools
By Jesse Sanchez. New platform updates bring sales, service and project management into a single system for contractors. At the International Roofing Expo (IRE) 2026 in Las Vegas, software provider Dataforma is demonstrating how contractors can simplify operations by consolidating core business functions into a single platform. As roofing companies ...
Software, Collaboration and the Alchemy of Getting It Done
In this CoatingsTalk™, Brian Cook and Mark Zeleznock with Dataforma sit down with Megan Ellsworth for a one-of-a-kind webinar dissecting how Dataforma’s radical approach to contractor feedback redefined the customer satisfaction in roofing software. In late 2025, Dataforma invited its users to a summit and used the time to hear ...
Software, Collaboration and the Alchemy of Getting It Done
In this CoatingsTalk™, Brian Cook and Mark Zeleznock with Dataforma sit down with Megan Ellsworth for a one-of-a-kind webinar dissecting how Dataforma’s radical approach to contractor feedback redefined the customer satisfaction in roofing software. In late 2025, Dataforma invited its users to a summit and used the time to hear ...
UP TO THE MINUTE
