List of Dataforma Field Services CRM Customers
York, 17403, PA,
United States
Since 2010, our global team of researchers has been studying Dataforma Field Services CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Dataforma Field Services CRM for Customer Support from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Dataforma Field Services CRM for Customer Support include: KPost Roofing & Waterproofing, a United States based Construction and Real Estate organisation with 404 employees and revenues of $75.0 million, Rackley Roofing, a United States based Construction and Real Estate organisation with 270 employees and revenues of $68.0 million, Front Range Roofing Systems, a United States based Construction and Real Estate organisation with 180 employees and revenues of $45.0 million, Ramcon Roofing, a United States based Construction and Real Estate organisation with 250 employees and revenues of $35.0 million and many others.
Contact us if you need a completed and verified list of companies using Dataforma Field Services CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Dataforma Field Services CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Front Range Roofing Systems | Construction and Real Estate | 180 | $45M | United States | Dataforma | Dataforma Field Services CRM | Customer Support | 2006 | n/a |
In 2006 Front Range Roofing Systems implemented Dataforma Field Services CRM to centralize customer management and field service operations. The deployment emphasized CRM, service ticketing and photo documentation capabilities under the Customer Support category, using Dataforma Field Services CRM to structure work-order workflows and link field activity to back-office processes.
Integrations included QuickBooks to align job records with accounting and payroll reconciliation, and the implementation covered Colorado field operations, impacting field crews, service dispatch, and accounting teams. Governance consolidated ticketing and photo documentation into a single operational workflow between field and office, and the company reported savings up to six days a month on accounting and payroll as well as improved forecasting for its Colorado operations.
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KPost Roofing & Waterproofing | Construction and Real Estate | 404 | $75M | United States | Dataforma | Dataforma Field Services CRM | Customer Support | 2007 | n/a |
In 2007, KPost Roofing & Waterproofing implemented Dataforma Field Services CRM to centralize document storage, customer records, invoicing and preventative maintenance workflows. This deployment is classified as Customer Support and targeted the company’s Dallas operations, consolidating service documentation and customer-facing records into the vendor platform.
The implementation leveraged core CRM capabilities, document and work order management functions, and invoicing processes as described in the case study narrative. Dataforma Field Services CRM was configured to support customer intake, service scheduling, generation and storage of project documents, and recurring preventative maintenance workflows, aligning service delivery and billing processes under a single application.
Operational coverage extended across field operations, project management, estimating and finance teams, and customer support functions within the company. The system centralized customer records and job documentation to create consistent service workflows and to support coordination between field crews and back office staff.
Governance focused on standardized document storage and unified invoicing and work order procedures to enforce consistent operational practices. The vendor credits the Dataforma Field Services CRM implementation with streamlining operations and enabling KPost Roofing & Waterproofing to scale to larger commercial projects.
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Rackley Roofing | Construction and Real Estate | 270 | $68M | United States | Dataforma | Dataforma Field Services CRM | Customer Support | 2010 | n/a |
In 2010, Rackley Roofing implemented Dataforma Field Services CRM to centralize customer engagement and field operations as part of its Customer Support capabilities. The deployment covers Rackley Roofing's Middle Tennessee service operations and supported expansion from one service crew to 25 service crews while enabling a transition to paperless field documentation during the pandemic.
Dataforma Field Services CRM is used for core CRM functions, work order management, invoicing, scheduling and field documentation. The implementation emphasizes a continuous workflow from customer record to dispatched work order and on to invoicing, aligning Customer Support processes with field execution and billing. Scheduling integrations were implemented to synchronize field crew calendars and dispatch queues with the work order engine.
The system operates as the operational backbone for field teams, dispatch coordinators and billing staff across Rackley Roofing's regional operations. Integrations center on scheduling connections and real time field documentation capture, supporting mobile-first field data entry and photo documentation to replace paper forms. Dataforma Field Services CRM serves as the single source for customer histories, service status and invoice generation within the company’s operational processes.
Rollout was executed across the company’s Middle Tennessee service operations with governance focused on standardizing work order lifecycle, document capture procedures and invoice workflows. The case study documents a seamless move to paperless operations during the pandemic and growth in crew count from 1 to 25 as outcomes of the Dataforma Field Services CRM implementation.
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Ramcon Roofing | Construction and Real Estate | 250 | $35M | United States | Dataforma | Dataforma Field Services CRM | Customer Support | 2021 | n/a |
In 2021, Ramcon Roofing implemented Dataforma Field Services CRM. The deployment positioned Dataforma Field Services CRM as the core Customer Support application for service intake and field coordination across operations, customer service, dispatch, and back office billing.
Configuration centered on work order management, job scheduling, mobile field data capture, and documentation capture including photos, labor hours, and material logs. The system was used to create and manage work orders with detailed job descriptions and access requirements, and to support proposal generation and maintenance agreement processes.
Operational use was anchored by administrative staff acting as the first point of contact for service calls, emails, and portal requests, coordinating scheduling confirmations with field teams and following up on outstanding invoices and approvals. Dataforma was used alongside Sage 300 CRE for data entry and reporting, indicating a coexisting back office accounting workflow rather than an explicit integration.
Governance and workflow changes emphasized role based responsibility for ticket creation, escalation paths for approvals, and standard procedures for compiling supporting artifacts to enable timely invoicing. Operational scope covered customer communication, service coordination, estimating, and invoicing functions within Ramcon Roofings United States operations.
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