Field service and project management for residential and commercial contractors.
Dataforma is a cloud-based field service and project management platform built for residential and commercial contractors. Roofing, HVAC, electrical, plumbing, and restoration contractors across the United States, Canada and Mexico run their production and service departments utilizing the Dataforma Work Flow: Sales > Production > Service (Reactive) > Maintenance (Proactive) and a branded client portal that gives their customers 24/7 access to their work history.
Contractors chose Dataforma because the office and the field finally share one record. The gap that remained was accounting. Field data was captured cleanly, then rekeyed by hand into the general ledger.
The Dataforma integration for Sage Intacct closes that gap. Customers, AR invoices, and payments flow from Dataforma into Sage Intacct on a controlled sync, mapped to your existing chart of accounts. Your field teams keep working in the system built for their trade. Your finance team keeps Sage Intacct as the system of record, with revenue posted against the accounts and dimensions you already use.
Built by contractors, for contractors, since 2004.
Key Benefits:
Stop rekeying field data into the general ledger
Work orders, labor, and material captured in the field become AR invoices in Sage Intacct without a second round of manual entry. The financial team closing the month stop retyping what the people in the field already recorded, and the errors that come with re-entry.
Invoice faster from work completed
Technicians capture labor, materials, and photos on the mobile app as the job happens. Dataforma builds the invoice from that record and syncs it to Sage Intacct, shortening the distance between work performed and cash collected.
Post to the chart of accounts you already run
The integration reads your live Sage Intacct GL accounts and lets you map Dataforma charges against them. Sage Intacct stays the system of record. Nothing is restructured to accommodate the field system.
Keep customer records aligned across both systems
Customers created in Dataforma can be created in Sage Intacct automatically, so the two systems do not drift apart as your service department grows.
Close the loop on payments
Payments recorded against Dataforma invoices sync back to Sage Intacct, so AR reflects what has actually been collected without a separate reconciliation pass.
Purpose built for the trades, not adapted to them
Dataforma is not a generic field service tool. It is built around how residential and commercial contractors actually work: service departments, recurring maintenance, warranty work, building level history, and the reporting a contractor needs to know which buildings and which crews make money.
Requirements:Integrating with this application requires you to use the tech partner’s SenderID. By using the tech partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier.
This integration is approved for Sage Intacct Construction.
Price:
User Subscription
Integration Approved Countries:
United States
About:
We built Dataforma to help contractors track their business and find success in an industry that is notoriously difficult to manage. We quickly realized that we could use our software to do more than just help our own business – we could help the construction industry as a whole. So we stopped working as contractors, quit our jobs and started this company from scratch.
Now with over two decades of experience under our belt, we’re a trusted source in the construction industry for business management solutions across 50 states and Canada. We’re dedicated to developing the best possible solutions for construction businesses everywhere, no matter how many employees you have or what type of industry you’re in!