Home > Field Service Management Software > Housecall Pro > Housecall Pro vs Dataforma

Housecall Pro vs Dataforma

Last Updated: November 18th, 2024

Our analysts compared Housecall Pro vs Dataforma based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Housecall Pro, sometimes referred to as HCP, is a service industry and fieldwork software solution that exists both as a cloud and mobile application.

It helps users do away with pen and paper bookkeeping by streamlining essential back-office tasks. It also takes standard field service workflows and integrates them into its mobile and cloud-based applications.

Dataforma is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for companies looking to manage tasks efficiently, from scheduling and dispatching to invoicing and customer management. One of the key benefits of Dataforma is its ability to centralize data, making it easier for businesses to access and analyze information, leading to improved decision-making. Its popular features include work order management, project tracking, and mobile access, which enhances field communication and productivity. When compared to similar products, users often highlight Dataforma's user-friendly interface and robust customer support as distinguishing factors. Pricing considerations for Dataforma typically involve a subscription model, which may vary based on the number of users and the specific features required by the business, making it a flexible option for companies of different sizes.

$49 Annual, monthly

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$69.99/User, Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

A Full-Featured Product: Run and streamline all aspects of a field service business with an ‘all-in-one’ product.
Competitive Cost: Reduce overhead expenses and software installation fees with comparatively low priced software, starting at just $19.99 per month.
Better Serves Customers: Handle a myriad of field and back-office tasks, boosting customer satisfaction and securing the user’s revenue stream in an easy and cost-effective manner.
Replaces Cumbersome Back-Office Tasks: Manage cumbersome and repetitive back-office tasks such as billing, scheduling and bookkeeping at one place, reducing the need for archaic technologies like spreadsheets or pen and paper.

Enhanced Productivity: Organizes all aspects of business like work orders, documentation, invoicing and more. Focus on getting work done and increasing productivity on tasks that matter.
Cost Efficiency: Reduce operational costs by tracking and optimizing work orders, fuel consumption, routes and schedules.
Improved Customer Services: Communicate with customers and update them about work orders and service providers. Improve customer service with better communication and faster turnaround time.
Better Coordination: Boost coordination between users, service providers and customers. Improve task allocation while updating customers with real-time service ETAs.
Mobile Access: Users and contractors can work on the move with Android and iOS apps.

Android and iOS: Equip technicians with mobile apps that have cross-platform compatibility across iPhone and Android devices.
Low Processing Rates: Process payments quickly and efficiently and pay comparatively small processing fees. The average processing fee ranges from 1.5% to 3.5% in other industries.
Message Customers: Allow field technicians to send “on my way” messages, pull up customer histories, book and pay via text, with a built-in mobile communications system.
Fast Customer Onboarding: Get assistance in onboarding new customers, managing accounts, handling payment, scheduling, emailing and marketing while saving up to 15 hours per week.
Book Directly Online: Enable customers to book appointments online from the business website, Facebook page, Google page and more.
Website Builder: Get a free, custom website that is deeply integrated with the software.
Advanced Payment Features: Streamline money management with advanced features such as instant pay, money management, QuickBooks integrations, billing, expense cards and more.

Database Management: Maintain a database of all contacts, including contractors and customers at a central platform, along with contact details, work orders and service history.
Lead Tracking: Use lead tracking to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios.
Contract Management: Manage contracts with service providers, facilitate long-term relationships with contractors and give customers quicker service delivery.
Document Management: Store, track and exchange a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Save time spent on paperwork with centralized and organized information.
Inventory Management: Accurately track fleet and inventory metrics like products and equipment, returns to vendors and returns from customers. Check, update and adjust inventory in real time.
Work Order Management: Manage work orders by matching the service request to the most suitable service provider, schedule work orders in advance, track progression for individual orders, capture key information and manage invoices in the same location.
Dispatch Management: Assign service providers, track locations, update customer ETAs and manage dispatch services for each work order.
Portfolio Management: Manage a portfolio of service providers and major projects while making bids and proposals for new projects.
Proposal Generation: Use pre-built proposal formats that include details like the scope of work, exclusions, inspection reports and more. Customize generated proposals to match the organization’s branding and exchange as a PDF.
Project Management: Update and manage a project throughout its lifecycle from contact to completion, with detailed information such as inspection, estimates, key timeline dates, project material and invoice amounts. Monitor workflow scheduling, backlogs and work to be completed in real time.
Correspondence Management: Manages real-time correspondence updates to ensure seamless internal and client-facing communications. It manages a detailed log of phone calls, letters, faxes, emails, messages, meetings and schedules with automated reminders for follow-up actions.
Group Mailers: Engage leads, prospects and customers using customizable mass mailing features. Customize mailing campaigns for different target audiences while personalizing content for each target group.
Billing and Invoicing: Generate accurate and timely invoices through work orders and projects, control overdue invoices, set credit limits, track collections and detailed financial reports.
Purchase Orders and Payables: Create purchase orders for projects, track pending change orders, open purchase orders with a few clicks and analyze spending trends for better financial optimization.
Work Order and Individual Calendars: Generate work orders, assign service providers and schedule work efficiently depending on the location, project type and availability. Let employees schedule their meetings, appointments, events and responsibilities, on individual and company levels.
Service History Tracking: Maintain service histories by address, company or contact. Store critical information like proposals, renders, photographs, written descriptions, invoices, warranties and client and service provider contact details in a unified manner.
Warranty Management: Upload, save, view, manage, share and update all warranty documents. Notify customers about expiring warranties using automated reminders.
Customizable Dashboard: Use a customizable dashboard to quickly access, monitor and analyze business-critical information like work orders, client information, financial figures, scheduled alerts and activity reminders at a glance.
Reports: Generate accurate and insightful reports on accounts receivable, open project status, work orders, inventory and more. Use filters for more details on certain aspects.
Accounting Integration: Integrate with third-party accounting modules to manage accounts receivable, accounts payable, cash receipts, purchase orders and project costing.
Google Maps Integration: Integrate with Google Maps to gain real-time insights on project and service provider locations and track transportation and asset deployments.

Product Ranking

#1

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Field Service Management Software

#8

among all
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Analyst Rating Summary

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Housecall Pro

Dataforma

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User Sentiment Summary

94%

of users recommend this product

Housecall Pro has a 'excellent' User Satisfaction Rating of 94% when considering 5185 user reviews from 5 recognized software review sites.

86%

of users recommend this product

Dataforma has a 'great' User Satisfaction Rating of 86% when considering 212 user reviews from 3 recognized software review sites.

5.0 (11)

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4.3 (90)

4.0 (4)

4.72 (2661)

4.3 (103)

4.7 (2420)

4.3 (105)

5.0 (3)

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Awards

Synopsis of User Ratings and Reviews

User Friendly: 100% of the users who mention ease of use recommend the software for its user-friendliness.

Customer and Tech Support: Nearly 82% of the users who talk about customer and tech support laud their promptness and friendly demeanor.

QuickBooks Integration: Seamless QuickBooks integration makes finance and accounting operations easy to manage, as noted by about 77% of the users who refer to integrations.

Scheduling and Dispatching: The ease of scheduling and dispatching streamlines logistics and service delivery for almost 90% of the users who mention the feature.

Customer Communications: More than 96% of users who talk about customer communications concur that prompt communication and regular updates improve customer satisfaction.

Implementation, Onboarding and Training: Nearly 82% of the users who mention implementation, onboarding and training were pleased with its migration assistance and user adaptation level.

Functionality: The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality.

Billing: Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll.

Reporting: About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data.

Support: The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support.

Customization: About 80% of the users who mention a lack customized workflows and processes wish those features would be added.

Glitches: 100% of the users who refer to glitches note that the software has occasional glitches and data lags, resulting in delays and redundancy.

Reporting: Limited reporting capabilities and lack of customized reports are noted by about 57% of the users who mention the feature.

Duplication: The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication.

Usability: Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information.

Cost: The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.

Housecall Pro is a user-friendly solution for field service businesses to manage scheduling, dispatching and customer communications. Its seamless integration with QuickBooks also assists with finance and accounting operations, making it a well-rounded product. Similarly, its prompt customer and technical support, as well as implementation and onboarding support, are lauded by users. However, its lack of customization, limited reporting functionality and occasional data lags and glitches need more work.

Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence.

Screenshots

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Workiz

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Head-to-Head Comparison

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FAQ

How can I do a in-depth comparison of Housecall Pro and Dataforma? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for Field Service Management Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which Field Service Management Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

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