Home > Field Service Management Software > ServiceTitan > ServiceTitan vs Dataforma

ServiceTitan vs Dataforma

Last Updated:

Our analysts compared ServiceTitan 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
ServiceTitan Software Tool
SelectHub Award Winner
Dataforma Software Tool
Get Free Demo Demo    Request Pricing Pricing
Get Free Demo Demo    Request Pricing Pricing

Product Basics

Analyst Rating

85 Detailed Analysis

User Sentiment

Excellent User Sentiment (208 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Great User Sentiment (212 Reviews)
ServiceTitan is a cloud-based solution that provides small to mid-sized businesses with capabilities such as scheduling, dispatching, invoicing, payroll, timesheets, contract management, marketing, sales and customer communications.

It helps companies streamline day-to-day operations, boost customer satisfaction and access data insights anytime and anywhere. With comprehensive reporting inclusions and mobile modules to facilitate field operations, it saves money and time while improving operational efficiency and bottom-line revenue.
read more...
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.
read more...
$398 Monthly
Free Trial is unavailable →
Get a free price quote
Tailored to your specific needs
$69.99/User, Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
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
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Increased Efficiency: ServiceTitan automates scheduling, dispatching, and routing, reducing manual efforts and freeing up time for more strategic tasks.
  • Enhanced Customer Experience: With real-time updates and easy booking options, ServiceTitan helps businesses provide a seamless and responsive service experience to their customers.
  • Improved Financial Management: The software offers robust invoicing, billing, and financial tracking tools that simplify financial operations and improve cash flow management.
  • Better Decision Making: ServiceTitan's comprehensive reporting and analytics features enable businesses to make informed decisions based on accurate data and insights.
  • Streamlined Inventory Management: The platform provides tools for tracking inventory in real-time, ensuring that businesses have the right parts and supplies when they need them.
  • Increased Sales Opportunities: ServiceTitan includes features for upselling and cross-selling, helping businesses identify and capitalize on additional revenue opportunities.
  • Enhanced Team Communication: With built-in messaging and notification systems, ServiceTitan keeps teams connected and informed, improving coordination and reducing errors.
  • Compliance and Safety: The software helps businesses stay compliant with industry regulations and maintain high safety standards through systematic record-keeping and reminders.
  • Mobile Accessibility: ServiceTitan's mobile app enables technicians to access job details, customer information, and work orders from anywhere, enhancing flexibility and responsiveness.
  • Customer Retention: By providing personalized service histories and follow-up tools, ServiceTitan helps businesses build lasting relationships with their customers, encouraging loyalty and repeat business.
read more...
  • 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. 
read more...
  • Financial Growth  
    • Call Booking: CSRs can access auto-populated customer details before picking up calls. Offer undivided attention to customers by choosing from easy drop-down menus instead of a keyboard. Record and manage incoming customer calls to save call booking information. 
    • Marketing: Create, monitor and edit marketing campaigns. Track and analyze total incoming calls with ads to measure ROI. Create phone numbers for new ads quickly. 
    • Memberships and Contracts: Simplifies building of equipment-based contracts and maintenance memberships. Tailor-make service agreements and contracts for customers. Customize monthly expenses, choose additional maintenance tasks and add service upgrades. Access agreement performance summaries with completed visit details, cost and revenue. 
    • Local Services Ads: Appear among top Google search results when customers search for a relevant product or service. Auto-populates bookings directly to the system dashboard. 
  • Operational Tools  
    • Dispatching: Ensure that the right tech handles the right job by automatic assignment and dispatch based on factors such as technician location, schedule, skill set and more. Other features include a notification center, automatic job confirmations, job history, ACP, project filter, property data display and dispatch notifications. 
    • Scheduling: Schedule complex jobs in advance with suitable technicians. Custom tags allow technicians to flag jobs with details like prior rescheduling, languages spoken and special tool requirements. 
    • Payroll: Offers integrated payroll processing tools, including automated bonuses and live timesheet tracking. Apply performance-based incentives and pay, or import additional pay items through spreadsheets or API for job costing. 
    • Timesheets: Automatically documents wrench time, vendor runs and technician drive hours on individual timesheets for field employees. Configure start and overtime in a single click. Office employees can view payroll histories and clock in and out in real time. 
  • Real-time Insights  
    • Reporting: Dynamic dashboards offer tailored KPIs and metrics. Track KPI goals, gain insights into call times and filter transactions based on date range or business unit. Receive live updates on membership sales and revenue generated by each technician. 
    • QuickBooks: Integrates with QuickBooks to handle accounting. Capture customer purchases and export invoices to QuickBooks in real time. 
    • Sage Intacct: Offers integration with Sage Intacct. Office networks can operate in synchronization and update financial records with a single entry. Authorized employees and owners can access financial information on mobile devices. 
    • Job Costing: Access and monitor costing breakdowns like labor, equipment and raw material and receive real-time updates. Get alerts whenever a bill is due to be accepted. 
    • TitanAdvisor: Get a best-practices guide and receive personalized tool recommendations suitable for a specific business. Utilize features to their optimum value with in-built playbooks guided setup. 
  • Customer Assistance  
    • Mobile: Enable quick and better field operations with mobile apps for field technicians to download schematics, handle bills and orders and manage inter-staff communication. 
    • Customer Experience: Send ETAs with technician bios for appointment reminders to customers. Confirm or reschedule appointments and ask questions over SMSs. Enables customers to track service technicians. 
    • Payments: Automatically processes recurring membership payments in custom intervals and batches. Field staff can capture images, credit cards and checks or send personalized links to the payment portal. 
    • Financing: Complete applications with easy data access to customer profiles. Facilitates instant approvals, automatic finance calculations and customizable financing rules for individual customers. 
    • Property Data: The property data display offers CSRs with crucial information such as property size, age, interiors and location. 
read 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. 
read more...

Product Ranking

#2

among all
Field Service Management Software

#8

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

85
we're gathering data
98
we're gathering data
100
we're gathering data
73
we're gathering data
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ServiceTitan
Dataforma
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 98 100 73 93 86 92 92 65 86 82 83 0 25 50 75 100
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
75%
0%
25%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
91%
0%
9%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
89%
0%
11%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
50%
0%
50%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
83%
0%
17%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

User Sentiment Summary

Excellent User Sentiment 208 reviews
Great User Sentiment 212 reviews
90%
of users recommend this product

ServiceTitan has a 'excellent' User Satisfaction Rating of 90% when considering 208 user reviews from 4 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.

1.0 (1)
n/a
4.2 (45)
4.0 (4)
4.6 (154)
4.3 (103)
n/a
4.3 (105)
4.1 (8)
n/a

Awards

SelectHub research analysts have evaluated ServiceTitan and concluded it earns best-in-class honors for Customer Management. ServiceTitan stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Customer Management Award

we're gathering data

Synopsis of User Ratings and Reviews

Core Features and Functionality: Nearly 95% of users who mention the core features and functionality concur that this system is a well-rounded product built to meet industry-specific requirements.
Customer Support: Approximately 53% of users who talk about customer support mention that the support staff is quick to respond, friendly and knowledgeable.
Easy to Use: About 80% of users who mention user-friendliness recommend the software for its ease of usage.
User Interface: As many as 54% of users who refer to the user interface note that the software is intuitive and easy to navigate.
Show more
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.
Show more
Cost: 100% of the users who talk about pricing report that it is a pricey product, which can be a detrimental deciding factor.
QuickBooks Integration: Approximately 60% of users who mention QuickBooks integration note that the integration is glitchy and requires double inputs in both solutions, making it redundant.
User Adaptation: Nearly 100% of the users who refer to onboarding and user adaptation agree that the product has a steep learning curve.
Show more
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.
Show more

ServiceTitan garners praise for its user-friendly interface and comprehensive features, particularly its scheduling, dispatching, inventory management, and reporting capabilities. Users appreciate the software's ability to streamline operations and enhance productivity, highlighting features like automated job confirmations, technician bios, real-time customer notifications, and convenient payment options. The platform's robust project management tools, including real-time project tracking, budget management, and automated payment applications, are also commended for their effectiveness in keeping projects on track and profitable. Despite its strengths, some users express concerns about ServiceTitan's cost, which can be a barrier for smaller businesses. Additionally, the software's limited integration with other systems can pose challenges for businesses with existing technology stacks. While ServiceTitan offers a competitive feature set comparable to platforms like Salesforce Service Cloud and Microsoft Dynamics 365 Field Service, its affordability often sets it apart. ServiceTitan is best suited for businesses, regardless of size, seeking to optimize their field service operations. Its comprehensive features cater to various industries, including HVAC, plumbing, electrical, and pool services. The software's ability to automate tasks, improve communication, and provide real-time insights empowers businesses to enhance efficiency, customer satisfaction, and profitability.

Show more

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.

Show more

Screenshots

Top Alternatives in Field Service Management Software

Dynamics 365 Field Service
FieldEdge
Housecall Pro
IFS Field Service Management
Jobber
Kickserv
mHelpDesk
Oracle Field Service
Salesforce Field Service
Service Fusion
ServiceMax
ServicePower
simPRO
Workiz

Related Categories

Carpet Cleaning Software
Cleaning Service Software
Dispatch Software
GPS Tracking Software
HVAC Software
Job Management Software
Job Scheduling Software
Lawn Care Software
Locksmith Software
Pest Control Software
Plumbing Software
Pool Service Software
Routing Software
Service Scheduling Software
Show more
Carpet Cleaning Software
Cleaning Service Software
GPS Tracking Software
HVAC Software
Job Management Software
Job Scheduling Software
Lawn Care Software
Locksmith Software
Pest Control Software
Plumbing Software
Pool Service Software
Routing Software
Service Scheduling Software
Show more

Head-to-Head Comparison

ServiceTitan VS Dynamics 365 Field Service
ServiceTitan VS FieldEdge
ServiceTitan VS Housecall Pro
ServiceTitan VS IFS Field Service Management
ServiceTitan VS Jobber
ServiceTitan VS Kickserv
ServiceTitan VS Oracle Field Service
ServiceTitan VS Salesforce Field Service
ServiceTitan VS Service Fusion

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics
Build Your Requirements
SelectHub Products Cost and Pricing Guide
Get Your Free Comparison Report
Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
    Table settings