Dataforma
Where AI fits into your tech stack
By Jesse Sanchez. Artificial intelligence is changing the way contractors work, but getting the most from AI starts with understanding where it belongs within the technology and processes businesses already rely on. In an upcoming CoatingsTalk™, on September 9, 2026, at 11 a.m. PT, Megan Ellsworth meets with Mark Zeleznock from ...
Where AI Fits Into Your Tech Stack
In this CoatingsTalk™, Megan Ellsworth sits down with a representative from Dataforma to talk about how artificial intelligence is reshaping the way contractors manage their businesses. They explore where AI fits within a contractor's technology stack and how it can support, rather than replace, the systems and people that keep ...
Where AI Fits Into Your Tech Stack
In this CoatingsTalk™, Megan Ellsworth sits down with a representative from Dataforma to talk about how artificial intelligence is reshaping the way contractors manage their businesses. They explore where AI fits within a contractor's technology stack and how it can support, rather than replace, the systems and people that keep ...
Turn roofing leads into lasting customer relationships
By Jesse Sanchez. A roofing customer relationship management (CRM) system can help contractors organize leads, strengthen communication and make more informed sales decisions. Generating quality leads is essential for roofing contractors competing in a fast-moving market. While marketing helps attract prospective customers, Dataforma can help roofing companies establish a reliable ...
Contractors help shape the next generation
By Jesse Sanchez. Dataforma is using contractor feedback and artificial intelligence to accelerate software development and expand tools for sales, service, production and maintenance. Contractor input is playing a central role in how Dataforma designs, tests and releases new software features. During this CoatingsTalk sponsored by Dataforma, Chief Executive Officer ...
A better inspection starts in the field
By Jesse Sanchez. Dataforma is reworking its inspection process to reduce field friction and strengthen the documentation that supports reports, recommendations and client communication. Roof inspections are the starting point for much of the work that follows, from documenting existing conditions to preparing client reports and identifying potential repairs. When ...
Entering a new era of contractor-focused development
By Jesse Sanchez. New sales, maintenance and dashboard tools are designed to help contractors manage more of their operations in one connected platform. Dataforma is refreshing its platform with new sales, maintenance and reporting capabilities shaped directly by contractor feedback. Brian Cook, chief operating officer of Dataforma, said the company’s ...
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, ...
