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Average Ratings 7 Ratings

Total
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features
design
support

Description

FieldEdge gives service contractors a complete operational command center that unifies field and office workflows into a single streamlined platform. Business owners gain instant visibility into technician performance, marketing ROI, financial health, and key operational metrics—all in real time. The dynamic dispatch board simplifies technician scheduling, while automated workflows reduce manual billing, cut paperwork, and accelerate cash flow. Technicians benefit from FieldEdge Mobile, which allows them to create invoices, accept payments, update work orders, and book follow-up jobs before leaving the customer’s driveway. FieldEdge integrates deeply with QuickBooks, minimizing data entry and eliminating accounting inconsistencies. Its built-in marketing tools help contractors optimize spend and convert more leads into paying customers. With measurable improvements like reduced admin hours, lower costs, and higher productivity, companies quickly see an ROI. Whether you handle one truck or dozens, FieldEdge delivers the structure, automation, and insight contractors need to scale with confidence.

Description

Optima Pro field service software allows you to manage work orders and warranties, service contracts, field scheduling, spare parts inventory, service organization, and field service scheduling. Optima Pro, Damco's most popular Salesforce product, is a tool that streamlines field service operations. It optimizes Field Service workflows by organizing service delivery teams according to their skills and availability, tracking service contracts and offering automatic renewal provisions. Invoices can be generated/modified, and dispatchers/managers have access to the agents' real-time location. One segment of the field service industry is under constant pressure to coordinate its tasks. They are responsible for monitoring on-site service, dispatch technicians for repairs and maintenance, as well as honoring customer SLAs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asset Integrity Hub (AIH) Yes 
NationBuilder Yes 
Nearby Now Yes 
Nexa Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Salesforce No 
Twilio Yes 
pulseM Yes 

Integrations

Asset Integrity Hub (AIH) No 
NationBuilder No 
Nearby Now No 
Nexa No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
Salesforce Yes 
Twilio No 
pulseM No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Free to Start
Price based on the requirement
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Xplor

Founded

2009

Country

United States

Website

fieldedge.com

Vendor Details

Company Name

Achieva.ai

Founded

1996

Country

United States

Website

achieva.ai/

Product Features

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial Yes 
Contract Management Yes 
Customer Database Yes 
Electronic Signature Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking Yes 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Locksmith

Billing & Invoicing Yes 
CRM No 
Dispatch Management Yes 
GPS Tracking Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Processing Yes 
Scheduling Yes 
Work Order Management Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders No 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers No 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control Yes 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

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