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Average Ratings 7 Ratings

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ease
features
design
support

Description

Accelerate project execution by managing scheduling and dispatch in real-time. Schedulers can utilize centralized and shared views to monitor committed workloads, issue work orders, and allocate technicians effectively for various projects. It's essential to establish required certifications to guarantee that only qualified technicians are scheduled, while alerts will notify you if any scheduled technicians fail to meet the necessary criteria. Notifications can be sent via text or email, allowing for immediate responses to work order requests. Additionally, the process of gathering and managing sample and test data, along with photos and field observations, can be streamlined for quicker, data-driven decision-making and project implementation. Field technicians have the ability to quickly access work orders, upload vital data, and produce comprehensive daily reports. This system ensures that from the field to the office, whether on a desktop or mobile device, a centralized data repository is available, providing the project team with real-time access to reliable and actionable information, ultimately enhancing collaboration and efficiency across the board. The integration of these tools not only boosts productivity but also fosters a culture of accountability within the team.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS)
Docusign
Salesforce

Integrations

Amazon Web Services (AWS)
Docusign
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free to Start
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Agile Frameworks

Founded

2011

Country

United States

Website

www.agileframeworks.com/solutions/

Vendor Details

Company Name

Damco Solutions

Founded

1996

Country

United States

Website

www.damcogroup.com/salesforce/

Product Features

Field Service Management

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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