Average Ratings 7 Ratings

Total
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Average Ratings 0 Ratings

Total
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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.

Description

ServiceLedger Software serves as a comprehensive management system tailored for organizations engaged in field service. Targeting mainly the markets of the United States, Canada, and Australia, it equips businesses with an integrated platform for efficient service tracking, scheduling, dispatching, and invoicing, all accessible from a single interface. This all-in-one solution not only enhances operational efficiency and reduces costs but also provides valuable insights into business performance and fosters greater productivity. With such capabilities, users can streamline their processes and make informed decisions that contribute to overall growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce No 

Pricing Details

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

Pricing Details

$1995.00/one-time
Free Trial Yes 
Free Version 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 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Achieva.ai

Founded

1996

Country

United States

Website

achieva.ai/

Vendor Details

Company Name

ServiceLedger

Founded

1998

Country

United States

Website

www.serviceledger.com

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 

Product Features

Facility Management

Asset Management Yes 
Commercial Properties No 
Equipment Management Yes 
Facility Scheduling No 
Incident Management Yes 
Inspection Management Yes 
Inventory Control Yes 
Maintenance Tracking No 
Preventive Maintenance No 
Residential Properties No 
Room Scheduling No 
Schools No 
Space Planning No 
Vendor Management No 
Visitor Management No 
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 No 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management No 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management Yes 
Release Management Yes 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access No 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling No 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling Yes 
Facility Scheduling No 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management Yes 

Security System Installer

Billing & Invoicing Yes 
Customer Management Yes 
Document Imaging Yes 
Inventory Management Yes 
Job Costing Yes 
Lead Management Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management No 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access No 
Routing No 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management 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 No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Alternatives

Alternatives