Optima Pro
4.9 out of 5 starsAverage Ratings 7 Ratings
Average Ratings 0 Ratings
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
TrackPoint® empowers you to effectively manage your field operations by recording vital details such as location, duration, photographic proof, signatures, and tailored questionnaires, among other features. Many critical business activities in the field often lack proper execution and oversight, but with TrackPoint®, you can program, implement, and monitor these impactful tasks seamlessly. The platform enables you to take photos, annotate them, and add comments without taking up storage space on your devices. By geolocating your service information online, you can ensure accurate data capture at the correct locations. Customize the questionnaires, images, and signatures needed, then quickly deploy them to your team with ease. It also facilitates the generation of automated reports that can be shared and accessed from anywhere, enhancing collaboration and efficiency. Today, various sectors utilize TrackPoint® as a vital tool to meet their operational goals and improve overall productivity. Its versatility makes it an invaluable resource for any team looking to optimize field activities.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
No
Pricing Details
Free to Start
Price based on the requirement
Free Trial
Yes
Free Version
Yes
Pricing Details
$300 per month
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
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
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
Newsoft
Founded
2011
Country
Mexico
Website
www.newsoft.mx/trackpoint
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
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
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