Average Ratings 7 Ratings

Total
ease
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design
support

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

Create personalized work orders and reports tailored to your business needs. Provide your customers with immediate access to necessary information directly on their smartphones. Organize your forms in a sequential manner to align with your business processes, ensuring they flow naturally for optimal efficiency. Keep track of your daily operations and record all activities to enhance planning. New job orders will instantly appear on your technicians' smartphones, and you can automatically assign these tasks to your entire team while optimizing their routes. Make quick adjustments throughout the day as needed. Monitor the time spent on tasks to maximize productivity among your workforce. Document the activities of your field staff and track their locations to dispatch the closest technician for new services. Real-time visibility of your team's location helps you avoid delays and address any issues swiftly. Establish your business's Key Performance Indicators and leverage the data from your customized forms to gain an accurate understanding of your operations, allowing for the identification of areas needing improvement. This comprehensive approach not only boosts efficiency but also enhances customer satisfaction and overall business performance.

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

$10 per month
Free Trial No 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Achieva.ai

Founded

1996

Country

United States

Website

achieva.ai/

Vendor Details

Company Name

NEO managing mobility

Founded

2000

Country

Spain

Website

www.workandtrack.mobi/en/

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 Yes 
Contact Database Yes 
Contract Management Yes 
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 Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
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 

Alternatives

Alternatives

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