Average Ratings 7 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Zoho FSM is the one-stop field service platform that caters to the needs of service businesses, manufacturers, and contractors. It optimizes everyday tasks, increases productivity on the field, and systemizes back-end operations. Zoho FSM helps process service requests efficiently with advanced work order management. It simplifies sending cost estimates and creating work orders. The ideal resource can be chosen and scheduled on the Dispatch Console with Gantt charts, map view, and live location tracking. Zoho FSM enables businesses to manage large, diverse teams with efficient workforce management and distinct user profiles. The Zoho FSM mobile app is available for Android and iOS. It lets field agents log timesheets, share notes and images, create service reports, and take up follow-up jobs. Zoho FSM allows branded invoice creation on the web and mobile app. Powered by the Zoho Finance Suite, it supports multiple currencies, region-specific taxes, and online payment gateways.  Zoho FSM is customizable to suit different industries. It also integrates with Zoho CRM and Zoho Inventory for sales and stock management. Beyond this, it supports REST APIs for third-party integrations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bigin by Zoho CRM
Salesforce
Zoho Books
Zoho CRM
Zoho Inventory
Zoho Invoice

Integrations

Bigin by Zoho CRM
Salesforce
Zoho Books
Zoho CRM
Zoho Inventory
Zoho Invoice

Pricing Details

Free to Start
Free Trial
Free Version

Pricing Details

$25 per month
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

Damco Solutions

Founded

1996

Country

United States

Website

www.damcogroup.com/salesforce/

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/fsm/

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

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

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