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Optima Pro 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.

Pricing

Pricing Starts At:
Free to Start
Pricing Information:
Price based on the requirement
Free Version:
Yes
Free Trial:
Yes

Integrations

Reviews - 7 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Damco Solutions
Year Founded:
1996
Headquarters:
United States
Website:
www.damcogroup.com/salesforce/
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Product Details

Platforms
SaaS
Windows
Mac
Linux
Android
Type of Training
Live Online
In Person
Customer Support
Phone Support
Online

Optima Pro Features and Options

Field Service Management Software

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

Work Order Software

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

Tradesman Job Management Software

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

Optima Pro User Reviews

Write a Review
  • Name: Laura M.
    Job Title: Solutions Architect
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Quality Solution to Manage Field Service Operations

    Date: Nov 02 2023

    Summary: Optima Pro is a one-stop solution for our field service management needs. It has helped improve our customer experience with on-time and efficient field service. There has been significant improvement in the performance of our field workforce, both onsite and offsite. Automation has allowed us to resolve field service calls on time and improve overall employee productivity.

    Positive: 1) Easy tracking of on-site requests
    2) Better insights with automated reporting
    3) Real-time location tracking of field service teams
    4) Multi-location management with ease

    Negative: None as of now. The product meets our business requirements effectively

    Read More...
  • Name: Edward M.
    Job Title: Field Sales Consultant
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User, Administrator, Deployment
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    One-stop Shop for Your Field Service Needs

    Date: Oct 26 2023

    Summary: We were looking for a comprehensive tool to manage the complete pipeline of field service operations, both on-site and off-site. Optima Pro was the one-stop shop. Management can access the real-time location of their field workforce. It also assists with route maps and fuel optimization and checks technician availability. We could deliver a seamless experience to our customers. That said, we are totally satisfied with the product and recommend it to others.

    Positive: Powerful KPI Reports.
    Real-time Geo tracking.
    Automated Appointment Scheduling.
    Easy Generation of Complex Bills/Invoices.

    Negative: Didn’t come across any as the product suited business needs aptly.

    Read More...
  • Name: Justin B.
    Job Title: Salesforce consultant
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User, Deployment
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Optima Pro: A Comprehensive Solution for Efficient Salesforce Integration

    Date: Sep 11 2023

    Summary: Optima Pro is a highly efficient software solution designed to streamline Salesforce integration. With its seamless integration capabilities, it ensures a smooth transition for businesses to optimize their sales processes. The user-friendly interface of Optima Pro facilitates easy adoption and enables sales teams to utilize its robust features effectively.

    One of the notable strengths of Optima Pro is its comprehensive data management and analytics capabilities, allowing businesses to derive valuable insights from their Salesforce data. Moreover, the platform offers customizable workflows, enabling users to tailor it to their specific business needs.

    Positive: 1. Seamless integration with the Salesforce platform
    2. Robust features for enhancing sales processes
    3. User-friendly interface for easy adoption
    4. Efficient data management and analytics capabilities
    5. Customizable workflows to align with business needs

    Negative: None as such. I didn’t find any other product like Optima Pro, that is easy to use and so manageable.

    Read More...
  • Name: Carol D.
    Job Title: Field Service Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    One Stop Solution for Field Service Management

    Date: Feb 28 2023

    Summary: Optima Pro offered real-time access to location of the field workflows, which ensured that our workers were save in the field. A significant amount of time was saved as it worked as a one-stop solution for managing contracts, warranties, field service scheduling, and spare parts inventory. This software maximized our productivity by optimizing the performance of on and off-field workforce, day-to-day operations, and backend workflows.

    Positive: Real-time GEO tracking.
    Multi-location management.
    Reminders and escalations.
    Powerful KPI reports.

    Negative: None as of now, If we face any issue will surely share.

    Read More...
  • Name: Christian T.
    Job Title: Marketing
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    One-Stop Solution for Field Sales and Loan Origination Operations

    Date: Feb 27 2023

    Summary: Slow physical forms-driven sales journey, erroneous sales data reporting, and lack of automated loan origination operations hindered our productivity and overall business efficiency. We decided to go with Optima Pro based on its reviews, rating, and client feedback.

    Gladly, it was the tool that our mobile workforce needed for end-to-end streamlining of field service operations. It optimized workflows by organizing service delivery personnel teams according to their skills and time-slot availability, generating/modifying invoices, tracking the service contracts and offering automatic renewal provisions, and do a lot more.

    Positive: Right tool for end-to-end streamlining of the field service operations.
    Easy-to-configure built-in process.
    Offers high flexibility.
    Can be customized according to business-specific needs.
    Real-time updates.

    Negative: It simply has everything to digitize the field sales and loan origination operations.

    Read More...
  • Name: James T.
    Job Title: Marketing
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Nothing as such. I am very much satisfied as an Optima Pro user.

    Edited: Jan 09 2023

    Summary: Optima Pro is a complete field service management solution for managing work orders, warranties, service contracts, field service scheduling, spare parts inventory, and other FSM operations. Damco’s proactive support in customization and license usage helped us reduce operational costs and streamline field service operations. If you are looking for a solution that helps you track on-site service, dispatch technicians for installations, manage repairs, and maintenance, and follow customer SLAs, Optima Pro will be a great addition.

    Positive: Easy to use and customize as per the need.
    Field service and work order management features.
    Proactive support in customization and license usage.
    Comprehensive reporting and visual analytics.
    Seamless integration with Salesforce and other apps.

    Negative: Nothing as such. I am very much satisfied as an Optima Pro user.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Technical and Marketing Consultant
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User, Administrator, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great tool for Managing On-site Service Operations

    Date: Aug 08 2023

    Summary: As our business expanded, keeping a track of the field workforce and managing on-site requests was getting difficult. We decided to go with Optima Pro, based on its client testimonials.

    To our surprise, Optima Pro was the tool we were looking for. It offered real-time visibility into operations, and prompt response to field service calls helped in improving customer experience. Overall, there was a boost in employee productivity and the company’s profits.

    Positive: Real-time GEO tracking.
    Optimized day-to-day operations.
    Multi-location management.
    Parts inventory management.
    Powerful KPI reports.
    Automated reminders and escalations.

    Negative: Couldn’t find any as the tool catered to our requirements perfectly and we are completely satisfied with Optima Pro.

    Read More...