Optima Pro

Optima Pro

Achieva.ai
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About

Aimsio is a software used by companies who dispatch resources (either crew or equipment) to job sites, and who need to easily record time and material usage while on those job sites. In other words, Aimsio is a Field Management Software. If your company uses paper, spreadsheets, or a software that isn’t solving your needs to do any of the following things, Aimsio could work for you: - Fill out timesheets - Fill out field tickets - Create and track LEMs - Report on any of the above To use Aimsio, all you need is at least one person in the field with an iOS or Android device and at least one person in the office with a computer and access to the internet. The person in the field does not need to be connected to internet; Aimsio is meant for teams working on job sites where wifi or service is unavailable. The Aimsio app will run offline so that data can still be captured. If you're ready to eliminate paper in the field, you're ready for Aimsio.

About

Optima Pro is a field service software solution to manage work orders, warranties, service contracts, field service scheduling, spare parts inventory, and the service organization. Achieva's flagship Salesforce product, Optima Pro is a tool for mobile workforces, used to streamline field service operations. It optimizes Field Service workflows by organizing service delivery personnel teams as per their skills and time-slot availability, tracking the service contracts and offering automatic renewal provisions, generating/modifying invoices, and allowing dispatchers/managers access to the real-time location of agents. The field service industry is one segment that is often under pressure to synchronize its tasks. They have the high-end responsibility of keeping a track of on-site service, dispatch technicians for installations, repairs, maintenance, and honoring the customer SLAs. Best For SMEs, Agencies, Enterprises

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Companies and professionals in search of a field service management software

Audience

Field service companies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Aimsio is available on a monthly or annual subscription basis. There are four tiers Lite, Essentials, Performance, and Ultimate.
Free Version Not Supported
Free Trial Not Supported

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.9 / 5
design 4.7 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • We recently transitioned from a paper-based system to almost entirely paperless, thanks to Aimsio. After evaluating many web-based and software solutions, we chose Aimsio for its clean interface and integrations. The customer service has been exceptional, both during the onboarding process and in the six months since we’ve been live. Our staff and customer base quickly adapted to the program. The support team continues to assist us as we grow into the system and optimize our workflow. We couldn’t be happier with our choice.

Cons

  • The system's limitations are similar to those of other web-based solutions. At times, we have made customization requests that require platform-wide updates or changes. As a result, we have had to modify some of our own processes to work within the system's limitations.

Pros & Cons from Real Users

Pros

  • 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
  • Powerful KPI Reports. Real-time Geo tracking. Automated Appointment Scheduling. Easy Generation of Complex Bills/Invoices.
  • 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
  • Real-time GEO tracking. Optimized day-to-day operations. Multi-location management. Parts inventory management. Powerful KPI reports. Automated reminders and escalations.
  • Real-time GEO tracking. Multi-location management. Reminders and escalations. Powerful KPI reports.

Cons

  • None as of now. The product meets our business requirements effectively
  • Didn’t come across any as the product suited business needs aptly.
  • None as such. I didn’t find any other product like Optima Pro, that is easy to use and so manageable.
  • Couldn’t find any as the tool catered to our requirements perfectly and we are completely satisfied with Optima Pro.
  • None as of now, If we face any issue will surely share.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Aimsio
Founded: 2014
Canada
aimsio.com

Company Information

Achieva.ai
Founded: 1996
United States
achieva.ai/

Alternatives

Alternatives

Spira

Spira

Spira Data

Categories

Categories

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Not Supported
Mobile Access Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Not Supported
Time Clock Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
For Builders Not Supported
For Electricians Not Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Not Supported
For Roofers Not Supported
Invoicing Supported
Job Tracking Supported
Payments Not Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Field Service Management Features

Billing & Invoicing Not Supported
Contact Database Supported
Contract Management Supported
Customer Database Not Supported
Dispatch Management Supported
Electronic Signature Not Supported
Inventory Management Supported
Mobile Access Not Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Time Clock Not Supported
Work Order Management Supported

Work Order Features

Contract Management Supported
Customer Database Not Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Not Supported
Preventive Maintenance Not Supported
Quotes / Estimates Not Supported
Recurring Appointments Not Supported
Routing Not Supported
Scheduling Not Supported
Task Management Not Supported

Integrations

Eclipse Supported
Microsoft Dynamics 365 Business Central Supported
NetSuite Supported
QuickBooks Desktop Premier Supported
QuickBooks Desktop Pro Supported
QuickBooks Online Supported
Sage Intacct Supported
Salesforce Not Supported
ViewPoint Supported

Integrations

Eclipse Not Supported
Microsoft Dynamics 365 Business Central Not Supported
NetSuite Not Supported
QuickBooks Desktop Premier Not Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Online Not Supported
Sage Intacct Not Supported
Salesforce Supported
ViewPoint Not Supported
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Claim Aimsio and update features and information
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