Optima Pro

Optima Pro

Achieva.ai
+
+

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About

Introducing BlueFolder – Your Ultimate Service Management Solution Unlock the full potential of streamlined service management with BlueFolder, the comprehensive software designed to empower your business. Whether you're a field service provider, maintenance team, or IT support organization, BlueFolder is your go-to solution for optimizing workflows, enhancing customer satisfaction, and boosting efficiency. Key Features: Intuitive Work Order Management Dispatch and Scheduling Customer Relationship Management (CRM) Mobile Accessibility Billing, Invoicing, and Payments Asset/Equipment and Contract Management Customizable Reporting Integration Capabilities Choose BlueFolder and experience the transformation of your service management operations. Elevate customer satisfaction, increase efficiency, and drive success with the power of BlueFolder at your fingertips.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Field service organizations of any size

Audience

Field service companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$40.00/month/user
Pro - $100 for 2 users then $40 per user per month
Pro Plus - $210 for 3 users then $60 per user per month
Enterprise - $440 for 5 users then $80 per user per month
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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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

  • 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlueFolder
Founded: 2003
United States
bluefolder.com

Company Information

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

Alternatives

Alternatives

Repair-CRM

Repair-CRM

E-Software
GeoOp

GeoOp

Geo

Categories

Categories

Field Service Management Features

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 Features

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

Asset Tracking Features

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Building Maintenance Features

Asset Tracking
Commercial Properties
Customer Database
Dispatch Management
Inventory Management
Job Costing
Job Management
Maintenance Scheduling
Residential Properties
Routing
Scheduling
Work Order Management

CMMS Features

Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Equipment Maintenance Features

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Facility Management Features

Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
Work Order Management

IT Management Features

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM Features

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Maintenance Management Features

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Field Service Management Features

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 Features

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

Integrations

Google Calendar
Microsoft Outlook
QuickBooks Desktop Pro
QuickBooks Online
QuickBooks Online Advanced
Rightworks
Salesforce
Xero

Integrations

Google Calendar
Microsoft Outlook
QuickBooks Desktop Pro
QuickBooks Online
QuickBooks Online Advanced
Rightworks
Salesforce
Xero
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