Optima ProAchieva.ai
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About
Field Service Management Software. Optimize your operation, increase productivity and delight your customers CHECKMOB was designed to simplify the field service requests and create efficiency to operations. Get instant information about field service activities! Welcome To The Digital Transformation! With CHECKMOB, the field supervisor knows in real time what happens during field operations and allows him to customize forms and checklists, reducing rework and costs after the work is completed. Synchronize automatically all the data regardless of connectivity! Increase productivity to enhance customer experience! Automate mobile workforce management and make good decisions based on powerful reports and dashboards. Integrate With Your ERP and CRM. Connect CHECKMOB to other systems and apps, enhancing performance of your processes and your field team. Get unique results integrating technologies that help you grow your business!
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses (medium to large) looking for a way to simplify field service management and create efficiency to operations
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Audience
Field service companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free to Start
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCHECKMOB
Founded: 2013
Brazil
pt.checkmob.com
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Company InformationAchieva.ai
Founded: 1996
United States
achieva.ai/
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Categories |
Categories |
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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
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
Trade Promotion Management Features
Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management
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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
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