Optima ProAchieva.ai
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Related Products
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About
We equip organizations with the mindsets and tools to learn faster, make better and faster decisions, and eliminate communication barriers, all in service of business results. We’ll be your partners in implementing the CrossLead framework - a proven methodology for driving business agility at all levels. We offer certification programs for individuals, teams and organizations. Attend one of our open-enrollment courses, or partner with us to develop a custom program for your group. Do these tools look familiar? Many of the management practices commonly used today were developed over a hundred years ago with the goal of maximizing efficiency. These tools, along with the command-and-control management methods touted by Frederick Winslow Taylor, remain widely influential in many of today’s organizations.
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
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Audience
Organizations in need of a solution to learn faster, make better and faster decisions
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Audience
Field service companies
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Free to Start
Price based on the requirement
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationCrossLead
United States
www.crosslead.com
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Company InformationAchieva.ai
Founded: 1996
United States
achieva.ai/
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Categories |
Categories |
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Work Order Features
Contract Management
Not Supported
Customer Database
Not Supported
Dispatch Management
Not Supported
Inventory Control
Not 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
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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
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
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Integrations
Salesforce
Not Supported
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