Optima Pro

Optima Pro

Achieva.ai
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About

Every business has its own requirements and we provide customized field service software solutions for every Industry. EyeOnTask has Inbuilt Service Scheduler Software which allows you to plan and schedule jobs with the availability of Fieldworkers. See the time slots and fill in with the work orders to available field workers. Using a scheduler component makes you efficient and enables you to better monitor and increase revenue. Two simple clicks to get a new job on Scheduler and it is ready to be allocated on time line. Running Field Service Business is all about managing your field force efficiently so stay on top of it with EyeOnTask. EyeOnTask empowers you to create your own set of question and answers which can be associated to Job types. EyeOnTask empowers you to create your own set of question and answers which can be associated to Job types.

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

Small and medium field service companies seeking a solution to plan and schedule jobs

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

No information available.
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 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

  • 1. Good Pricing The pricing is transparent and competitive, making it affordable for businesses of all sizes. You get access to premium features without hidden costs, which ensures maximum value for your investment. 2. Support EyeOnTask offers reliable and responsive customer support. Whether it’s onboarding, troubleshooting, or learning how to use a feature, the support team is always available to assist and guide you through every step. 3. Easy to Use The software is intuitive and user-friendly. With minimal training, teams can quickly adapt and start working efficiently. The clean interface ensures that even non-technical users can navigate with ease. 4. Customization Every business is unique, and EyeOnTask allows you to tailor workflows, forms, reports, and dashboards according to your specific needs. This flexibility ensures the software grows with your business and adapts to your processes.
  • 1. Got all features related to my field service business in one platform 2. Easy scheduling 3. Tracking of my field employees 4. Payroll management 5. Quick invoicing, billing and job card 6. On demand customization also available

Cons

  • At this point, I don’t have any negative feedback. The system has been functioning efficiently and meeting our needs without any problems
  • No such issues found. It works seamlessly without any hassle.

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

EyeOnTask
Founded: 2010
Netherlands
www.eyeontask.com

Company Information

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

Alternatives

SERVICE MANAGER

SERVICE MANAGER

Bluelight Software

Alternatives

LogiNext Field

LogiNext Field

LogiNext
QuikAllot

QuikAllot

Openwave Computing

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

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

Salesforce

Integrations

Salesforce
Claim EyeOnTask and update features and information
Claim EyeOnTask and update features and information
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information