Optima Pro

Optima Pro

Achieva.ai
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About

Field Promax can help you streamline and standardize your workflow, manage your team of technicians, quickly communicate with your customers, process work orders digitally, and grow your business. Go paperless, manage your work from anywhere, and reap desired gains from every project! Work order management is much simpler with our prompt scheduling functionalities through which you can create and dispatch work orders, auto-generate work orders for recurring work and directly convert service requests to work orders. Field Promax works across systems and devices. With this ability to be on-the-go, technicians can update the progress of work from the field and supervisors can track the movement of technicians in real time. Time is money and we can help you monetize all your resources-the work of every technician, hours saved by going paperless and quick conversion of an order into a payment.

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 companies seeking a customizable electronic job sheet systems for their teams

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

$29 per month
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 4.6 / 5
features 4.8 / 5
design 4.8 / 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

  • Field Promax works well as a field service management software for handling daily operations. Scheduling, dispatching, and job tracking are fairly easy to manage, and it helps keep everything organized without relying on paperwork. Technicians can update job status and create invoices from the field, which saves time and improves communication between the office and field team.
  • Field Promax makes it easier to manage scheduling, dispatching, and invoicing from one place without needing multiple tools. The interface is fairly straightforward after initial use, and it helps keep communication clear between office staff and technicians in the field. It saves time on manual tracking and reduces missed updates.
  • Field Promax makes work order management really easy to handle. I liked how everything is organized in one place, from scheduling to invoicing. The interface is simple, so even new users can understand it quickly. It helped save time and reduced manual work a lot.
  • What I like most about Field Promax is how it brings everything into one system. Scheduling, dispatching, invoicing, and customer tracking are all easy to manage without switching between tools. The mobile app works well for our technicians to update job details and collect signatures on-site. The QuickBooks integration is also a big plus for handling billing.
  • I’ve been on Field Promax for around 2 years now. It honestly helped me move away from writing everything down and constantly calling my guys for updates. I can assign jobs, check progress, and send invoices without much hassle. My crew didn’t take long to get used to it, which was a big relief.

Cons

  • The interface feels a bit outdated, and it can take some time to get used to all the features. There are moments where the system lags slightly, especially when handling multiple jobs, and some workflows could be more intuitive.
  • The mobile app performance can sometimes lag during peak usage, which affects technicians on-site. Reporting features are somewhat limited if you're looking for deeper business insights, and the initial setup takes some time to configure properly for specific workflows.
  • Sometimes the mobile app feels a bit slow, and a few features take time to load. Also, initial setup needs some patience.
  • The interface could be more modern, and it takes some time to get fully comfortable with all the features. Occasionally, it feels a bit slow when managing multiple jobs at once.
  • There’s a bit of a learning curve with some features, and I’d like to see more flexibility in reports over time.

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

Field Promax
Founded: 2014
United States
fieldpromax.com

Company Information

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

Alternatives

Alternatives

Field Force Tracker

Field Force Tracker

Rapidsoft Systems

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

Cleaning Services Features

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

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

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order 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

AnswerForce
QuickBooks Online
QuickBooks Online Advanced
Salesforce

Integrations

AnswerForce
QuickBooks Online
QuickBooks Online Advanced
Salesforce
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