Optima Pro

Optima Pro

Achieva.ai
+
+

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About

Field Squared is the industry’s first unified Field Service Automation Platform. As a cloud-based software-as-a-service (SaaS) solution, Field Squared is flexible, scalable and purpose-built to optimize the efficiency of your field service workforce. Focusing on business process automation, Field Squared enables enterprises to digitally transform, completely automate and streamline field service operations, from the frontline to back-office systems. Our all-in-one field service automation software was purpose-built for organizations with a highly distributed mobile workforce, including staff, contractors and contingent workers. Explore more about the key capabilities to help drive efficiency and take control of field service operations. Thousands of field workers, dispatchers and supervisors leverage the power of Field Squared everyday to digitally transform their field operations and automate their business processes.

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

Companies in need of a solution to optimize the efficiency of their field service workforce

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
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

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Field Squared
Founded: 2013
United States
www.fieldsquared.com

Company Information

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

Alternatives

Alternatives

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

Fixed Asset Management Features

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

Inspection Features

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Oil and Gas Features

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Public Works Features

Billing & Invoicing
Compliance Management
Contract Management
Customer Database
Document Management
Equipment Maintenance
Fixed Asset Management
Job Costing
Project Management
Service Request 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

Salesforce

Integrations

Salesforce
Claim Field Squared and update features and information
Claim Field Squared and update features and information
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information