FieldAx

FieldAx

Merfantz Technologies
Optima Pro

Optima Pro

Achieva.ai
+
+

Related Products

  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Resco Field Service+
    4 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • Resco Inspections+
    68 Ratings
    Visit Website
  • Repair-CRM
    37 Ratings
    Visit Website
  • ALMobile
    29 Ratings
    Visit Website
  • Visual Planning
    116 Ratings
    Visit Website
  • STACK
    1,426 Ratings
    Visit Website
  • Bidtracer
    39 Ratings
    Visit Website
  • Linxup
    118 Ratings
    Visit Website

About

FieldAx: Field service software as a centralized solution for field service businesses. Track your business from anywhere with enterprise-level features at a small business price. Manage the customer details, communication history, and more quickly and easily with FieldAx. You will get a complete picture of all your customers, from insights about how to engage with them to deals they're involved in. This one must give a full overview of the repair, maintenance, installation, or other work done by your technician on the site. Your customer or supervisor can visually be able to validate the work and the result. Management of payment transaction details for each invoice like credit card and Net Banking. Online gateway configuration for PayPal, Stripe, and Authorized.net is available for Enterprise edition user. FieldAx allows your field technicians to report their time on the job and travel times using their device and can also be included in an invoice as labor charges.

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

HVAC, Electrical, Plumbing, Construction, Alarm and Security, Fire Protection, Hardware and Networking, Facilities Maintenance, Equipment Maintenance, Solar, Cleaning Laundry, General Maintenance, Carpenter Painting, Pest Control, Delivery Service, Locksmith, ,Oil & Gas

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

$35.00/month/user
Free Version
Free Trial

Pricing

Free to Start
Price based on the requirement
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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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) 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

Merfantz Technologies
Founded: 2012
India
www.fieldax.com

Company Information

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

Alternatives

FieldEdge

FieldEdge

Xplor

Alternatives

ExpandIT

ExpandIT

ExpandIT
CSOne

CSOne

Libran Business 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

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
Authorize.Net
PayPal
QuickBooks Accountants
QuickBooks Online
Stripe
Xero

Integrations

Salesforce
Authorize.Net
PayPal
QuickBooks Accountants
QuickBooks Online
Stripe
Xero
Claim FieldAx and update features and information
Claim FieldAx and update features and information
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information