FieldEx

FieldEx

Fieldex Pte. Ltd.
Optima Pro

Optima Pro

Achieva.ai
4.9 out of 5 stars
FieldEx Optima Pro

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FieldEx:

About

FieldEx is a cloud-based field service management and computerized maintenance management system for organizations coordinating work across sites. It helps teams schedule preventive and reactive jobs, dispatch technicians, create work orders, manage inspections, and track equipment, assets, parts, and job progress. Field staff can receive assignments through mobile apps, update work status, and record service details from the field, while managers plan resources and maintain service records across locations. The platform supports facilities maintenance, HVAC and commercial equipment repair, industrial maintenance, equipment installation, and multi-trade field operations. FieldEx connects office planning with on-site execution through configurable workflows for different job types, helping organizations replace paper forms and scattered records with a shared operational system.
Optima Pro:

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
FieldEx:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Optima Pro:

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
FieldEx:

Audience

Facility management, HVAC, commercial equipment repair, multi-site operations, industrial maintenance, and multi-trade contractors.
Optima Pro:

Audience

Field service companies
FieldEx:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Optima Pro:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
FieldEx:

API

Offers API Supported
Optima Pro:

API

Offers API Not Supported
FieldEx:

Screenshots and Videos

Optima Pro:

Screenshots and Videos

FieldEx:

Pricing

$10/user/month
Growth costs $10/user/month with annual billing or $15/user/month with monthly billing. Pro costs $55/user/month with annual billing or $65/user/month with monthly billing. Enterprise costs $85/user/month with annual billing only. Qualifying NGOs may receive Pro at no cost. All plans include a 14-day free trial with no credit card required; setup and onboarding are free.
Free Version Not Supported
Free Trial Supported
Optima Pro:

Pricing

Free to Start
Price based on the requirement
Free Version Supported
Free Trial Supported
FieldEx:

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
Optima Pro:

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.9 / 5
design 4.7 / 5
support 4.9 / 5
Optima Pro:

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.
FieldEx:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Optima Pro:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported
FieldEx:

Company Information

Fieldex Pte. Ltd.
Founded: 2018
Singapore
www.fieldex.com
Optima Pro:

Company Information

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

Alternatives

Optima Pro:

Alternatives

FieldEx:
Yuman

Yuman

2.0 out of 5 stars
Optima Pro:
FieldEx:
Einpix

Einpix

Epicus IT
Optima Pro:
FieldEx:
Optima Pro:
FieldEx:
Optima Pro:
FieldEx:

Categories

CMMS Supported
Optima Pro:

Categories

Optima Pro:

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

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
FieldEx:

Integrations

Calendly Supported
Google Calendar Supported
Microsoft 365 Supported
Microsoft Power BI Supported
Salesforce Not Supported
Xero Supported
Optima Pro:

Integrations

Calendly Not Supported
Google Calendar Not Supported
Microsoft 365 Not Supported
Microsoft Power BI Not Supported
Salesforce Supported
Xero Not Supported
FieldEx:
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Optima Pro:
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Claim Optima Pro and update features and information