Optima Pro

Optima Pro

Achieva.ai
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About

IFS Field Service Management (FSM) is a best-in-class field service solution for enterprises. IFS FSM provides a comprehensive set of functions for optimizing resources along the service lifecycle. These include contact center, contract and warranty management, knowledge and project management, planning and scheduling optimization, mobile functionality, customer and partner portals, billing, service parts inventory, and returns and repairs processing.

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 Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Service-based organizations

Audience

Field service companies

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

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

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:

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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

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 Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

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

Company Information

IFS
Founded: 1983
United States
www.ifsworld.com/en-na/

Company Information

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

Alternatives

Alternatives

FSM Grid

FSM Grid

FSM Global
The Service Program

The Service Program

Westrom Software

Categories

HVAC Supported
IT Service Supported
Pest Control Supported
Scheduling Supported
Service Dispatch Supported

Categories

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

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

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Supported
Pest Activity Tracking Not Supported
Pesticide Usage Tracking Not Supported
Property Layouts Not Supported
Quotes / Estimates Supported
Scheduling Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Supported
Room Booking Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

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

Integrations

Field Nation Supported
Help Lightning Supported
IFS Supported
Microsoft Azure Supported
Salesforce Not Supported

Integrations

Field Nation Not Supported
Help Lightning Not Supported
IFS Not Supported
Microsoft Azure Not Supported
Salesforce Supported
Claim IFS Field Service Management and update features and information
Claim IFS Field Service Management and update features and information
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Claim Optima Pro and update features and information