Optima Pro

Optima Pro

Achieva.ai
+
+

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About

Sell More. Service Better. Unleash your company’s full potential with Sales & Installation and Warranty Management Software. Proactive Timers and alerts ensure nothing ever falls through the cracks. Efficient. Collect the right information and eliminate duplicate data entry. Productive. Get the job done right the first time and reduce the number of call-backs. Accountable. Improve visibility across all departments with real-time data & analytics. Trusted by Industry Leaders. We're proud to serve companies both big and small. InsightPro Warranty & Service Management simplifies managing claims by streamlining the processes end-to-end within an organized system that provides a consistent & efficient workflow to complete claims faster, reduce costs and ensure nothing falls through the cracks. The cloud-based system is intuitively designed for ease-of-use, requires minimal configuration to deploy this solution quickly.

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

Window and door manufacturers, distributors, wholesalers and retailers looking for a warranty management software

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

InsightPro
Founded: 2014
United States
www.insightpro.com

Company Information

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

Alternatives

Alternatives

Intelli Warranty

Intelli Warranty

Intellinet 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

Warranty Management Features

Contract Management
Eligibility Verification
For Field Service
For General Contractors
For Manufacturers
Parts Management
Policy Management
Product Registration
Repair Management
Returns Management
Service Management
Warranty Tracking

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 InsightPro and update features and information
Claim InsightPro and update features and information
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information