Optima ProAchieva.ai
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Related Products
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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.
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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
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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
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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
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Audience
Window and door manufacturers, distributors, wholesalers and retailers looking for a warranty management software
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Audience
Field service companies
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
Free to Start
Price based on the requirement
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationInsightPro
Founded: 2014
United States
www.insightpro.com
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Company InformationAchieva.ai
Founded: 1996
United States
achieva.ai/
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Categories |
Categories |
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Field Service Management Features
Billing & Invoicing
Not Supported
Contact Database
Supported
Contract Management
Not Supported
Customer Database
Not Supported
Dispatch Management
Supported
Electronic Signature
Supported
Inventory Management
Not Supported
Mobile Access
Supported
Payment Collection in the Field
Not Supported
Quotes / Estimates
Not Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Not Supported
Work Order Management
Supported
Warranty Management Features
Contract Management
Supported
Eligibility Verification
Supported
For Field Service
Supported
For General Contractors
Supported
For Manufacturers
Supported
Parts Management
Not Supported
Policy Management
Supported
Product Registration
Supported
Repair Management
Supported
Returns Management
Supported
Service Management
Supported
Warranty Tracking
Supported
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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
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Integrations
Salesforce
Not Supported
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