Optima Pro

Optima Pro

Achieva.ai
+
+

Related Products

  • WEX Field Service Management
    67 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • Visual Planning
    120 Ratings
    Visit Website
  • ALMobile
    29 Ratings
    Visit Website
  • ArboStar
    565 Ratings
    Visit Website
  • Verizon Connect
    1,003 Ratings
    Visit Website
  • Redlist
    64 Ratings
    Visit Website
  • Connecteam
    10,756 Ratings
    Visit Website
  • STACK
    1,496 Ratings
    Visit Website
  • CompanyCam
    5,585 Ratings
    Visit Website

About

Streamline Field Service Ops: Lexul Field Service helps clients completely streamline field service operations by collecting precise data to achieve real time invoicing. Get paid faster: Improve cash flow with faster payments by going from work requested to invoice without delays. Manage Crews: Control and direct crews out in the field with custom inspections, route optimization, proper scope of work, and notes; all while improving and sustaining quality of work with each technician. Prepare Techs: Job ready technicians with clear SOW before they arrive on site. Lexul Field Service allows you to collect every piece of information, from the right employee, every single time. No more notepads or disconnected software. Management and technicians are job ready—documentation, job history, time keeping, jobsite photos, scheduling, customer details, and so much more.

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 Not 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

Field service companies, building contractors, electrical contractors, mechanical contractors, HVAC contractors, mobile fleet maintenance, businesses,

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 Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Request Quote
Free Version Not Supported
Free Trial 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:

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Lexul
Founded: 2014
United States
lexul.com

Company Information

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

Alternatives

FieldEdge

FieldEdge

Xplor

Alternatives

Miracle Service

Miracle Service

Nexent Innovations
ExpandIT

ExpandIT

ExpandIT

Categories

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 Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Not Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Not Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking 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

QuickBooks Desktop Premier Supported
QuickBooks Desktop Pro Supported
QuickBooks Enterprise Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Not Supported

Integrations

QuickBooks Desktop Premier Not Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Enterprise Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Supported
Claim Lexul Field Service and update features and information
Claim Lexul Field Service and update features and information
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information