Optima Pro

Optima Pro

Achieva.ai
+
+

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About

Discover the power of real-time insights into your workforce's status and productivity. Elevate your scheduling and dispatch through centralized management. Shrink the gap between work completion and payment by speeding up your invoice delivery and offering compelling service reports as proof of work. Revolutionize the way you schedule, dispatch, and collaborate by digitally bridging the gap between field and office teams. Say goodbye to physical timecards and spreadsheets. Our automated payroll slashes reconciliation time from 2 days to just 2 hours. Unlock a complete view of your operation's profitability with real-time information flow from the field to your accounting system. Transform your business processes with automation, from invoicing and billing rates to schedules, and say farewell to paper-based services.

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

Companies searching for a platform to streamline their productivity processes

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

Free
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

Operix
United States
www.operix.com

Company Information

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

Alternatives

Alternatives

ez service manager

ez service manager

ez Management
ExpandIT

ExpandIT

ExpandIT
Field Disaptcher

Field Disaptcher

Ea3 Solutions

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

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Integrations

QuickBooks Online
Sage 100
Salesforce
XOi

Integrations

QuickBooks Online
Sage 100
Salesforce
XOi
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