Optima Pro

Optima Pro

Achieva.ai
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+

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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

About

Plug into your field force to improve customer satisfaction, reduce operational costs and increase profit margins. We work closely with our clients to understand their specific business problems and provide unique & customized solutions that can be easily plugged into their field forces and produce real benefits which help them in meeting their goals. Fieldomobify is a mobile app and Software solution built for field service management on the cloud. Service teams can use it to automate and streamline their day-to-day processes which include activities like scheduling, dispatching monitoring etc. Plug2Field is a customized Workforce Management Platform for enterprises. Enterprises can use it for their field service as well as field sales staff. These mobility Solutions are built with specific customer requirements and are customized to suit unique features which may vary from organization to organization.

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

Platforms Supported

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

Audience

Field service companies

Audience

Enterprises looking for a solution to optimize their field service management operations on cloud

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

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

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.9 / 5
design 4.7 / 5
support 4.9 / 5

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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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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Plug2Field
Founded: 2014
India
www.plug2field.com

Alternatives

Alternatives

Field Force Tracker

Field Force Tracker

Rapidsoft Systems
LogiNext Field

LogiNext Field

LogiNext
Field Disaptcher

Field Disaptcher

Ea3 Solutions

Categories

Categories

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

Salesforce Supported

Integrations

Salesforce Not Supported
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
Claim Plug2Field and update features and information
Claim Plug2Field and update features and information