Optima Pro

Optima Pro

Achieva.ai
+
+

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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

Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports.

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

Audience

Field service companies

Audience

Companies looking for a powerful Field Service Management solution

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

55$/month per user
Field service automation, route planning, device management, premium support and mobile app with full offline.
Free Version Not Supported
Free Trial 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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 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.

Pros & Cons from Real Users

Pros

  • The Resco application provides enhanced mobility by enabling access to important business information while on the go, which leads to quicker decision-making and increased productivity. It offers both online and offline modes, and can be easily customized using Woodford to meet specific business needs. Resco helps organizations harness mobile technology to improve productivity and remain competitive in today's fast-paced business environment. Additionally, it is useful for providing customer support.

Cons

  • I don't have many complaints about the application. However, when Microsoft sends updates, users need to delete data and use the application, which is time-consuming.

Training

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

Training

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

Company Information

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

Company Information

Resco
Founded: 1999
Boston (MA), USA | Bratislava, Slovakia (Europe)
www.resco.net/field-service/

Alternatives

Alternatives

Workheld

Workheld

Workheld GmbH

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

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 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 Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Work Order Features

Contract Management Not Supported
Customer Database Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Preventive Maintenance Not Supported
Quotes / Estimates Not Supported
Recurring Appointments Not Supported
Routing Supported
Scheduling Not Supported
Task Management Not Supported

Inspection Features

Appointment Management Not Supported
Customer Database Not Supported
Dispatch Management Supported
Equipment Tracking Supported
Photos In Reports Not Supported
Print on Site Not Supported
Report Templates Not Supported
Speech Recognition Not Supported
Subcontractor Management Not Supported

Preventive Maintenance Features

Condition Monitoring Not Supported
Inspection Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Predictive Maintenance Not Supported
Purchasing Not Supported
Reminders Not Supported
To-Do List Not Supported
Vendor Management Not Supported
Work Order Management Supported

Integrations

Salesforce Supported
CamCard Not Supported
Docusign Not Supported
Dropbox Not Supported
Gmail Not Supported
Google Drive Not Supported
Microsoft Dataverse Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Exchange Not Supported
Microsoft Fabric Not Supported
Microsoft OneDrive Not Supported
Microsoft Power BI Not Supported
Microsoft SharePoint Not Supported
SAP ERP Not Supported

Integrations

Salesforce Supported
CamCard Supported
Docusign Supported
Dropbox Supported
Gmail Supported
Google Drive Supported
Microsoft Dataverse Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Exchange Supported
Microsoft Fabric Supported
Microsoft OneDrive Supported
Microsoft Power BI Supported
Microsoft SharePoint Supported
SAP ERP Supported
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
Claim Resco Field Service+ and update features and information
Claim Resco Field Service+ and update features and information