Optima Pro

Optima Pro

Achieva.ai
SWORD

SWORD

Access Business Communications
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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

SWORD™ is a complete Customer Service and Job Shop management software application. The application is effective for Client Relationship Management (CRM) or Contact Management and includes contact and follow-up history logs. Plus SWORD™ has a robust capability for the creation of proposals, sales orders, services orders, estimates, contracts and invoices. Small business Manufacturing Resource Planning (MRP) system, which includes Job Costing for material and labor. Factory Equipment Maintenance Planning and Control Systems. Moreover, SWORD™ is a very powerful tool for tracking orders that need to be dispatched to internal or field service personnel. Available Configurations, standard Version for Windows XP, Vista, Windows 7, Remote Desktop to Microsoft Terminal Server. IP Client to IP Server for LAN & WAN configurations (requires Windows Server). SWORD includes solutions for several service business challenges.

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

Field service companies

Audience

Businesses seeking a customer service and job shop management solution

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 to Start
Free Version
Free Trial

Pricing

$295 one-time payment
Free Version
Free Trial

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

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Access Business Communications
abci-software.com/software_applications/sword_service_management/field_service_software.htm

Alternatives

Alternatives

Sword

Sword

Dialoga
ProfitSword

ProfitSword

Actabl

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

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

Integrations

Salesforce

Integrations

Salesforce
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
Claim SWORD and update features and information
Claim SWORD and update features and information