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

ServiceLedger Software is a robust service management platform built for field service organizations. Primarily designed for U.S., Canadian, and Australian markets, ServiceLedger gives businesses access to powerful service tracking, scheduling, dispatching and invoicing functionality, all from one place. This leads not only to time and money savings but also comprehensive business insight and improved productivity.

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

Audience

Field service companies

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 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

$1995.00/one-time
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 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 Not Supported

Company Information

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

Company Information

ServiceLedger
Founded: 1998
United States
www.serviceledger.com

Alternatives

Alternatives

Categories

Categories

HVAC Supported
IT Service Supported
Plumbing Supported
Scheduling Supported
Service Dispatch Supported
Work Order 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

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 Not Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Work Order Features

Contract Management Not Supported
Customer Database Not Supported
Dispatch Management Not Supported
Inventory Control Not 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

Facility Management Features

Asset Management Supported
Commercial Properties Not Supported
Equipment Management Supported
Facility Scheduling Not Supported
Incident Management Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Not Supported
Preventive Maintenance Not Supported
Residential Properties Not Supported
Room Scheduling Not Supported
Schools Not Supported
Space Planning Not Supported
Vendor Management Not Supported
Visitor Management Not Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Not Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Not Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Not Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Not Supported
Employee Scheduling Supported
Facility Scheduling Not Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Not Supported
Payment Processing Not Supported
Real-time Scheduling Supported
Reservations Not Supported
Resource Scheduling Supported
Room Booking Management Supported

Security System Installer Features

Billing & Invoicing Supported
Customer Management Supported
Document Imaging Supported
Inventory Management Supported
Job Costing Supported
Lead Management Supported
Quotes / Estimates Supported
Scheduling Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Not Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Not Supported
Routing Not Supported
Scheduling Supported
Self Service Portal Not Supported
Service History Tracking Supported
Technician Management Not Supported
Work Order Management Supported

Integrations

Salesforce Supported

Integrations

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