Optima ProAchieva.ai
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Related Products
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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
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About
Manage your jobs, employees, clients and back office together with one software. Create jobs and book them into engineers diaries with a few clicks. Keeping job records also allows you to keep accurate records and a history which engineers can refer back to whilst onsite. Taskbe stores all your clients in a single customer database and allows you to manage records with software that is easy to use and built for purpose. For companies with a mobile workforce who want to get rid of paper time sheets, Taskbe is the GPS time tracking app that’s both powerful and easy to use. Being able to create instant quotations from your office PC/Mac, or using an iPhone, iPad or Android phone or tablet onsite, can be the difference between winning and losing the job. taskbe is set up to make this process very simple and efficient. Taskbe is an innovative new communications platform that rethinks how businesses manage their day to day work.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Field service companies
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Audience
Companies in the industries of healthcare, manufacturing, education, hospitality, municipalities, non-profits, and facility management
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free to Start
Price based on the requirement
Free Version
Supported
Free Trial
Supported
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Pricing
$12 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAchieva.ai
Founded: 1996
United States
achieva.ai/
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Company InformationTaskbe
Founded: 2016
United Kingdom
taskbe.com
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Categories |
Categories |
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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
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Field Service Management Features
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Not 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
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Integrations
Clear Books
Not Supported
KashFlow
Not Supported
Sage Accounting
Not Supported
Salesforce
Supported
Staffology HR
Not Supported
Xero
Not Supported
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Integrations
Clear Books
Supported
KashFlow
Supported
Sage Accounting
Supported
Salesforce
Not Supported
Staffology HR
Supported
Xero
Supported
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