Optima Pro

Optima Pro

Achieva.ai
+
+

Related Products

  • Resco Field Service+
    4 Ratings
    Visit Website
  • Repair-CRM
    38 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • ArboStar
    565 Ratings
    Visit Website
  • Maintainly
    73 Ratings
    Visit Website
  • EcholoN
    50 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • Maintenance Care
    293 Ratings
    Visit Website
  • Bidtracer
    39 Ratings
    Visit Website

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

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.

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 Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Field service companies

Audience

Companies in the industries of healthcare, manufacturing, education, hospitality, municipalities, non-profits, and facility management

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

$12 per month
Free Version 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:

Review this Software

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 Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Taskbe
Founded: 2016
United Kingdom
taskbe.com

Alternatives

Alternatives

Workforce Manager

Workforce Manager

AutoVu Solutions
ez service manager

ez service manager

ez Management

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 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

Integrations

Clear Books Not Supported
KashFlow Not Supported
Sage Accounting Not Supported
Salesforce Supported
Staffology HR Not Supported
Xero Not Supported

Integrations

Clear Books Supported
KashFlow Supported
Sage Accounting Supported
Salesforce Not Supported
Staffology HR Supported
Xero Supported
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
Claim Taskbe and update features and information
Claim Taskbe and update features and information