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

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
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

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

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

$12 per month
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

This software hasn't been reviewed yet. Be the first to provide a review:

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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

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
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

Clear Books
KashFlow
Sage Accounting
Salesforce
Staffology HR
Xero

Integrations

Clear Books
KashFlow
Sage Accounting
Salesforce
Staffology HR
Xero
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
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Claim Taskbe and update features and information