Optima Pro

Optima Pro

Achieva.ai
TeamWorks

TeamWorks

Teamworks Solutions
+
+

Related Products

  • Resco Field Service+
    4 Ratings
    Visit Website
  • Repair-CRM
    37 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • ArboStar
    564 Ratings
    Visit Website
  • Maintainly
    71 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • Maintenance Care
    292 Ratings
    Visit Website
  • Bidtracer
    39 Ratings
    Visit Website
  • Redlist
    64 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

Work orders, assets, inventory and preventive maintenance, PLUS Intelligence Manager and Mobile Apps. All for one low price! Two days of on-site training to start you off, a friendly tech support staff to answer your questions 24/7/365 and regional trainings throughout the year. Integration is kind of our thing. It can increase productivity and decrease data entry errors. Are you interested in integrating hardware for Predictive Maintenance or Compliance? We can help. You already have a process. Our software can work the way you do. Not happy with your process? We can help with that too.

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

Organizations that need comprehensive maintenance software

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
Price based on the requirement
Free Version
Free Trial

Pricing

$1200.00/year
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 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.5 / 5
support 4.5 / 5

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.

Pros & Cons from Real Users

Pros

  • It offers organization in the form of a list where all tasks are linked as projects, goals or collaborative work. At the same time, it has an excellent management to prioritize tasks by creating minor alternate activities, and orders them by need of immediacy to be performed, so that others can always be oriented by the highest priority.
  • The most positive point of Teamworks is that you have complete control over the capabilities that projects can reach after their initial configuration at the time of creation. The main orientation of Teamworks is to make a safe creative space where all ideas are properly exposed. Teamworks adapts easily to any incident situation that arises during the development of the project, and therefore is recommended to solve problems or sudden emergencies, or to schedule work plans in which they are taken into account. Teamworks is recommended for long-term projects.

Cons

  • The program cannot predict the exact progress of work within any work team, it determines when a task or project is started or completed, but does not provide a preliminary report of the progress of those tasks. Also, you cannot customize in detail an assignment for a specific employee.
  • The tables to work with are often surprisingly repetitive, to the point where work becomes monotonous if there are not enough planned mechanics to add to the project at hand. The annotations that can be added within the comments are regularly simple in the absence of an image or video add-in.

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

Teamworks Solutions
Founded: 2002
United States
teamworkslive.com

Alternatives

Alternatives

FTMaintenance Select

FTMaintenance Select

FasTrak SoftWorks, Inc.
Brightly Asset Essentials

Brightly Asset Essentials

Brightly (formerly Dude Solutions)
COGZ CMMS

COGZ CMMS

COGZ Systems

Categories

Categories

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

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Integrations

Buyer's Toolbox BAR
Buyer's Toolbox Cube
Buyer’s Toolbox AP
PDI Logistics Cloud
Salesforce
Slickplan
USU Hybrid Cloud Management
Virtual In/Out

Integrations

Buyer's Toolbox BAR
Buyer's Toolbox Cube
Buyer’s Toolbox AP
PDI Logistics Cloud
Salesforce
Slickplan
USU Hybrid Cloud Management
Virtual In/Out
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
Claim TeamWorks and update features and information
Claim TeamWorks and update features and information