Optima Pro

Optima Pro

Achieva.ai
Upvoit

Upvoit

Excelhunters Technologies
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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

Upvoit is a modern day Field Service Management software that helps field service businesses operate smarter, faster, and more efficiently. Built for service companies of all sizes, Upvoit provides everything needed to manage daily operations, including intelligent scheduling, technician dispatching, CRM, work orders, estimates, invoicing, payroll, customer communication, performance tracking, and real-time job visibility. With Upvoit, you can: ✅ Schedule and assign jobs faster ✅ Convert customer emails into ready-to-manage work orders ✅ Create and manage bulk jobs in minutes ✅ Track technicians and job progress in real time ✅ Generate quotes and invoices effortlessly ✅ Keep customers updated throughout the service journey ✅Reduce repetitive administrative work with automation ✅Make smarter decisions with powerful reports and insights Book a demo today and discover how Upvoit can help your team save time, work efficiently, and scale with confidence.

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

On-Field services

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

$18/user/month
$20/user/month (Monthly),
$18/user/month (Quarterly),
$16/user/month (Annual)
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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Excelhunters Technologies
Founded: 2023
India
www.upvoit.com

Alternatives

Alternatives

FieldEdge

FieldEdge

Xplor
ExpandIT

ExpandIT

ExpandIT

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

QuickBooks Accountants
Razorpay
Salesforce
Stripe
Twilio
Xero
Zapier

Integrations

QuickBooks Accountants
Razorpay
Salesforce
Stripe
Twilio
Xero
Zapier
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
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