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

Get started for free and grow your business with digital booking, intelligence dispatching, and best-in-class reporting and analytics. Empower your customers with our best-in-class single window system for all their booking needs. Efficient management of the workforce at your fingertips. Dispatch the right team, to the right place, at the right time, with the right information. Get a 360-degree view of your business with our real-time insights on your KPIs. Make data-driven decisions a part of your business. Collaborates seamlessly with your field teams anytime, anywhere to deliver improved customer experience and rapid ROI with Zuper. Work orders are the core of field service operations. Zuper’s work order management feature provides everything you need to manage, monitor, and fulfill work orders, from work order creation and technician assignment to job execution and debriefing. Add checklist items to your work orders and associate with any status in a simple drag & drop style.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Field service companies

Audience

Businesses requiring a workforce management solution to optimize service delivery and customer experience

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free to Start
Price based on the requirement
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not 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 Not Supported

Company Information

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

Company Information

Zuper
United States
zuper.co

Alternatives

Alternatives

FSM Grid

FSM Grid

FSM Global
Kepla-FSM

Kepla-FSM

KeplaCloud

Categories

Categories

Cleaning Services Supported
HVAC Supported
Plumbing Supported
Roofing Supported
Solar Supported
Work Order Supported

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 Not Supported
Contract Management Not Supported
Customer Database Not Supported
Dispatch Management Supported
Electronic Signature Not Supported
Inventory Management Not Supported
Mobile Access Not Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Time Clock Not Supported
Work Order Management Supported

Workforce Management Features

Budgeting & Forecasting Not Supported
Contractor Management Not Supported
Employee Lifecycle Management Supported
Labor Projection Not Supported
Performance Appraisal Not Supported
Recruiting Management Not Supported
Scheduling Supported
Skills Tracking Not Supported
Time & Attendance Not Supported
Variable Workforce Not Supported

Integrations

Salesforce Supported
BigCommerce Not Supported
Centiro Not Supported
Dropbox Not Supported
Jotform Not Supported
Microsoft Teams Not Supported
Partful Not Supported
QuickBooks Online Not Supported
SAP Concur Not Supported
Shopify Not Supported
Slack Not Supported
SurveyMonkey Not Supported
Twilio Not Supported
Zendesk Not Supported
Zoho CRM Not Supported

Integrations

Salesforce Supported
BigCommerce Supported
Centiro Supported
Dropbox Supported
Jotform Supported
Microsoft Teams Supported
Partful Supported
QuickBooks Online Supported
SAP Concur Supported
Shopify Supported
Slack Supported
SurveyMonkey Supported
Twilio Supported
Zendesk Supported
Zoho CRM Supported
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