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

treQster automagically schedules, assigns, and dispatches tasks, tracks the execution process and communicates changes to your employees and customers. treQster assigns and schedules geographically distributed tasks to minimize your idling, reduce excessive mileage, and bring your team efficiency to the new level. treQster is built for mobile, agile teams of any size. Optional geo-tracking increases safety and cooperation! Need help — your nearest colleague will be notified. treQster is mobile-first — because you are always on the go. Native apps are available for Android and iOS (but sure it works on every modern browser on your laptop!) treQster is a route planning and optimization solution for small and medium businesses. Geoscheduling. Ready to optimize your logistics? Route optimization.

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

A route planning and optimization solution for small and medium businesses

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

$5 per month
Free Version Supported
Free Trial Not 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:

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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 Not Supported
Live Online Not Supported
In Person Supported

Company Information

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

Company Information

treQster
Founded: 2013
Sweden
treqster.net

Alternatives

Alternatives

Road Runner

Road Runner

Cave Creek Software
DrivianTasks

DrivianTasks

Sentilant

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

Integrations

Salesforce Supported

Integrations

Salesforce Not Supported
Claim Optima Pro and update features and information
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