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Average Ratings 7 Ratings

Total
ease
features
design
support

Description

Achieving excellence in field service is challenging, but we possess the knowledge, strategies, and solutions to assist you in this endeavor. Our goal is to enhance and harmonize your customer, operational, and regulatory performance across field activities. We provide actionable and pertinent consultancy focused on improving field operations. Should you select one of our partners' solutions for optimizing your field services, we ensure top-tier implementation services carried out by specialists in both technology and field service methodologies. By leveraging our expertise in field service technology and processes, we create software plugins or custom solutions tailored to meet your specific needs, giving you a competitive advantage in delivering exceptional field service. Additionally, we offer a strategic roadmap for the ongoing advancement of field operations, addressing the integration of people, processes, and technology. Furthermore, we provide unbiased guidance to assist you in selecting technology solutions that will stand the test of time for your field operations. In doing so, we aim to empower your organization for sustainable growth and success in a rapidly evolving landscape.

Description

Optima Pro field service software allows you to manage work orders and warranties, service contracts, field scheduling, spare parts inventory, service organization, and field service scheduling. Optima Pro, Damco's most popular Salesforce product, is a tool that streamlines field service operations. It optimizes Field Service workflows by organizing service delivery teams according to their skills and availability, tracking service contracts and offering automatic renewal provisions. Invoices can be generated/modified, and dispatchers/managers have access to the agents' real-time location. One segment of the field service industry is under constant pressure to coordinate its tasks. They are responsible for monitoring on-site service, dispatch technicians for repairs and maintenance, as well as honoring customer SLAs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 

Integrations

Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Leadent Digital

Founded

2018

Country

United Kingdom

Website

www.leadent.digital/

Vendor Details

Company Name

Achieva.ai

Founded

1996

Country

United States

Website

achieva.ai/

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing Yes 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management Yes 

GIS

3D Imagery No 
Census Data Integration No 
Color Coding No 
Geocoding No 
Image Exporting Yes 
Image Management Yes 
Internet Mapping Yes 
Interoperability No 
Labeling No 
Map Creation Yes 
Map Sharing Yes 
Near-Matching No 
Reverse Geocoding No 
Spatial Analysis No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control Yes 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

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