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Average Ratings 7 Ratings

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features
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support

Description

For more than three decades, Optima has been at the forefront of delivering sophisticated software solutions for the management and analysis of energy data. Founded in 1988 as a partnership and later incorporated in 1991, the company has developed cutting-edge software that serves some of the largest energy consumers and consultants across the UK. Recognized as the standard for net-zero data, Optima Technology prioritizes data precision and innovative technology in its mission to facilitate decarbonization efforts. By focusing on these key elements, Optima Technology is playing a crucial role in driving the shift towards a net-zero future, ensuring that companies can effectively track and manage their energy consumption.

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

AVANSER Yes 
MyStay Yes 
Salesforce No 

Integrations

AVANSER No 
MyStay No 
Salesforce Yes 

Pricing Details

$4000 one-time payment
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Optima Energy Systems

Founded

1988

Country

United Kingdom

Website

www.optimaenergy.net

Vendor Details

Company Name

Achieva.ai

Founded

1996

Country

United States

Website

achieva.ai/

Product Features

Energy Management

Benchmarking Yes 
Bill Audit No 
Bill Database No 
Bill Importing No 
Budgeting & Forecasting No 
Compliance Management No 
Contract Management Yes 
Cost / Use Reporting No 
Emissions Monitoring No 
Energy Price Analysis Yes 
Facility Scheduling No 
Greenhouse Gas Tracking No 
Load Control No 
Load Forecasting No 
Meter Tracking No 
Risk Management Yes 
Weather Normalization No 

Utility Billing

ACH Payment Processing No 
Account Management Yes 
Billing & Invoicing Yes 
Cable No 
Collections Management No 
Customer Management Yes 
Electricity No 
Meter Management No 
Metered Billing Yes 
Move In / Move Out No 
Natural Gas No 
Non-Metered Billing No 
Online Payment Processing No 
Penalty / Cut-Off Processing No 
Rate Management No 
Service Call Management No 
Trash No 
Water No 
Work Order Management 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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