Average Ratings 7 Ratings
Average Ratings 2 Ratings
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.
Description
Experience the convenience of managing work orders, assets, inventory, and preventive maintenance, along with our Intelligence Manager and Mobile Apps, all at an unbeatable price! Enjoy the benefits of two days of on-site training to kickstart your journey, coupled with a dedicated tech support team ready to assist you at any hour of the day, every day of the year, and additional regional training sessions throughout the calendar year. Our specialty lies in seamless integration, which can enhance efficiency and minimize data entry mistakes. Are you exploring options for integrating hardware to support Predictive Maintenance or Compliance? We are here to assist. Whether you have an existing process that needs refinement or are seeking a brand-new approach, our software can be tailored to align with your specific operational needs, ensuring you achieve optimal results. Let us partner with you in transforming your workflow into a more effective system.
API Access
Has API
No
API Access
Has API
No
Integrations
Buyer's Toolbox BAR
No
Buyer's Toolbox Cube
No
Buyer’s Toolbox AP
No
PDI Logistics Cloud
No
Salesforce
Yes
Slickplan
No
USU Hybrid Cloud Management
No
Virtual In/Out
No
Integrations
Buyer's Toolbox BAR
Yes
Buyer's Toolbox Cube
Yes
Buyer’s Toolbox AP
Yes
PDI Logistics Cloud
Yes
Salesforce
No
Slickplan
Yes
USU Hybrid Cloud Management
Yes
Virtual In/Out
Yes
Pricing Details
Free to Start
Price based on the requirement
Free Trial
Yes
Free Version
Yes
Pricing Details
$1200.00/year
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Achieva.ai
Founded
1996
Country
United States
Website
achieva.ai/
Vendor Details
Company Name
Teamworks Solutions
Founded
2002
Country
United States
Website
teamworkslive.com
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
Product Features
Work Order
Contract Management
No
Customer Database
No
Dispatch Management
No
Inventory Control
Yes
Job Management
Yes
Preventive Maintenance
Yes
Quotes / Estimates
No
Recurring Appointments
No
Routing
Yes
Scheduling
Yes
Task Management
Yes