Average Ratings 7 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

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 

Screenshots View All

Screenshots View All

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 

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