Average Ratings 7 Ratings
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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
Efficiently locate, connect, oversee, and sustain work processes while minimizing the risk of mistakes. With real-time insights into job statuses and work orders, tasks can be completed more quickly and intelligently. Manage potential revenue and sales leads through an app, driving your business toward excellence. Dispatch operations can be mobilized from any location, allowing seamless scheduling of jobs for customers. Monitoring job statuses facilitates informed decision-making and enhances accountability. Field Service Management tailored for any business enables the delivery of integrated, proactive services. This user-friendly application aligns tasks with technician expertise and geographic locations, enhancing efficiency. It also allows for easy integration with existing ERP systems and enterprise software. Business intelligence reporting aligns with your key performance indicators, providing valuable insights. Capture crucial location data and additional information using GPS mapping features. Set customizable, intelligent alerts and notifications at specified intervals, ensuring you remain updated. Furthermore, users can easily access comprehensive details regarding each job, making information readily available at their fingertips for improved operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
Free to Start
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Damco Solutions
Founded
1996
Country
United States
Website
www.damcogroup.com/salesforce/
Vendor Details
Company Name
Trinetra
Founded
2010
Country
India
Website
www.trinetraiway.com
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Work Order
Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking