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
Navigating disorganized resource management can feel like traversing through a complex maze, but with i2e Optima, you can efficiently find your way to clarity! This tool enables you to oversee performance, enhance resource allocation, and ensure compliance through valuable insights and visual representations. Equipped with tailor-made dashboards, it integrates seamlessly with various databases and project portfolio management technologies such as Planisware. You can proactively identify planning bottlenecks before they arise, allowing you to stay aligned with both current and upcoming project requirements. Experience accurate resource forecasting with minimal deviation, providing a single source of truth for managing resources in real-time. You will have projections for timing, demand, and costs, along with insights and dashboards that facilitate data-driven decision-making. All relevant information regarding a resource will be readily accessible, enabling you to track key performance indicators, awards, patents, skills, and much more. Additionally, you can keep an eye on reporting times, performance metrics, and compliance standards. Tailor custom parameters to align with your business’s needs, paving the way for increased productivity and enhanced employee satisfaction through effective skill management. In this way, i2e Optima not only streamlines resource management but also fosters a more engaged and capable workforce.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Alteryx
Microsoft Azure
Microsoft Power BI
Microsoft Project
Microsoft SharePoint
Planisware
Spotfire
Tableau
Workday Extend
Integrations
Salesforce
Alteryx
Microsoft Azure
Microsoft Power BI
Microsoft Project
Microsoft SharePoint
Planisware
Spotfire
Tableau
Workday Extend
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
Achieva.ai
Founded
1996
Country
United States
Website
achieva.ai/
Vendor Details
Company Name
i2e Consulting
Country
United States
Website
www.i2econsulting.com/resource-management-pharma-lifesciences/
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
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
