Optima Pro

Optima Pro

Achieva.ai
+
+

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About

Optima Pro is a field service software solution to manage work orders, warranties, service contracts, field service scheduling, spare parts inventory, and the service organization. Achieva's flagship Salesforce product, Optima Pro is a tool for mobile workforces, used to streamline field service operations. It optimizes Field Service workflows by organizing service delivery personnel teams as per their skills and time-slot availability, tracking the service contracts and offering automatic renewal provisions, generating/modifying invoices, and allowing dispatchers/managers access to the real-time location of agents. The field service industry is one segment that is often under pressure to synchronize its tasks. They have the high-end responsibility of keeping a track of on-site service, dispatch technicians for installations, repairs, maintenance, and honoring the customer SLAs. Best For SMEs, Agencies, Enterprises

About

Get started for free and grow your business with digital booking, intelligence dispatching, and best-in-class reporting and analytics. Empower your customers with our best-in-class single window system for all their booking needs. Efficient management of the workforce at your fingertips. Dispatch the right team, to the right place, at the right time, with the right information. Get a 360-degree view of your business with our real-time insights on your KPIs. Make data-driven decisions a part of your business. Collaborates seamlessly with your field teams anytime, anywhere to deliver improved customer experience and rapid ROI with Zuper. Work orders are the core of field service operations. Zuper’s work order management feature provides everything you need to manage, monitor, and fulfill work orders, from work order creation and technician assignment to job execution and debriefing. Add checklist items to your work orders and associate with any status in a simple drag & drop style.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Field service companies

Audience

Businesses requiring a workforce management solution to optimize service delivery and customer experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free to Start
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.9 / 5
design 4.7 / 5
support 4.9 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Achieva.ai
Founded: 1996
United States
achieva.ai/

Company Information

Zuper
United States
zuper.co

Alternatives

Alternatives

FSM Grid

FSM Grid

FSM Global

Categories

Categories

Field Service Management Features

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

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Field Service Management Features

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

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Integrations

Salesforce
BigCommerce
Centiro
Dropbox
Jotform
Microsoft Teams
Partful
QuickBooks Online
SAP Concur
Shopify
Slack
SurveyMonkey
Twilio
Zendesk
Zoho CRM

Integrations

Salesforce
BigCommerce
Centiro
Dropbox
Jotform
Microsoft Teams
Partful
QuickBooks Online
SAP Concur
Shopify
Slack
SurveyMonkey
Twilio
Zendesk
Zoho CRM
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