Optima Pro

Optima Pro

Damco Solutions
WorkStraight

WorkStraight

MindShare Design
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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. Damco'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

Use WorkStraight to securely create, receive, and track work requests from your team, customers, or outside contractors. Assign work to multiple users, require approval, receive notifications, print work orders, download report data, integrate QuickBooks, asset management, create invoices, manage customers, and more. WorkStraight is a web-based, customizable work order management system. Give workers access to increase the visibility and organization of tasks. The flexibility of WorkStraight can be used for a variety of purposes; driven by your needs, not the software. WorkStraight is work order software that's perfect for businesses of any size. WorkStraight is software-as-a-service (SaaS), web based, customizable, and excels at managing work orders (or service requests, maintenance requests, or anything - YOU customize what they're called). Users can report on task progress, including hours worked and status. Easily link related work orders together and re-open closed work orders.

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

Companies of all sizes that need a work order software solution

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

$19 per month
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 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Damco Solutions
Founded: 1996
United States
www.damcogroup.com/salesforce/

Company Information

MindShare Design
Founded: 2014
United States
www.mindsharedesign.com/workstraight.html

Alternatives

Alternatives

Performo

Performo

Wizard Software Solutions
EnSight+

EnSight+

EnSight Plus
ViewWork

ViewWork

CollectiveView
Less Paper

Less Paper

Less Paper Co.

Categories

Categories

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

Work Order Features

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

Integrations

Salesforce

Integrations

Salesforce
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
Claim WorkStraight and update features and information
Claim WorkStraight and update features and information