Optima ProAchieva.ai
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Zoho FSMZoho
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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
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About
Zoho FSM is an end-to-end, cloud-based field service management platform. It streamlines operations and helps deliver unparalleled service experiences.
Zoho FSM optimizes the work order management process, from receiving requests and sending estimates to creating work orders and service appointments. It helps schedule the ideal resources based on availability, skill, and proximity on the Dispatch Console. The Zoho FSM mobile app helps in handling tasks on the go. Field agents can access job details, log travel time, enter timesheets, share notes and images, and raise invoices from the job site.
Zoho FSM supports one-click invoicing and online payment gateways through the Zoho Finance Suite integration. It also integrates with Zoho CRM and Zoho Inventory for customer management and inventory tracking.
Zoho FSM can be tailored to suit different industries. It also allows automating repetitive tasks and connecting with third-party applications for other business functions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Field service companies
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Audience
Service businesses, manufacturers and contractors looking for a one-stop field service management platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free to Start
Free Version
Free Trial
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Pricing
$25 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAchieva.ai
Founded: 1996
United States
achieva.ai/
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Company InformationZoho
Founded: 1996
India
www.zoho.com/fsm/
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Categories |
Categories |
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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
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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
Tradesman Job Management Features
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
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Integrations
Bigin by Zoho CRM
Salesforce
Zoho Books
Zoho CRM
Zoho Inventory
Zoho Invoice
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Integrations
Bigin by Zoho CRM
Salesforce
Zoho Books
Zoho CRM
Zoho Inventory
Zoho Invoice
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