Optima Pro

Optima Pro

Achieva.ai
Zoho FSM

Zoho FSM

Zoho
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+

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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

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.

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

Service businesses, manufacturers and contractors looking for a one-stop field service management platform

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

$25 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 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

Zoho
Founded: 1996
India
www.zoho.com/fsm/

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

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

Integrations

Bigin by Zoho CRM
Salesforce
Zoho Books
Zoho CRM
Zoho Inventory
Zoho Invoice

Integrations

Bigin by Zoho CRM
Salesforce
Zoho Books
Zoho CRM
Zoho Inventory
Zoho Invoice
Claim Optima Pro and update features and information
Claim Optima Pro and update features and information
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Claim Zoho FSM and update features and information