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What is Optima Pro?

Optima Pro field service software is designed to help manage work orders, warranties, service contracts, field scheduling, spare parts inventory, and the overall organization of service operations. This popular tool from Damco enhances efficiency in field service tasks by effectively aligning service delivery teams based on their skills and availability while also managing service contracts with features for automatic renewal. Additionally, it allows for the generation and modification of invoices, and provides dispatchers and managers with real-time tracking of agents' locations. Within the field service sector, one particular segment faces ongoing challenges in coordinating its activities, which include overseeing on-site services, dispatching technicians for repairs and maintenance, and complying with customer service level agreements (SLAs). This constant pressure underscores the importance of effective management solutions in ensuring timely and quality service delivery.

What is CSOne?

CSOne's customer service solutions significantly improve the effectiveness of your support operations. Each interaction with your call center is carefully recorded and monitored from start to finish, capturing vital details such as the customer's name, location, and equipment, as well as the specifics of their inquiry. Moreover, CSOne’s online calendar enhances the visibility of your technicians' schedules. Technicians are promptly notified via email when new tasks are assigned, ensuring they address customer needs without delay. The platform manages a variety of field service tasks, including initial assessments and repairs on-site. Users can easily create repair quotes and service reports using a mobile printer, which speeds up transaction times. In addition, CSOne efficiently manages the entire sales process, including creating quotations, processing sales orders, handling deliveries, managing billing, and collecting payments. By organizing documentation that caters to specific business cases, it simplifies the tracking of task statuses, making it easy to identify pending tasks and quotes that need to be sent out. This all-encompassing strategy not only optimizes operations but also elevates customer satisfaction through prompt and effective service delivery, ultimately fostering long-term client relationships.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Free to Start
Free Trial Offered?
Free Version

Pricing Information

$240 per 3 users per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Damco Solutions

Date Founded

1996

Company Location

United States

Company Website

www.damcogroup.com/salesforce/

Company Facts

Organization Name

Libran Business Systems

Company Location

United States

Company Website

csone.biz/en/

Categories and 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

Categories and 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

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