Ratings and Reviews 7 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Resco Field Service+ Reviews & Ratings
    4 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • ArboStar Reviews & Ratings
    564 Ratings
    Company Website
  • Maintainly Reviews & Ratings
    70 Ratings
    Company Website
  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • Bidtracer Reviews & Ratings
    39 Ratings
    Company Website
  • Visual Planning Reviews & Ratings
    90 Ratings
    Company Website
  • MaintainX Reviews & Ratings
    2,492 Ratings
    Company Website
  • Resco Inspections+ Reviews & Ratings
    67 Ratings
    Company Website
  • Dispatch Science Reviews & Ratings
    22 Ratings
    Company Website

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 FieldAx?

FieldAx is a comprehensive field service software solution designed specifically for companies operating in the field service industry. With its advanced enterprise-level functionalities, it enables business tracking from any location. This platform simplifies the management of customer information and communication history, providing a holistic view of all client interactions. Users gain valuable insights into customer engagement strategies and details regarding ongoing deals, ensuring that every aspect of client relations is covered. Furthermore, the report generated offers a thorough overview of any repairs, maintenance, or installations performed by technicians on-site, which can be independently verified by customers or supervisors. Payment details for each invoice can be efficiently managed, including options for credit card transactions and net banking. For those utilizing the enterprise edition, there is the added benefit of configuring online payment gateways such as Stripe, Authorized.net, and PayPal. Additionally, FieldAx empowers field technicians to document their travel and job duration on their devices, allowing this time to be included as a labor charge in the corresponding invoice, streamlining billing processes and enhancing overall efficiency. This comprehensive approach ensures that no detail is overlooked, ultimately facilitating improved service delivery and customer satisfaction.

Media

Media

Integrations Supported

Salesforce
Authorize.Net
PayPal
QuickBooks Accountants
QuickBooks Online
Stripe
Xero

Integrations Supported

Salesforce
Authorize.Net
PayPal
QuickBooks Accountants
QuickBooks Online
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Free to Start
Free Trial Offered?
Free Version

Pricing Information

$35.00/month/user
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

Achieva.ai

Date Founded

1996

Company Location

United States

Company Website

achieva.ai/

Company Facts

Organization Name

Merfantz Technologies

Date Founded

2012

Company Location

India

Company Website

www.fieldax.com

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

Popular Alternatives

Popular Alternatives

FieldEdge Reviews & Ratings

FieldEdge

Xplor
ExpandIT  Reviews & Ratings

ExpandIT

ExpandIT
CSOne Reviews & Ratings

CSOne

Libran Business Systems