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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 FieldServicely?

Optimize your field service operations with FieldServicely, an exceptional software solution crafted for the proficient management of technicians and contractors while tracking their GPS locations and performance indicators. Seamlessly create job assignments and select your clients, with the added capability to designate specific job sites and arrange shifts for your personnel. After completing tasks, team members can easily submit evidence of their work, allowing managers to review and verify the associated images and audio files prior to job approval. FieldServicely stands out among field service solutions by providing an all-encompassing real-time overview of employee locations, enabling you to accurately track your field technicians directly from the dashboard. Moreover, field service technicians can document notes related to job-specific information, promoting enhanced communication since managers can address these entries promptly. You also have the ability to generate and manage work orders, which include details on billing, budgeting, and task assignments for each order. Our field management software guarantees that technicians receive instant notifications when new jobs are assigned, fostering a culture of efficiency and quick response in your organization. This comprehensive approach not only boosts productivity but also significantly elevates customer satisfaction levels, ensuring a more effective service delivery. In an ever-evolving field service landscape, leveraging such technology positions your business for sustained success.

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

Free
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

FieldServicely

Company Location

United States

Company Website

www.fieldservicely.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

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