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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 GeoTask?

GeoTask serves as a sophisticated platform for Field Service Management (FSM), aiming to streamline field operations through automated dispatching and scheduling. This web-based application provides dispatchers and logistics teams with thorough oversight of field assignments, facilitating both automated and manual task distribution based on a variety of factors including employee availability, skill sets, geographic positioning, deadlines, and other quantifiable metrics; it also features real-time tracking of worker locations, task completion status, and instant notifications while incorporating functionalities for managing warehouse inventory, customer interactions, subcontractor coordination, self-service portals, and data-driven reporting. Field personnel gain the advantage of mobile access to their up-to-date task lists, which include detailed job descriptions, the capability to upload images, complete forms, monitor events throughout the task's duration, and promptly update their task statuses, thereby improving collaboration with dispatchers. By integrating Google Maps, GeoTask significantly enhances route optimization and live navigation, achieving a remarkable cut in planning time by up to 80%, a 40% rise in task completions, and a noteworthy reduction in travel and overtime costs by 30%. Moreover, this technological integration not only elevates operational efficiency but also empowers organizations to provide superior service to their clientele, ultimately fostering long-term customer satisfaction. As a result, companies can expect improved performance outcomes and a more streamlined workflow overall.

Media

Media

Integrations Supported

Google Maps
Salesforce

Integrations Supported

Google Maps
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Free to Start
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Globema

Date Founded

1997

Company Location

Poland

Company Website

geotask.globema.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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