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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 MetaField?

Boost project execution by overseeing scheduling and dispatch in real-time. Schedulers can take advantage of centralized and shared views to keep track of assigned workloads, issue work orders, and effectively assign technicians to various projects. It is crucial to implement necessary certifications to ensure that only qualified technicians are scheduled, while alerts will inform you if any scheduled technicians do not meet the required qualifications. Notifications can be sent through text or email for prompt responses to work order requests. Moreover, the process of collecting and managing sample and test data, along with photos and field observations, can be optimized for faster, data-informed decision-making and project execution. Field technicians can swiftly access work orders, upload essential data, and create detailed daily reports. This system guarantees that a centralized data repository is accessible from the field to the office, whether on a desktop or mobile device, offering the project team real-time access to trustworthy and actionable information, which ultimately improves collaboration and efficiency. Additionally, the integration of these tools not only enhances productivity but also cultivates a sense of accountability within the team, reinforcing the importance of each member's responsibilities in achieving project goals. This streamlined approach ultimately leads to more successful project outcomes and a more cohesive working environment.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Docusign
Salesforce

Integrations Supported

Amazon Web Services (AWS)
Docusign
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

Agile Frameworks

Date Founded

2011

Company Location

United States

Company Website

www.agileframeworks.com/solutions/

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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