Optima Pro

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📍 United States HQFounded 2004

Deployment

iPhone/iPadAndroidWindowsMacLinux

Overview

About Optima Pro

Optima Pro is a Field Service Management app by Salesforce for managing contracts, warranties, spare parts inventory, and service scheduling. It allows organizations to provide reliable field service, boost customer experience, and manage the entire pipeline of field operations anytime and anywhere.

It is important for the field service industry to have a proper sync between the office and on-site workers. This helps meet the needs of the highly connected customers of today and promote information flow which helps with the following:

1. Maintenance of Service Level Agreements (SLAs) of customers
2. Keeping a track of on-site service requests
3. Providing real-time information to agents, customers, technicians, and dispatchers
4. Dispatching of technicians for repairs and installations

Optima Pro helps organizations with optimizing the performance of their on-field and off-field workforce, day-to-day operations, and backend workflows with the help of real-time GEO tracking.

At a glance

Software information

Industries served, licensing and the support Optima Pro provides.

Industries

  • Packaging-containers

Licensing

  • Proprietary
  • Quote Based
  • Free version

Support

  • Email

Training

  • Webinar
  • Documentation
Languages (1)
English

Capabilities

Optima Pro features

The full feature set, grouped by module.

Field Service Management Software

  • Mobile Access
  • Reports
  • Routing
  • Service History Tracking
  • Time Tracking
  • Workforce Tracking

Plans

Optima Pro pricing

Free Version
Yes
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Works with

Integrations

Optima Pro connects with the tools your team already uses.

Media

Screenshots & video