Average Ratings 7 Ratings
Average Ratings 0 Ratings
Description
Optima Pro field service software allows you to manage work orders and warranties, service contracts, field scheduling, spare parts inventory, service organization, and field service scheduling.
Optima Pro, Damco's most popular Salesforce product, is a tool that streamlines field service operations. It optimizes Field Service workflows by organizing service delivery teams according to their skills and availability, tracking service contracts and offering automatic renewal provisions. Invoices can be generated/modified, and dispatchers/managers have access to the agents' real-time location.
One segment of the field service industry is under constant pressure to coordinate its tasks. They are responsible for monitoring on-site service, dispatch technicians for repairs and maintenance, as well as honoring customer SLAs.
Description
Quick Assign Service CRM is a comprehensive software solution tailored for businesses in the field repair sector, including HVAC, RO, IT, medical, and equipment maintenance. It streamlines the entire service process, starting from the initial complaint registration to the final job execution and billing. Engineered for maximum efficiency, it includes features for managing customer complaints, tracking Annual Maintenance Contracts (AMCs), scheduling preventive maintenance with reminders, and providing real-time GPS tracking to efficiently monitor technicians and allocate tasks. You can easily oversee inventory levels, track expenses, and manage both sales and purchase invoices without hassle. Additionally, the robust reporting capabilities allow users to assess performance, monitor revenue, and review service history all in one centralized location. By utilizing Quick Assign, businesses can optimize their operations, improve customer satisfaction, and increase productivity, establishing it as the premier choice for effectively managing your field repair operations. This innovative tool not only simplifies processes but also empowers businesses to thrive in a competitive market.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
Free to Start
Free Trial
Free Version
Pricing Details
$249/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Achieva.ai
Founded
1996
Country
United States
Website
achieva.ai/
Vendor Details
Company Name
Twobro Power Solutions
Founded
2024
Country
India
Website
quickassigncrm.com
Product 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
Product 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