Leverage automation and digital tools for efficient job scheduling, customer management, and seamless communication with employees and contractors.
Easily manage your team’s availability to make informed decisions on scheduling and dispatching jobs, resources, and staff.
Track job time effortlessly with the clock-in and clock-out feature on Optera CRM Mobile, keeping your office team informed of job start and finish times.
Stay informed about your team's location in real-time with Optera CRM’s fleet tracking add-on for efficient fleet management.
Streamline your service and marketing efforts by tracking and managing prospective jobs and customers in one place, with detailed reports and insights.
Efficiently oversee all job site activities, from customer interactions to managing employees, contractors, and assets.
Effortlessly share documents and communicate with customers, employees, and contractors through your brand’s secure portals.
Eliminate the hassle of manual scheduling and tracking. With your solution, stay on top of staff availability and job locations. Enjoy colour-coded job status and easily drag-and-drop features with customizable views by day, week, month, or project.
Choose the best scheduling options for your business to increase efficiency and optimize operations.
Quickly determine the shortest route from the job site to your available staff, improving efficiency and minimizing travel time.
Get a visual overview of your field staff and fleet locations for better coordination and efficient resource allocation.
Efficiently organize and assign teams to specific service areas or zones for streamlined scheduling.
Easily highlight preferred field staff for particular customers, job types, or assets to optimize assignments.
Assign staff to jobs based on labour rates and job complexity for efficient scheduling.
Empower your team to get more done in the field with Optera CRM Mobile. With the app, your team can easily clock in and out, track their workdays, and record job details on-the-go. Communication is also enhanced with two-way sync between the field and office. Notify your staff about schedule changes instantly with in-app auto-notifications, email updates, and SMS reminders. Stay on top of job progress and ensure your team works efficiently wherever they are.
Enhance your field service scheduling with Optera CRM to gain real-time visibility of your team's location at all times. Easily see who is available for new jobs, calculate the distance between the current task and the next site, and assign the nearest available team member for the job.
With Optera CRM, easily create geofenced areas in the field and receive instant notifications when any of your vehicles enter or exit these designated zones, providing you with greater control and security.
With Optera CRM, you can replay the journey of your fleet at any time. Monitor turn-off points and track activities with intuitive icons displayed on the map for clear and comprehensive tracking.
Optera CRM lets you track vehicle usage live, monitor movements in real-time, and access detailed vehicle history and information, ensuring full visibility and control at all times.
With Optera CRM, generate comprehensive reports covering travel time, on-site duration, vehicle speeds, driver behavior, and idle time, providing you with valuable insights to optimize fleet performance.
Stop losing valuable leads with Optera CRM. Our lead and customer relationship management system brings everything together in one place. From the first contact to ongoing communication and detailed reporting, track the types of jobs you're winning and see which team members are driving success. Optera CRM tracks every customer interaction, ensuring you deliver exceptional service from introduction through to job completion and beyond.
Optera CRM simplifies the management of job sites, whether you're handling large projects or maintenance work. Keep communication flowing between customers, contractors, and employees, while tracking every detail of your projects, big or small, with ease.
Optera CRM’s portals for customers, employees, and contractors streamline communication, making it easy to share important information with everyone involved in your business. Request, review, or submit job details and simplify interactions with all key stakeholders, ensuring smooth communication across the board.
Optera CRM’s Customer Portal provides a secure space for customers to view quotes, invoices, jobs, and assets. They can easily pay invoices, update contact details, and book services.
Optera CRM’s Employee Portal boosts efficiency by allowing employees to view their schedules, timesheets, quotes, and assigned jobs. With their unique login, they can easily make updates directly through the portal.
Optera CRM’s Contractor Portal allows contractors to stay updated on jobs and quotes related to their company. They can access work orders, schedules, invoices, and easily update jobs, mark them as complete, add notes, and review RCTIs.
Optera CRM is dedicated to providing seamless, efficient solutions for managing projects, estimating, and streamlining business operations. Our innovative tools help businesses grow, stay organized, and improve productivity.
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