
Digital Forms
Digital Forms
Predefined & Customizable Forms
- Turn your field crew’s smartphones or tablets into reliable data collection tools to record service details and job-specific requirements, capture images, annotate, and add comments.
- Convert your existing paper forms to digital forms. Or get custom digital/styled forms with specific fields created for your business.
- Our digital forms marketplace of ready-to-use industry-specific forms. Alternatively, you can use our built-in form builder to create and customize standard forms. Add conditional logic when customizing forms to dynamically generate relevant questions based on user responses.
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Graphical Job Scheduling
Graphical Job Scheduling
Monitor & Prioritize Workloads
- Track the schedules of your HVAC field technicians. Dispatch technicians to work sites with the data needed to complete their jobs.
- Prioritize workloads and instantly reassign jobs using the drag-and-drop scheduler. Use mobile alerts to notify your crews about schedule changes.
- Track and manage the location of HVAC contractors and field techs through the integrated map view.
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Route Optimization
Route Optimization
- Route replanning in ReachOut enables your staff to reach their destinations faster, so they can save time and maximize efficiency.
- Jobs for each day can be rearranged in the required (specific) order, so your HVAC technicians can execute jobs at the nearest location first.
- The planned route will remain active for 24 hours and then reset automatically, allowing you to plan a new route.
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Field Service Mobile App
Field Service Mobile App
Digital Forms & Checklists
- Using the mobile app, your team can add new jobs, access checklists, and forms, view allocated inventory, return unused items, capture customer signatures, and create invoices.
- Crew members can view all their schedules and corresponding details in a single view. They can be notified instantly about new tasks or schedule changes through mobile alerts.
- Using Anytime Image Capturing and Tagging, crew members can capture photos anytime while attending a job, tag them with predefined labels, and store them in the Job Gallery section for future reference.
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CRM
CRM
- Store your entire customer data – service history, contact details, site address – all in one place for instant retrieval at any time.
- Service or support requests received via phone/email can be recorded as work tickets. Each ticket can be saved for future reference.
- Raise quotes covering service costs and share directly with customers via email. Also, convert approved quotes into work orders or inspections.
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Customer Portal
Customer Portal
Request Work & Track Status
- Customers can use our online customer portal to request HVAC services and repairs, approve quotes, and review appointments.
- Your customers can view and track the status of their service requests in one place without bothering your customer service team.
- Your service teams can view and manage incoming service requests in one place, for improved service delivery.
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Inventory Management
Inventory Management
Track Allocated Parts & Returns
View & Organize Parts List
- Track parts, equipment, and other materials allocated for HVAC servicing or maintenance jobs. Ensure inventory usage is aligned to your budget.
- Manage returns (accept/reject returns), add new equipment or spare requests, view the complete inventory list, and track all logs.
- Gain complete visibility into your job costs, margins, inventory allocation, parts usage, charges collected for using extra parts, and more.
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Field Ticketing, Estimation & Quotes
Field Ticketing, Estimates & Quotes
- Record the initial stages of all jobs as tickets and convert the tickets into work orders or inspections to make your workflows more transparent.
- Create detailed estimates for each job, including parts, overheads, and labor costs. Convert job quotes to work orders/inspections and raise invoices upon job completion.
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Create quotes easily, convert approved quotes to work orders, and ensure effective and prompt services without hassles.
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Accounting Integrations
Accounting Integrations
QuickBooks Online & Xero Integration
- Connect third-party accounting tools like QuickBooks Online and Xero with ReachOut to sync and manage your daily accounting and transactions.
- Sync invoices, customers, and inventory data between ReachOut and the integrated accounting platforms.
- Track your daily cash flows and expenses through the accounting integrations.
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Open API Integrations
Open API Integrations
Fully Integrated Workflows
High Operational Visibility
- Ensure seamless data synchronization to and from ReachOut using Open API integration.
- Retrieve data from specific modules in ReachOut for external applications and vice versa.
- Securely integrate data between applications for seamless information exchange.
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Job Tracking
Job Tracking
- Get a quick snapshot of the most recent status of a job using the progression bar.
- Keep track of your HVAC technicians’ logged working hours for payroll purposes and maintain accurate timesheets.
- Confirm that technicians have arrived at the customer’s location by verifying it through the geofencing feature.
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Asset Management
Asset Management
- HVAC technicians or inspectors can manage and maintain assets at customer sites, such as air conditioning systems, chillers, air handling units, etc.
- Specify new assets with different attributes and categorize them for easy reference. Link to work orders or inspections hassle-free.
- Readily access detailed asset service history for preventive maintenance, quick diagnostics, and repairs on specified equipment.
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