
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
Dispatch Field Technicians
- Manage the job schedules of your field contractors and electricians. Dispatch them to work sites with accurate job-specific information.
- Prioritize workloads and instantly reassign jobs using the drag-and-drop scheduler. Use mobile alerts to inform field staff about schedule changes.
- Track and manage all your electrical works – installations, repairs, maintenance schedules, compliance audits and inspections, field staff, and more – in one place using the integrated map view.
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Route Optimization
Route Optimization
- Route replanning in ReachOut allows your electrical field engineers to reach job sites faster, thereby saving your crew’s time and improving their efficiency.
- ReachOut helps rearrange jobs for each day in the required order so that field techs can execute jobs at the closest location first.
- Replan routes based on last-minute schedule changes. The planned route will be active for 24 hours and then resets automatically, allowing you to plan a new route.
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Mobile App
Mobile App
Mobile Forms & Checklists
- Allow contractors to add new jobs on-site, access checklists and forms on mobile, view allocated inventory and return unused items, capture customer signatures, and create invoices using the mobile app.
- Electrical contractors heading to different sites can view all their assignments with relevant details in a single view. Instant job alerts on mobile help notify them when new tasks are assigned.
- Using Anytime Image Capturing and Tagging, electricians can capture photos anytime while attending a job, tag them with predefined labels, and store the captured images 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 a work order or inspection.
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Customer Portal
Customer Portal
Request Work & Track Status
- Customers can use the online portal in ReachOut to request electrical wiring/ equipment maintenance services, approve quotes, and review appointments.
- Customers can self-view and track the status of all their service requests in one place without bothering your customer service team.
- Customers can view equipment service quotes and their statuses, accept/reject quotes or suggest revisions, and view and download invoices.
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Parts Inventory
Parts Inventory
Track Allocated Parts & Returns
View & Organize Parts List
- Track products, equipment, parts, and other materials allocated for electrical equipment repair or maintenance jobs. Analyze if the inventory usage sticks to your budget.
- Manage returns (accept/reject returns), add new electrical wiring/ equipment spares, view the complete inventory list, and track all logs.
- Gain complete visibility into your job costs, margins, inventory allocation and 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 Integration & Open APIs
Accounting Integration & Open APIs
QuickBooks & Xero Integration
Transparency in Accounting
- Integrate ReachOut with QuickBooks Online or Xero accounting software to track and review your financial transactions.
- ReachOut integrates with external accounting software QuickBooks Online and Xero, so you can sync details related to your customers, invoices, and payments to the accounting software directly from ReachOut.
- Access information related to customers, jobs, tickets, invoices, and other modules on ReachOut through open APIs and integrate the details with your system.
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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 the recorded working hours of your electricians and technicians for payroll purposes and to 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
- Electricians or contractors can manage and maintain assets at customer locations like power distribution systems, monitoring equipment etc.
- Specify new assets with different attributes and categorize them for easy reference. Link to work orders or inspections.
- Readily access detailed asset service history for preventive maintenance, quick diagnostics, and repairs.
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