
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
- Manage and track your installation team’s schedules. Dispatch your field technicians to work sites with accurate job-specific information.
- Prioritize workloads and instantly reassign jobs using the drag-and-drop scheduler. Send mobile alerts to notify your crews about schedule changes.
- Track and manage all your installation work (both scheduled and recurring), technicians, jobs, and more – in one place using the integrated map view.
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Route Optimization
Route Optimization
- Route optimization 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 installers 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.
- Installation teams 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, field techs 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
Customer Profile Management
Service History Maintenance
Request to Job Conversion
- One place to record and manage customer profiles, including customer contact, address, service history, and other data to facilitate instant retrieval.
- You can convert service requests received via phone/email to work tickets and save the tickets for future reference.
- Create quotes that include service costs. Email the quotes to customers. Turn an approved quote into a work order or inspection.
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Customer Portal
Customer Portal
Raise and Track Work Requests
- Customers can use the online portal in ReachOut to raise installation requests and review appointments.
- Using the portal, customers can track all their service requests in one place, without calling up your service agents.
- Customers can review their requests and corresponding statuses, approve/deny quotes, or suggest updates, and view and download invoices.
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Job Tracking
Job Tracking
- View a concise snapshot of the current status of a job on the progression bar.
- Monitor the logged working hours of your technicians. Ensure precise timesheet records for effective payroll management.
- Confirm whether your technicians have arrived at the customer’s location using the geofencing feature.
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Inventory Management
Inventory Management
Track Assigned Parts & Returns
- Track the parts, spares, and other materials alloted for various installation jobs. Ensure inventory usage adheres to your budget.
- Manage returns (accept/reject returns), add new part or spare requests, view the complete inventory list, and track all logs.
- Get insights into your job costs, margins, inventory allocation, parts usage, payment collected for 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
- Sync and manage your daily accounting and transactions by integrating third-party accounting tools like QuickBooks Online and Xero with ReachOut.
- Track your daily cash flows and expenses through the accounting integrations.
- Sync invoices, customers, and inventory data between ReachOut and the integrated accounting platforms.
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Open API Integrations
Open API Integrations
Truly Integrated Workflows
High Operational Visibility
- Ensure smooth data synchronization to and from ReachOut using our Open API integrations.
- Retrieve data from specific modules in ReachOut for external applications, and vice versa.
- Securely integrate data between external applications and ReachOut for continuous information exchange.
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Asset Management
Asset Management
- Installers can manage and maintain assets at customer locations like appliances, equipment, tools, machinery, HVAC systems, and so on.
- Define new assets with specific attributes and categorize them for immediate reference. Link assets to work orders or inspections.
- Instantly access detailed asset service history for preventive maintenance, quick diagnostics, and repairs.
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