ReachOut 2025 Recap: Smarter Billing, Faster Payments, Better Field Service

2025 saw us push the boundaries of what ReachOut can do for you. We didn’t just add new buttons; we engineered hours back into your workday, simplified complex billing, and gave your field teams superpowers. This year, we rolled out an array of major product enhancements aimed at increasing your First-Time Fix Rate, minimizing paperwork, and optimizing the customer journey from request to payment.

As the calendar turns, let’s take a quick, closer look at the ReachOut product upgrades and feature enhancements that have been quietly revolutionizing your operations. Here’s what defined ReachOut in 2025.

Flexible, Fast, and Precise Invoicing for Complete Billing Control 

To eliminate friction and manual effort, and offer you complete control over your cash flow, we launched a set of powerful invoicing upgrades.

• Instant Invoicing from the Field: Field agents can now create a new invoice directly from the Job Details page within the ReachOut mobile app. This removes the need to switch multiple screens or log into the web application.
• Invoice Creation Flexibility:
  • Create and Save Invoice Drafts until you finalize them for dispatch.
  • Turn Approved Quotes to Invoices in just a click, supporting seamless estimation-to-invoicing transition.
  • Add Custom Sources to Invoices for better tracking and reference.
• Standardized & Custom Invoice IDs: You can now set custom formats for invoice IDs. ReachOut ensures they are always sequential, making tracking and managing your finances easier than ever.
• Set Default Due Dates for Payments: Regularize your payment terms and standards by instantly configuring default due dates for all invoices.

Payment Integrations for Swift, Flexible Cash Collection

To ensure you receive quick and prompt payments, we’ve introduced a bunch of flexible payment features in ReachOut. These upgrades are designed to minimize your outstanding dues and accelerate your cash flow.

• Stripe Integration: We now support integrated payment processing through Stripe platform. It simplifies cash collection, allowing you to collect payments effortlessly across multiple channels:
  • Directly from the field using the mobile app.
  • Through the Customer Hub.
  • Via simple payment links sent to your clients.
• Partial Payments: Providing flexible payment options for customers, we introduced Partial Payments, allowing customers to pay invoices in smaller, more manageable amounts while keeping track of the outstanding balance.

Accounting Software Integration for Automated Bookkeeping and Reporting

Great field service work is backed by accurate financial records. To deliver on this standard, we enhanced our reporting and integrated key accounting software to make bookkeeping automatic and regular.

• Direct Accounting Syncs:
  • Sync Online Payments to Quick Books Online directly from ReachOut.
  • Sync Invoices to Xero and effectively manage your finances across platforms.
• Manually Record Offline Payments: You can now manually document offline payments made by customers preferring to use conventional payment methods. It ensures your financial records remain up-to-date and precise. 
• Customer Account Statements: Generating detailed account statements for each customer is now a breeze. You can easily compile all invoices, payments, and outstanding balances of a customer into one clean statement. 
• Summary Reports: ReachOut now offers a clearer and more complete summary of your transactions by integrating all your payment information into Summary Reports. 

Organized Request Tracking for Improved Customer & Back-Office Visibility

We made it easier for your customers to request service and for your back-office team to manage those requests efficiently.

• Intelligent Service Request Tracking: The Customer Hub’s Service Request Form now includes an ‘Organization’ field, which simplifies the tracking of requests originating from the same company.
• Smarter Lead Management: You can now easily link incoming Customer Hub leads to existing customers—a powerful feature to keep your customer relationship management clean and organized.
• Job Reports in the Customer Hub: Admins can now generate, customize, and sync official Job Reports directly to the Customer Hub. This gives your customers instant access to view and download all service details.
• Simplified Navigation: Access to related jobs from the activity log on the Overview page is now direct, simplifying your daily navigation and management workflow.

Multilingual Support and Notifications for Technician Enablement & Communication

Your field agents are the core of your business. We focused on equipping them with better tools and ensuring they never miss a critical update.

• Multilingual Support on Mobile: We expanded our commitment to global teams by introducing Multilingual Support in our Mobile App for Spanish and Hindi.
• Enable Notifications: To make sure you receive timely alerts and better insights into crucial activities and important job updates, we’ve enabled instant notifications. 
• Set Notification Preferences: You can easily configure notification preferences by switching alerts on and off. It allows you to receive only those messages that are truly significant to you.
• Dedicated Notifications Page: Our new Notifications Page offers a complete, centralized recap of all crucial account events and updates in a single place.

The Road Ahead

We are delighted to see how these improvements are already accelerating our users’ growth, maximizing resource utilization, and dramatically reducing administrative time. We are intensifying our focus on field service intelligence and automation in the coming year to ensure ReachOut remains the most powerful FSM tool you use to serve your customers and grow your business. Ready to see these upgrades in action?  Book a personalized demo and explore what ReachOut can do for your field teams.