ReachOut’s extensive field service management capabilities give you much-needed visibility into operations at each level to lead service requests to completion, ensuring your business runs smoothly and efficiently - all at minimal costs.
It’s time to go digital. ReachOut is all about simplifying processes and cranking up operational efficiency. Ditch the hassle, and cut costs – all in one sweep!
Ticketing
Quoting
Customer Management
Scheduling
Dispatching
Job Tracking
Asset Management
Inventory Management Ticketing
When a client reaches out, your customer reps can swiftly capture requests as support tickets, and convert them into actionable jobs, so that they can be attended to without delay.
Quoting
Quote service costs, send them directly to customers via email, and keep things organized. Plus, turn approved quotes into work orders or inspections with one click.
Customer Management
It’s a central repository that keeps all your customer details in one spot. Need details of past customer interactions or details? Instantly fetch details when you need them.
Scheduling
Keep it simple with our drag-and-drop scheduler — effortlessly assign jobs, saving you valuable time and adding flexibility to your workflow.
Dispatching
Check out your tech’s workloads and schedule in advance and dispatch them to sites, armed with the latest details on assignments and customers.
Job Tracking
As technicians head out, service managers can see what they are doing. Geofencing ensures the techs are where they need to be, and a progress bar shows every step of the job as the techs work through it.
Asset Management
Managing assets across customer sites, whether equipment or property, is easy. Your service teams can create assets, pull up asset details and service history, schedule maintenance, and monitor performance, all of which help extend asset life and minimize downtime.
Inventory Management
List out and organize parts for quick access, guarantee stock availability, allocate them to technicians for use in jobs, and handle returns with zero hassles.
All the tools of the trade are packed into our mobile app so that your technicians on-site have everything. No more clipboards or manual hassles!
Technician Mobile App
Jobs & Customer Info 
Route Optimization
Forms & Checklists
Photo Capture
Invoicing Technician Mobile App
Our mobile app makes life easy for techs. They get job updates, view customer info, access asset history and add new ones, track working hours with the clock-in/clock-out feature, capture and tag images, and record data using forms and checklists. Tasks and invoices are all done in a few clicks, with signatures to seal the deal!
Jobs & Customer Info 
Job cards give a detailed overview of each assigned task – customer information, service history, site and asset details, and other particulars. This equips technicians to thoroughly understand the scheduled tasks before they begin.
Route Optimization
Technicians can pick the shortest, most cost-effective routes with minimal traffic, cutting travel times and fuel costs. Adjust routes for schedule changes and save for future use.
Forms & Checklists
Ditch the clipboards for good. Using forms and checklists tied to the job, technicians can capture data, refer to instructions during installations or inspections, record equipment readings, keep service logs, and more.
Photo Capture
Your technicians can snap pictures at every job stage and tag them with labels to categorize images, noting when they were taken. They can annotate and add notes to highlight issues, making visual information easy to document!
Invoicing
Once a job is done, techs can create on-the-spot invoices with flexible options that enable bulk, partial, or batch invoices. Hand out customized invoices for speedy billing and ensure on-time payments from customers.
Grab essential data showcasing performance and service-related metrics to fine-tune efficiency, reduce time to service, and cut costs.
Stocks & Inventory
Attendance Tracking
Accounting
Reporting
API Integrations
Leads
Request Management
QuickBooks Integration Stocks & Inventory
There’s a clear overview of stock levels shown on the inventory, enabling admins to replenish the quantity of parts and supplies, ensure convenient access, and track consumption effectively.
Attendance Tracking
Admins can track technicians’ worked hours to mark timesheets and handle payroll. This provides a window into the staff’s performance and length of work and helps sort out attendance-related disputes.
Accounting
Keep tabs on cash flows by connecting accounting tools like QuickBooks Online and Xero. This way, customers, invoices, and inventory can be effortlessly synced back and forth between systems for efficient and smooth operations.
Reporting
After finishing a task or during monthly performance check-ins, admins can whip up system reports summing up all activities, transactions, and time logs. Custom job reports can be shared with customers to offer detailed proof of work.
API Integrations
Use open API integration to smoothly sync data in and out of ReachOut. Grab the details needed from specific modules and send them back and forth to external apps, hassle-free.
Leads
New user inquiries become Leads in ReachOut. Admins can effortlessly convert them into customers with a click. Instantly onboard potential clients, ensuring prompt service.
Request Management
Admins have the power! They can check out service requests from existing customers or new leads, convert them into quotes, inspections, or work orders, and either resolve or reject requests as necessary.
QuickBooks Integration
Manage payments, invoices, and expenses effortlessly by syncing ReachOut with QuickBooks Online, automating your financial workflows and keeping your records accurate.
It’s about making it easy for your customers. A hassle-free way to request services, giving them more autonomy over the process.
Customer Portal
Request Tracking
Email Notifications Customer Portal
Your customers can log into our self-service portal to quickly request installations, maintenance, or repairs. They can also view and approve quotes and see active invoices, informing them of outstanding payments. No hassles, just convenience!
Request Tracking
It’s easy for customers to keep tabs on the live status of all their past service requests to make sure they’re always in the loop.
Email Notifications
With automated emails, customers stay informed at every step of the job lifecycle, from raising a ticket to completing or reassigning the job.
Try ReachOut and see first-hand the positive impact it can have on your business.
