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How ReachOut is organized

ReachOut Organization

ReachOut is organized around the Customer

ReachOut is a Customer-Service Relationship Management (CRM) system to record and organize your day to day interactions with customers. Your back-office team will use the ReachOut web application to create and dispatch Tickets, Work Orders, Inspections, and related activities. Your team in the field will use the associated ReachOut mobile app to conduct audits, create estimates and invoices, and collect customer sign offs. There is even a Survey component to simplify your collection of feedback about your service.

ReachOut is extremely adaptive. You can use some or all of the ReachOut modules. You can configure ReachOut for simple use-cases or accommodate rather complex requirements, depending upon your organization’s needs.

ReachOut’s Customer view centralizes all contact information and activity history for every customer.

Use the Ticket module to log customer calls, issues, or incidents which can be quickly handled. Some tickets may result in the creation of follow up activities, such as a Work Order or an Inspection.

Inspections are formal audits that are conducted to collect data, assess compliance, or evaluate effectiveness with quantitative scores. Inspections use customizable, re-usable forms. With the phone app, inspectors can take and annotate photos with their inspection report, check-in, report correction costs for findings, and handle invoicing.

The Work Order module is used to dispatch personnel to assignments in the field, with necessary instructions. Personnel can

  • create Estimates (Quotes) & Invoices,
  • use checklists
  • document work done with annotated photos
  • log their time and location,
  • gather signatures

— all on their smartphone.

All ReachOut modules are integrated and can be used together.

At the same time, many ReachOut customers use only the Inspection module or the Work Order Module, and that is perfectly fine.

See: Inspections and Audit Management

See: Work Order Management

See: Customer Management

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