Mobile Application Overview

DOWNLOADING THE MOBILE APP

You can download and use the ReachOut Mobile App on an Android or iOS-compatible smartphone or tablet. Get it directly from the app store on your device by searching for ReachOut Suite. 

Google Play Store Apple App Store

Once downloaded, tap to launch the app. Use your web app credentials to sign in. 

Please note: If denied, you need to approve app permission requests for Notifications, Location, Camera, and Photos/Media/Files from your device settings. Read our data collection policy here

HOME SCREEN

Signing in will take you to the app home screen where the main menu and navigation elements are intuitively laid out to interact with and seamlessly access different sections. 

Shows the user profile and time logged. Tap on Create Work Order and Create Inspection to create the jobs quickly. 

(My Jobs) Displays the status of current, upcoming, in progress, and overdue jobs on four clickable individual tiles. 

Grants quick access to the main modules – Home, Jobs, Customers & Routing. Tap on More to view and edit your profile.

Now, we’ll quickly walk you through the main modules in the app. 

JOBS

To get to the Jobs module, tap on Jobs at the bottom navigation bar or through the card section on the Home page. 

Under My Jobs, you can view a list of the current jobs. Color-coded labels indicate the status of each listed job. 

1. Tap on a job to view full details.
2. Find a specific job from the list.
3. Refresh and update job details.
4. View all completed jobs.
5. Filter jobs based on start date,
priority, & status.

CUSTOMERS

To open, tap on Customers at the bottom bar. 
Customers show the list of customers for which the jobs are allotted for the field agent.

 

1. Use the search bar to find the required customer.
2. Tap the circular arrow to refresh
and update the customer details.

ROUTING

Routing is a routing feature that helps field agents get to job locations via the fastest and most cost-efficient routes available. 

Tap on Routing at the bottom bar to open.

1. View the scheduled jobs due for the
day below the map. Tick checkboxes
to add. 
2. Mark Add End Location by entering
the location or pinning it on the map. 
3. Get recommended routes between
chosen locations by selecting Fetch
Route
4. Use the Clear option on the top right
to reset planned routes. 
Was that helpful?
No
Next : Managing App Settings