
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
Dispatch Field Technicians
- Manage the job schedules of your garage door service technicians and dispatch them to work sites with accurate job-specific information.
- Instantly assign and reassign jobs based on priority using the drag and drop scheduler and alert your garage door technicians with mobile notifications.
- Track and manage all your garage door repair jobs, technicians, teams, assignments, and more – in one place using the integrated map view.
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Mobile App
Mobile App
Mobile Forms & Checklists
- Garage door technicians can add new jobs on-site, access checklists and forms on mobile, view allocated parts and return inventory, capture customer signatures, and create invoices using the mobile app.
- Garage door technicians traveling to different work sites can view all their upcoming, pending, and completed tasks in a single view.
- Instant job alerts on mobile help notify your garage door technicians when new tasks are assigned. Technicians are also provided with up-to-date job details relevant to each task.
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Route Optimization
Route Optimization
- Dynamic reordering and selection of optimal routes for garage door technicians who need to cover multiple locations in a day.
- Route optimization allows field technicians to reach work sites faster, so they can reduce the time spent on roads, enhance productivity and maximize efficiency.
- In case of any last-minute job schedule changes, you can replan and finalize routes for technicians. The planned route will remain active for 24-hours and then resets automatically, so you can plan a new route.
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CRM
CRM
- Store your entire customer data – service history, contact details, site address – all in one place for instant retrieval at any time.
- Garage door service requests received via phone/email can be manually recorded as work tickets. Each ticket can be saved as a reference to review the details of previous jobs or to track the life cycle of each request.
- Raise quotes covering service costs and share directly to customers via email. Also convert approved quotes into a work order.
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Customer Portal
Customer Portal
Request Work & Track Status
- Online portal for customers to request locksmith repairs or services and review scheduled jobs.
- Customers can view and track the status of all their service requests in one place, thereby reducing their dependency on customer service reps.
- Customers can view locksmith job quotes and their statuses, accept/reject quotes or suggest revisions, and view and download invoices.
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Parts Inventory
Parts Inventory
Track Allocated Parts & Returns
View & Organize Parts List
- Track the products, parts, and materials used for every garage door service or repair job to ensure that your job budgets are always met.
- Gain full visibility into your job costs, margins, inventory allocation and usage, charges collected for using extra fixtures or parts, and more.
- Manage returns (accept/ reject returns), add new garage door service materials and equipment parts, view complete parts list, and track all logs.
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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 Integration & Open APIs
Accounting Integration & Open APIs
QuickBooks & Xero Integration
Transparency in Accounting
- Integrate ReachOut with QuickBooks or Xero accounting software to track your financial transactions seamlessly.
- Details related to your customers, invoices, and payments are synced to the external accounting software (QuickBooks or Xero) directly from ReachOut.
- Access information related to customers, jobs, tickets, invoices and other modules on ReachOut through open APIs and integrate the details with your system.
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Job Tracking
Job Tracking
- Easily check the current status of a job with the progression bar.
- Track the recorded work hours of your garage technicians for payroll and precise timesheets.
- Verify technicians’ arrival at the customer’s location using the geofencing feature.
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Asset Management
Asset Management
- Garage door technicians can handle and maintain various assets at customer sites, including door openers, torsion springs, safety sensors, etc.
- Specify new assets with different attributes and categorize them for easy reference. Link to work orders or inspections hassle-free.
- Readily access detailed asset service history for preventive maintenance, quick diagnostics, and repairs on specified equipment.
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