ReachOut has established itself as the number one field service software. The suite’s comprehensive features help service businesses remain efficient and productive in the field with paperless workflows. 

Graphical job scheduling enables schedulers to optimize job assignments to technicians. Integrated calendar views provide a complete view of assigned jobs. Job assignment based on skills and proximity becomes easy. Drag-and-drop interfaces make assigning jobs easy. Automated notifications keep technicians in the loop on all assignments and changes.

An integrated CRM unifies data and presents it through intuitive dashboards. Users get a single source of truth. Technicians can access all relevant information from anywhere through their smartphone app.

Digital forms and checklists pave the way for structured workflows. Technicians can download these forms through their mobile apps and work accordingly. They can also use the app for electronic data collection and generate reports.

Job tracking, leveraging smartphone GPS, allows service managers to track job progress. They can provide accurate ETAs to waiting clients. They can also intervene to resolve any on-field issues or delays.

Automated invoicing and payments improve efficiency and customer convenience manifold. On work completion, the system auto-generated the invoice and emailed the customer. The suite also offers many payment options. Automated back-end processing reduces clerical work related to accounts and time sheets.

Companion mobile apps are a productivity game-changer for technicians. They can access information, receive notifications, file reports, generate invoices, and do more. 

The Continuous Thrust on Innovation

ReachOut helps service businesses streamline field operations. The suite help businesses improve efficiency and customer satisfaction. But efficiency and customer satisfaction are never static. And true to form, ReachOut never stops innovating or improving.

The major innovations in 2024 included a new job progress bar, geofencing to track field agents, and customer location mapping. Likewise, the technicians got an improved mobile app. They could add new customers, view customer profiles, track attendance, and do more.

In 2025, the product updates were focused on equipping field agents and managers across the globe to do more. Here’s a look at the latest features and enhancements in ReachOut that can take your service business a step ahead. 

1. Improved Notifications

Notifications have always been critical for technicians to receive updates on time.

Recently, ReachOut has made big-time improvements in notifications. The system now supports notifications for a wider range of activities. Users also get greater flexibility to manage them.  A new, dedicated page offers users a comprehensive overview of all relevant account events and updates. Users can toggle preferences to receive only the alerts they consider relevant.

2. Improved Invoicing

The ability to generate automated invoices is a big productivity booster. ReachOut users now get a host of convenient features that make invoice generation easier.

Users can now convert approved quotes to invoices. They can also create invoices directly from the job details page. The transition from estimation to billing becomes simpler. The convenience of creating invoices without leaving the page boosts efficiency manifold.

Users can also create and save invoices as drafts and add custom source details to invoices. With these improvements, businesses can keep on adding items to invoices and email them when they become final. Tracking and referencing invoices also become better.

3. Better Payment Collection Capabilities

In a big push towards customer convenience, businesses can now offer customers the option to make partial payments on an invoice. Customers can now pay in smaller, manageable amounts. The business can track and follow up on such payments seamlessly.

Integration with Stripe makes payment collection more seamless and effortless. The business can choose to receive payments through multiple channels.

Field agents can collect payment from the field before leaving the customer premises. Customers can also make payments via the customer hub portal, or support executives can message a payment link to the customer.

4. Improvements in Accounts

ReachOut has also made several improvements in accounts management of late.

For all the advancements in digital payments, many customers still use traditional methods. To account for such preferences, ReachOut has added a new feature to record offline payments in manual mode. This is a big productivity booster as it integrates digital and traditional payments.

There has also been a host of functional improvements. With these updates, businesses can manage their finances better than before.

The new ability to sync online payments to QuickBooks Online enables seamless bookkeeping.

New support to sync invoices to Xero makes it easy to manage finances across platforms.

Users can configure default due dates for invoices. Setting such default due dates standardizes payment terms and streamlines billing.

Another functional improvement is the ability to set custom invoice ID formats. Also, the invoice IDs are now set in sequence. Invoice management and tracking becomes easier.

5. Better Reporting Capabilities

A slew of tweaks and improvements streamline reporting.

Payment reports are now included in the summary reports, offering a clearer overview of transactions.

Users can now generate detailed account statements, drilled down to each customer. These reports integrate invoices, payments, and outstanding balances.

6. Improved Customer Hub

In 2025. There have been significant changes in the customer hub.

Job reports are now available in the customer hub. It becomes easier to view and download service details. Admins can generate and customize job reports and sync them to the customer hub.

Users can leverage the new ‘organization’ field in the service request form to track requests from the same company.

There is now flexibility to link customer hub leads to existing customers. This update is in addition to converting these leads into new customers.

Direct access to related jobs from the activity log on the overview page simplifies navigation.

7. Improved Mobile App

The mobile app has undergone several tweaks to make it more user-friendly and intuitive. The app now offers multilingual support in Spanish and Hindi.

2025 marks a year of continuous innovation for ReachOut. A host of UI enhancements and feature updates give a boost to field service businesses. They become efficient, boost customer satisfaction, and handle the busy seasons without strain. Contact us now for a free demo and learn how ReachOut can transform your service business.