thumbnail

We’re excited to announce the launch of the new asset management feature in ReachOut. The new feature replaces the outgoing ‘Entities’ feature in ReachOut. The enhanced asset management caters to the needs of asset-centric businesses. It provides more advanced capabilities for asset installers and maintenance companies.

If you’re using the ‘Entities’ feature in ReachOut, you can’t skip this post. Because ‘Entities’ is now giving way to ‘Asset Management.’

What is Asset Management?

Customer assets are any valuable item, equipment, or property owned by a customer that requires installation, maintenance, service, or management. Effectively managing and maintaining these assets is crucial for ensuring optimal performance, minimizing downtime, and enhancing customer satisfaction. 

Asset management allows field service providers to install, service, track, manage, and maintain their customer assets. A typical asset management process includes:

  • scheduling asset maintenance,
  • tracking service histories,
  • monitoring asset performance.

ReachOut’s new asset management feature provides many advanced capabilities for field service providers. You can enable asset management capabilities on both web and mobile through the Settings menu in ReachOut.

Asset Management Capabilities Vary According to Pricing Plans

The basic features in ReachOut’s asset management are free for all users. To unlock more powerful features, you can choose a pricing plan based on your need and budget.

Free and Standard users can:

  • Define and organize customer assets with clear categories.
  • Create and manage assets for each customer site (through the web).
  • Link customer assets to jobs (work orders and inspections) for a smooth workflow.
  • View the basic asset details linked to each customer.
  • View the list of assets on mobile

Premium and Ultimate users can:

  • Upload, define, and manage asset-related documents and manuals (for each asset category).
  • Access the complete list of assets linked to each customer on web app.
  • Register new assets from a customer’s site using the ReachOut mobile app.
  • Capture and view asset images on maintenance using the mobile app. 
  • View detailed asset history and performance.
  • View asset-related jobs, image galleries, and documents and manuals.
  • Run insightful asset reports to optimize your field service operations.

What Will Change for Our Customers?

All the asset-related data added so far by existing users will remain intact. Nothing will be lost. Entities will be assets, going forward, and entity types will be asset categories. You can continue to use your current data along with the new asset management features.

So what’s new? You can access advanced asset management capabilities on a well-organized web or mobile interface. It will be more intuitive and accessible to both in-office and field-based teams.

How Does The New Asset Management Benefit Field Service Companies?

The new asset management feature will offer several advantages for asset installers and maintenance companies:

  • Real time registration of new assets from the field (customer sites). Better time-to-value in asset installation and maintenance.
  • Easy to manage critical asset-specific documents and manuals. Systematic maintenance of contracts, insurance, warranties, and other legal documents helps improve your compliance with industry regulations and standards.
  • Accurate scheduling of work orders with up-to-date information on customer assets helps your team complete more jobs. It also improves your first time fix rates. 
  • Timely maintenance of customer assets can reduce your inventory and maintenance overheads, cut unnecessary downtimes, and ensure the longevity of assets.

Asset Management Benefits for Service Managers and Supervisors

  • Service managers can track all the assets installed by your company at various customer sites. 
  • Service managers can link customer assets to work orders or inspections and track them all the way. 
  • Easy to schedule and assign jobs related to customer asset maintenance and servicing. 
  • Asset-related document management becomes more precise and efficient. 

Asset Management Benefits for Field Service Technicians

  • Field technicians can add new customer assets from the field (customer sites) in real time. 
  • Using the ReachOut mobile app, field teams can capture, share, and view asset images, right from the field. 
  • Field agents get instant access to the service history of customer assets. It improves your first time fix rates. 
  • You can also link multiple assets to a single work order . Your field techs can view all the customer assets linked to an assigned job.

Our development team is committed to enhancing ReachOut’s efficiency and capabilities. We keep tailoring ReachOut to meet your unique needs with regular updates, new features, bug fixes, and enhancements. Our goal is to provide you a modern solution that streamlines your daily operations and helps you deliver exceptional customer service.To learn more about the new asset management feature in ReachOut, book a demo.

Digitize your field service operations from scheduling to invoicing with ReachOut. Connect your technicians with the companion mobile app to execute jobs and reduce paperwork in the field. Try ReachOut now and give your customers the fast and quality service they deserve.

Get Started

Aarathy

With over a decade of experience in the technology sector, Aarathy is passionate about improving field service efficiency through digital innovation. She is particularly interested in topics such as field service trends, service automation, and strategies for implementing digital transformation in service management.

More posts by Aarathy

Experience end-to-end visibility into your field service business and improve customer service with ReachOut.
Request a Demo

Discover the end-to-end capabilities of ReachOut in a matter of minutes!