Release Notes

RELEASED ON 28 November, 2024

• Enhanced UI for the Standard form builder
• General improvements and fixes

RELEASED ON 11 November, 2024

• Introduced ‘Partially Paid’ status to invoices.
• Enhanced UI for Asset – Documents and manuals

RELEASED ON 10 October, 2024

• Introduced the ability to upload images to individual questions within standard forms.
• Adding Notes from the field: Added the ability to quickly add notes to jobs, including attachments, via the mobile app. Admins can also create notes for agents by enabling agent visibility.
• General Improvements & Fixes

RELEASED ON 10 October, 2024

• Introduced the ability to upload images to individual questions within standard forms.
• Adding Notes from the field: Added the ability to quickly add notes to jobs, including attachments, via the mobile app. Admins can also create notes for agents by enabling agent visibility.
• General Improvements & Fixes

RELEASED ON 29 August, 2024

• Standard form builder: Pages are now replaced with sections in a form with an additional option to define page breaks in the job reports.
• General Improvements & Fixes

RELEASED ON 12 August, 2024

• Added the ability to add new customers directly from the Mobile app, along with enhanced customer profile views.
• Create and manage customer assets within the Mobile app independent of jobs.
• General Improvements & Fixes

RELEASED ON 11 July, 2024

• Introduced Asset Management feature upgrading the functionalities of existing entity module.
• View and manage customer information in a dedicated section on Mobile App.

RELEASED ON 12 June, 2024

• Implemented a streamlined method for marking users as inactive, allowing for easy reassignment of their pending tasks and inventory.
• Added the capability to group images by form name or tags, facilitating easier identification during job report customization.
• General Improvements & Fixes

RELEASED ON 28 May, 2024

• Included Quotes and Invoices in Customer Hub enabling end customers to directly view and approve Quotes from the Hub.
• Other enhancements on Customer Hub for better usability.
• Improved “Let’s get started” section on the overview page for better onboarding assistance.

RELEASED ON 09 May, 2024

• Introduced ability to track field agents’ attendance via the mobile app, with detailed reports available for admins to assist in payroll processing.
• Introduced geofencing to validate an agent’s location against the customer’s location when starting a job, ensuring accurate location tracking.
• Ability to add customers and locations using latitude and longitude coordinates, even if they lack a physical address.

RELEASED ON 24 April, 2024

• Easily switch between user roles without impacting their job assignments.
• General Improvements & Fixes

RELEASED ON 04 April, 2024

• Choose specific job gallery images to include in job reports
• Applied search and filter functionality to both ‘All jobs’ and recurring jobs listings.
• Improved user interface for login and sign-up pages.

RELEASED ON 17 March, 2024

• Introduced a range of new pricing tiers, offering more flexibility and options to suit different needs and budgets
• Enhanced onboarding process

RELEASED ON 03 March, 2024

• Product maintenance release

RELEASED ON 27 February, 2024

• Notes for Jobs – Ability to add internal notes against Work Orders and Inspections
• UI and functionality improvements for Notes in Ticket
• Introduced pertinent data columns to different sections on the customer details page
• General Improvements & Bug Fixes.

RELEASED ON 15 February, 2024

• Improved Calendar performance
• Job progression bar updates – added more statuses for better transparency on the job progress
• General Improvements & Bug Fixes.

RELEASED ON 29 January, 2024

• Frontend tech upgrade
• General Improvements & Bug Fixes.

RELEASED ON 1 March, 2023

• Pricing Update: $15/user/month
• General Improvements & Bug Fixes.

RELEASED ON 23 February, 2023

• ReachOut Signup Page Improvement: UI/UX improvement noticeable when accessing the page from Mobile devices.
• General Improvements & Bug Fixes.

RELEASED ON 13 February, 2023

• ReachOut API Integration – Select APIs opened for Customer usage.
• General Improvements & Bug Fixes.

RELEASED ON 9 February, 2023

• General Improvements & Bug Fixes.

RELEASED ON 25 January, 2023

• General Improvements & Bug Fixes.

RELEASED ON 19 January, 2023

• Job Report Revamp – Introducing new design for the Work Order & Inspection Reports.
  • Improved Design,  Layout & intuitive structuring of the content.
  • Improved UI for the Customization pop-up.
  • Ability to save Custom Preferences for later use.
• Leave Types in Calendar
  • Introducing leave types to select from during Leave Creation.
  • Visual icons to differentiate leave types from each other on the Calendar.
• General Improvements & Bug Fixes.

RELEASED ON 12 December, 2022

• ReachOutTrial Period & Pricing Updates – Holiday Offer 2022.
• General Improvements & Bug Fixes.

RELEASED ON 8 December, 2022

• Job Details Page Revamp (Phase 1) – Overview Tab (formerly known as the Summary Tab) has gone through Design changes for improved usability.
• Job Progression Bar introduced to the Job Details Page for a quick snapshot of the latest status of the Job.
• General Improvements & Bug Fixes.

RELEASED ON 10 November, 2022

• General Improvements & Bug Fixes.

RELEASED ON 3 November, 2022

• General Improvements & Bug Fixes.

RELEASED ON 18 October, 2022

• General Improvements & Bug Fixes.

RELEASED ON 20 September, 2022

• General Improvements & Bug Fixes.

RELEASED ON 24 August, 2022

• Customer Email Notification: Configure & send pre-defined email notifications to end-customers for major activities occurring within the Web & Mobile applications.
• General Improvements & Bug Fixes.

RELEASED ON 8 August, 2022

• General Improvements & bug fixes.

RELEASED ON 20 June, 2022

• Job Creation from Mobile App.
• General Improvements & bug fixes.

RELEASED ON 30 May, 2022

• General Improvements & bug fixes (Android Mobile App).

RELEASED ON 28 April, 2022

• Ability for the Admin to edit Agent time log post Job submission.
• General Improvements & bug fixes.

RELEASED ON 9 March, 2022

• General Improvements & bug fixes.

RELEASED ON 3 March, 2022

• Map View Feature: Track & Manage Jobs & Assignments all from the map.
• Custom Report Feature: Create custom reports & save for later.
• General Improvements & bug fixes.

RELEASED ON 21 February, 2022

• General Improvements & bug fixes.

RELEASED ON 25 January, 2022

• Ability to search by Part ID within Estimates, Quotes & Invoices.
• UI Improvements on Estimate & Invoice Screens (Mobile App)
• General Improvements & bug fixes.

RELEASED ON 15 December, 2021

• General Improvements & bug fixes.

RELEASED ON 9 December, 2021

• General Improvements & bug fixes.

RELEASED ON 25 November, 2021

• General Improvements & bug fixes.

RELEASED ON 26 October, 2021

• General Improvements & bug fixes.

RELEASED ON 19 October, 2021

• General Improvements & bug fixes.

RELEASED ON 12 October, 2021

• General Improvements & bug fixes (Web App).

RELEASED ON 12 October, 2021

• General Improvements & bug fixes (iOS Mobile App).

RELEASED ON 04 October, 2021

• General Improvements & bug fixes.

RELEASED ON 30 September, 2021

• General Improvements & bug fixes (Mobile App).

RELEASED ON 27 September, 2021

• General Improvements & bug fixes.

RELEASED ON 20 September, 2021

• General Improvements & bug fixes.

RELEASED ON 16 September, 2021

• General Improvements & bug fixes.

RELEASED ON 9 September, 2021

• General Improvements & bug fixes.

RELEASED ON 5 September, 2021

The much awaited, enhanced version of ReachOut is out!

• UI Design makeover for the web & mobile app. Experience the new look & feel of ReachOut!
• Upgraded technology & improved usability.
• Condensed menu for easy access to major features.
• Quick Create option for creation of Customers, Tickets, Jobs, Quotes & Invoices from anywhere in the Web Application.
• Personalized Welcome-Home Screen (Mobile App).
• Enhanced Job Screens for a superior job attend experience (Mobile App).
• Access to Help topics for field technicians (Mobile App).

RELEASED ON 1 OCTOBER, 2020

• General Improvements and Bug Fixes.

RELEASED ON 24 SEPTEMBER, 2020

• Xero Integration Improvements.
• General Improvements and Bug Fixes.

RELEASED ON 22 SEPTEMBER, 2020

• General Improvements and Bug Fixes.

RELEASED ON 10 SEPTEMBER, 2020

• General Improvements and Bug Fixes.

RELEASED ON 10 SEPTEMBER, 2020

• QuickBooks Online Integration Process Improvements.
• General Improvements and Bug Fixes.

RELEASED ON 17 AUGUST, 2020

• Mail Settings feature improvements and UI changes.
• View Password option added to the User password creation & mail configuration pages.
• Reassign Tasks feature now available on the Mobile App.
  – Allows Primary Agents to reassign individual & team tasks on the field.
• General Improvements and Bug Fixes.

RELEASED ON 28 JULY, 2020

• ReachOut Receipt for in-app subscription payments & form purchases.
  – Download the receipts from the email confirmation or directly from the Accounts Settings page.
• General Improvements and Bug Fixes.

RELEASED ON 11 JUNE, 2020

• Ability to cancel your ReachOut account from within the Accounts Settings page.
• General Improvements and Bug Fixes.

RELEASED ON 2 JUNE, 2020

• General Improvements and Bug Fixes.

RELEASED ON 21 MAY, 2020

• General Improvements and Bug Fixes.

RELEASED ON 14 MAY, 2020

• General Improvements and Bug Fixes.

RELEASED ON 30 APRIL, 2020

• General Improvements and Bug Fixes.

RELEASED ON 29 APRIL, 2020

• Premium Feature: Advance Work Order (AWO)
  • Ability to add multiple agents to a Work Order & designate a Primary Agent.
  • Revised & Improved UI for the Scheduler.
  • New look, feel & design for the Work Order Module, on the Mobile App.

RELEASED ON 6 FEBRUARY, 2020

• Premium Feature: QuickBooks-ReachOut Integration Updates & Improvements.
• General Improvements and Bug Fixes.

RELEASED ON 9 JANUARY, 2020

• General Improvements and Bug Fixes.

RELEASED ON 17 DECEMBER, 2019

• Premium Feature: Introducing new option under Settings, Business Hours & Holidays to set up your working hours and organizational holidays.
• Premium Feature: Leaves feature within the Scheduler to Create and Manage leaves for agents.
• General Improvements and Bug Fixes.

RELEASED ON 12 DECEMBER, 2019

• General Improvements and Bug Fixes.

RELEASED ON 21 NOVEMBER, 2019

• New & Improved interface design for the following:
  • Inspection Creation.
  • Ticket Creation.
  • Work Order & Inspection Packages/Templates.
  • Scheduler.
• General Improvements and Bug Fixes.

RELEASED ON 4 NOVEMBER, 2019

• Premium Feature: Plan My Route, the route optimization feature is now available on the mobile application.
• Sample CSV Template added to the Parts Inventory module to make Parts & Stock Importing easier.
• General Improvements and Bug Fixes.

RELEASED ON 17 OCTOBER, 2019

• New and Improved look for the Form Marketplace.
• Premium Feature: Ability for Users to configure & verify Mail Settings.
• General Improvements and Bug Fixes.

RELEASED ON 3 OCTOBER, 2019

• General Improvements and Bug Fixes.

RELEASED ON 19 SEPTEMBER, 2019

• General Improvements and Bug Fixes.

RELEASED ON 22 AUGUST, 2019

• New: Entity Report added to the Reports Module.
• New: ReachOut session will time out if the user remains idle for longer.
• General Improvements and Bug Fixes.

RELEASED ON 8 AUGUST, 2019

• Improvements made to the Summary Reports under the Reports Module.
• Revision to Form Marketplace: Forms and Pricing revised & updated.
• Improvement: Option to remove User profile picture, added (Web App).
• Improvement: Pagination available now, on the Parts List page.
• General Improvements and Bug Fixes.

RELEASED ON 30 JULY, 2019

• Archive and Delete buttons added to the Customers, Ticket Home & Parts List Pages.
• Archive button added to the Invoices & Quotations pages.
• Advanced User-Level Permission feature, now available for the Customers, Invoices, Quotations, Parts Inventory and Survey Management Modules.
• Bug fixes and Improvement (Mobile App).

RELEASED ON 11 JULY, 2019

• Introducing Advanced User-Level Permission for the Ticket Management, Inspection Management & Work Order Management Modules.
• Customer Email ID auto-populates now, while emailing Work Order & Inspection Completion Reports.
• Archive button added to the Ticket Home.
• Search Option incorporated within the Customer field, under the Quotation Management Module.

RELEASED ON 27 JUNE, 2019

• New look for our Get Started Page.
• Addition of Menu Management under Settings – Preferences.
• Additional currencies incorporated.
• Premium Feature: Ability to configure sender’s email address, prior to sending the mail to the customer.

RELEASED ON 30 MAY, 2019

• New look for your Form Marketplace.
• Import Contact details along with the Location.
• Phone Number field added to the Customer Export function.
• Pagination & Filters applied stay active when navigating away from / to the filter page.

RELEASED ON 02 MAY, 2019

• Re-desinged Account Settings page.
• Mobile App: Updated the Customer ‘History’ option.
• Ability to add images in styled form.

RELEASED ON 17 APRIL, 2019

• Display Work order and Inspection attributes on Mobile apps.
• Brought in logic in styled forms for rule-based flow.
• Ability to switch the type of unused attributes.
• Handling of special characters in Correction Cost description.
• Settings for Inspection and Work order attributes.
• Improvements in Entity attributes.
• Ability to unsubscribe forms from Inspections and Work Orders.
• Rewording of subtext for each tab under Preferences for better usability.
• Ability to notify users about Feature releases.
• Fixed the issue with ticket description getting removed when a source is selected.
• Fixed the issue with ampersand character in invoice.
• Set the text for checkbox inside attribute (Inspection and Work order) in Settings.
• Fixed error in reports when logging in as Admin.

RELEASED ON 28 MARCH, 2019

• UX Improvements & Bug fixes in Scheduler.
• Performance improvement for Inspection and Work order Listing.
• UX Improvements in Customer Import.
• Ability to choose multiple tickets/work orders/inspections and archive/delete them.
• Setting limit to Inspection and Work order listing in mobile for improved performance.

RELEASED ON 19 MARCH, 2019

• Revision of content in payment related emails.
• Custom request to change signature size in PDF.
• Fixed customer address mismatch in Work orders and Inspection.
• Fixed an issue related to recurring Work orders/Inspections assigned from 1st day of every month.

RELEASED ON 15 MARCH, 2019

• Performance Improvement – Invoice.
• Fixed crash on login to the Overview page on Web.

RELEASED ON 11 MARCH, 2019

• Security fixes.
• iOS – SDK Version Update.
• Introduced tabular questions on Styled forms.
• Performance Fixes – Overview Page and Work order/Inspection Count.