What is it all about?
ReachOut Suite is a complete Customer Relationship Management (CRM) and Customer Service Management (CSM) solution that improves operational efficiency by eliminating paperwork and streamlining processes with mobile-based forms and workflow.
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Who is it for?
Key Features
Service history tracking Technician management Quotes / estimates Activity audit Assignment management Automated scheduling Calendar management Client database Clock in / out Contact history CRM integration Digital signature Digital signage Document storage Drag & drop interface Electronic signature Employee location tracking Employee management Feedback collection GPS Inspection management Job scheduling Location tracking Mobile integration Offline access Project time tracking Quote generation Real time monitoring Remote access Surveys & feedback Time / task reporting Time tracking by project To-Do list Workflow management
Benefits
The ReachOut suite of products equips field managers and workers with the necessary tools to assign, plan, carry out and follow up on jobs by connecting back office and field workers in one cloud-based channel. Utilizing tools for field service management such as ticketing, GPS, checklists, Kanban workflow boards and calendar scheduling, field workers and managers can organize and simplify day-to-day tasks. Using drag and drop technology, managers can assign jobs to team members and enter them into the color-coded calendar page. ReachOut Suite offers the possibility to set-up automatic notifications to team members when a job is assigned to them and standardized check-lists to simplify workloads. By incorporating various functions into the ReachOut mobile app, such as creating estimates and invoices, e-signatures, inspection forms and more, users can complete jobs whilst out in the field without having to follow up with paperwork. With the aim of helping users on the job, ReachOut Suite has a number of tools to assist with customer management, including an in-built CRM, with which users can access user files to gain insight on a customer before attending the job. Customer requests can also be recorded using ReachOut’s ticketing platform, meaning users can make a record of customer needs and assign the ticket to the relevant team member to resolve the issue.
Pricing
Description
ReachOut Suite is offered forever free for the first 3 users. It includes 5 GB storage with full access to all features including unlimited customizable forms, customers, and assignments. Those who want to add more users will pay a subscription of $2
Integrates With
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