What is ReachOut Suite?
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 inbuilt 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.
Designed to help connect back office and field workforce, ReachOut Suite offers GPS tracking of staff members so that each team member can be located in real-time and managers made aware when jobs run off schedule. Team members can also utilize the GPS map routing to locate jobs and check in and out of jobs using the mobile app whilst on-the-go.