ReachOut Suite Reviews & Pricing

Key Features

• Scheduling: Assign work orders to field staff and teams with the drag-and-drop feature through a color-coded calendar. 
• Dispatch Management: Dispatch field staff to assigned jobs with routes and work order details, along with required materials and resources. 
• Routing and GPS Tracking: Save time and fuel costs with efficient routes. Track field staff navigation in real time with GPS to re-route in case of traffic delays. 
• Work Order Management: Create and manage work order requests, allocate staff, tools and devices, assign tasks and track real-time task completion to ensure timely service delivery. 
• Customer Data Management: Maintain a central database of all customers with details including address, phone numbers, email ID, service history, payment records, feedback and more to aid communication with quick referencing. 
• Inspection and Audit Management: Schedule regular and on-demand audits and inspections with unlimited inspection points. Create and send detailed reports to customers post service delivery. 
• Digital Forms: Create, save and share customized forms to collect data in the field. Use a codeless online form editor with flexible question type options. 
• Mobile App: Enable field and back-office staff members to coordinate, update job progress and collect payment on the go with Android and iOS apps. 
• Accounting Integration: Keep track of finances and manage invoicing and payment in the field by integrating third-party accounting software. 
• Quote Management: Generate, attach and email quotations for potential sales and service orders. Set up approval processes for quotations and convert approved quotations into work orders automatically. 
• Pipeline Management: View active jobs across different stages and coordinate with the field staff and managers to ensure checklist completion and faster turnaround time. 
• Inventory Management: Build and manage inventory centrally by adding items, assigning brands and categories and taking stock counts. Log every stock change, usage, return, cancellation and movement of items from one inventory storage location to another and set up reorder points. 
• Ticketing: Convert every customer query into a ‘ticket,’ streamline all channels of customer communication, and deliver a seamless and coordinated response with templates to address all issues. 

Limitations

•  The software is erroneous and bug-ridden. 
•  Custom fields cannot be added. 
•  Data import is difficult. 
•  System is slow to load. 
•  Dates are missing from customers’ work orders. 

Suite Support