ReachOut Suite
by ReachOut (Fingent)
HVAC field service platform with customer portal for service requests, quote approvals, and appointment reviews -- free for 3 users.
Highlights
Capabilities
Media
www.reachoutsuite.com
About This Product
ReachOut Suite offers a customer portal where clients can request HVAC services and repairs, approve quotes, and review appointments. Features drag-and-drop scheduling, digital inspection forms, mobile field data collection with photo annotation, and integrated map-view technician tracking. First 3 users are free forever with access to all features including work order management, inspections, scheduling, invoicing, and integrated payments. Also offers a 7-day free trial.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- Yes
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 7.0
Features 8.0
Support 5.0
Value 7.0
Integrations 8.0
AI Capabilities 1.5
Features
128 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization31features
Approval ManagementPolicy ManagementAudit Trailactivity auditCustom API AccessREST APICustom BrandingWhite LabelingCustom FieldsCustomizable FormsCustom TemplatesJob TemplatesData ExportData ExportData ImportData Import
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Integrations MarketplaceExternal IntegrationsMulti-Language SupportMultilingual mobile app supportRole-Based Access ControlRole-based access controlThird-Party IntegrationData SyncReal-Time Sync of Field Data and Financial DataReal-time sync of field data and financial dataDocument ManagementDocument imagingDrag And Drop Form BuilderDrag & dropAnalytics APIAPI Automation for ProcessesAutomated Form Routing Based on Form ValuesAWS Cognito AuthenticationBIM Platform InteroperabilityData Exchange with Testo DataControl PC SoftwareForm Section and Page BreaksImport and Export DataScheduling And Dispatch IntegrationScheduling and dispatchingFilter and Search DocumentsJob Search and FilterAutomated Document Review WorkflowsAutomated Workflow ManagementDone-for-You MigrationData sync and migrationKanban ViewKanban workflow boardsFlat to Fillable PDF ConversionBack Office Data SyncReal-time sync of field data and financial dataSingle Sign-OnSecret token-based authentication
Mobile & Field Tools18features
Offline ModeOffline ModeDigital FormsDigital Signaturese-signaturesImage Capture TimestampingImage Capture TimestampingMobile Worker Access from One DeviceMobile Access for TechniciansOffline Mobile Data CollectionOffline Data CaptureTechnician Mobile AppMobile app for Android and iOSImage Capture And TaggingImage Capture & Tagging
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Mobile Task Routing and Managementtechnician managementDigital Field Data Capture with Date, Time, and Username StampsImage Grouping By Form Or TagsImage UploadImage upload to standard form questionsBuild & Operate AppCustomer Creation via Mobile AppField Note and Attachment ManagementField Notes with AttachmentsAI Photo AnalysisMobile app image capture during job executionImage Tagging And Job GalleryJob Gallery Image SelectionLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentAdd notes to jobs from mobile app with attachmentsAI Photo Verification
Scheduling & Dispatch11features
DispatchingSchedulingGraphical Job SchedulingWork OrdersTicketingAssignment Managementassignment managementOnline BookingAppointment SchedulingJob Task Creation During SchedulingTask Scheduling/TrackingCreate and Schedule Work OrdersJob Creation & SchedulingAuto Assign Jobs
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Job History AccessJob SearchRecurring Job Scheduling
CRM & Sales10features
CRMCentralized CRMAutomated Customer Touchpoints And SequencesFeedback ManagementCase ManagementTicket managementCentralized Contact Databaseclient databaseContract ManagementContract ManagementLead ManagementLead ManagementContact Record CreationCustomer and Site Data Management
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Interaction HistoryCustomer Job History ViewCase CreationOrganization Field in Service Request Form
Technician Management9features
360 Degree Feedback360 Degree FeedbackChecklistsDigital ChecklistsOnboardingEmployee OnboardingTime TrackingUser profile and time loggedInspection ManagementStaff Attendance Tracking with Selfie, Timestamp, and Geo LocationField agent attendance tracking via mobile appAbsence CalendarVacation & Absence CalendarCheck In/Check Out ProcessJob check-in/check-out
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Team Management
Customer Communication8features
Call Historycontact historyNotificationsAutomated notificationsCustomer Service PortalClient PortalMobile app customer information sectionSMS MessagingSending Text and EmailTeam MessagingTechnician managementAutomated Status UpdatesJob Progression BarHelp Desk And Ticketing
Inventory Management8features
Inventory ManagementParts Inventory ManagementAutomated Reorder NotificationsReorder AutomationBarcode ScanningBarcode ScanningParts DatabaseProduct CatalogPurchase OrdersOrder ManagementShipping ManagementShipping ManagementSupplier ManagementSupplier ManagementWarehouse ManagementWarehouse Management
Invoicing & Payments7features
InvoicingPayment ProcessingAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsEstimate & Invoice CreationInvoice Status TrackingPartially paid invoice statusQuoting And InvoicingQuotes, Invoicing & PaymentsInstant Auto-Generated Invoicing Upon Job CompletionAuto-generate invoices upon job completionRecurring Revenue ManagementRecurring Job Management
Reporting & Analytics6features
AnalyticsData VisualizationReportingMap Based Data VisualizationMap VisualizationReporting ForecastingForecastingFlexible Report Breakdowns by Multiple CriteriaJob Report CustomizationDesign Your Own ReportsJob Report Customization
Accounting Integration5features
Automated PayrollAutomated payroll calculation based on timesheets and service logsBusiness Travel Booking and ManagementTravel ManagementCash and Check RecordingOffline payment recordingAccounting IntegrationAccounts PayableSync of inventory parts and components with accounting software
Compliance & Safety5features
Incident ManagementIncident ManagementBuilt-In SecurityAudit And Inspection SchedulingInspection WorkflowsAudit ManagementMobile app for field data collection and transaction processingData EncryptionBuilt-in Security
Estimating & Quoting3features
Quoting & EstimatesQuotes and Bid ApprovalChange OrdersJob Revision
Fleet & GPS Management3features
GPS TrackingMap ViewGeofencingGeofencingGIS RoutingRouting
Equipment & Asset Management2features
Asset ManagementAsset ManagementRefrigerant Charge And Service History TrackingService history tracking
AI & Automation1feature
Automation RulesCustomizable workflows
Training & Education1feature
Self-Paced Online LearningAsynchronous job submission
Integrations 11 across 5 categories
CRM 4
Freshdesk
Freshdesk
Microsoft Dynamics 365
MS Dynamics
Odoo
Odoo
Salesforce
Salesforce
Accounting 3
FreshBooks
FreshBooks
QuickBooks Online
QuickBooks
Xero
Xero
Payment Processing 2
PayPal
PayPal
Stripe
Stripe
Communication 1
Slack
Slack
Productivity 1
Dropbox
Dropbox
Pricing
- Model
- Freemium
- Starting at
- Free
