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 8.3
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
89 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization22features
Custom API AccessREST APICustom BrandingWhite LabelingCustom FieldsCustom FormsCustom TemplatesJob templatesAnalytics APIAPI Automation for ProcessesAutomated Form Routing Based on Form ValuesAWS Cognito Authentication
Show 14 more
BIM Platform InteroperabilityData Exchange with Testo DataControl PC SoftwareDrag And Drop Form BuilderForm Section and Page BreaksImport and Export DataReal-Time Sync of Field Data and Financial DataAudit TrailActivity log direct job accessDocument ManagementImage grouping by form name or tagsRole-Based Access ControlUser role switching without job impactData ExportForm data exportFlat to Fillable PDF ConversionMulti-Language SupportMultilingual mobile app support (Spanish, Hindi)Single Sign-OnSecret token-based authenticationBlueprint Markup And Annotation
Mobile & Field Tools16features
Offline ModeOffline AccessDigital Field Data Capture with Date, Time, and Username StampsField Note and Attachment ManagementImage Capture And TaggingImage Capture TimestampingImage Grouping By Form Or TagsImage Tagging And Job GalleryImage Upload
Show 8 more
Link Notes And Photos To Customers, Sites, Work Orders, Or EquipmentOffline Mobile Data CollectionTechnician Mobile AppAI Photo AnalysisMobile app image capture during job executionDigital FormsStandard form builder image upload per questionDigital SignaturesElectronic signaturesCustomizable Forms and ContractsAI Photo Verification
Scheduling & Dispatch8features
SchedulingGraphical Job SchedulingDispatchingDispatch ManagementWork OrdersJob progression bar with additional statusesAssignment ManagementAuto Assign JobsJob History AccessJob SearchRecurring Job Scheduling
Customer Communication7features
Automated Status UpdatesCall HistoryCustomer Service PortalNotificationsAutomated notificationsClient PortalMobile app customer information sectionSMS MessagingSending Text and EmailHelp Desk And Ticketing
CRM & Sales7features
CRMCentralized CRMCentralized Contact DatabaseContact Record CreationCustomer and Site Data ManagementMaintenance Agreement ManagerPreventive MaintenanceAutomated Customer Touchpoints And SequencesInteraction History
Invoicing & Payments5features
InvoicingInvoicesPayment ProcessingOnline PaymentsAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsInstant Auto-Generated Invoicing Upon Job CompletionInvoice Status Tracking
Technician Management5features
ChecklistsDigital ChecklistsStaff Attendance Tracking with Selfie, Timestamp, and Geo LocationInspection ManagementField data collection with images and videos for auditsTime TrackingUser profile and time loggedTeam Management
Estimating & Quoting3features
Quoting & EstimatesQuotes & InvoicingQuotes and Bid ApprovalChange OrdersJob Revision
Fleet & GPS Management3features
GPS TrackingMap ViewGIS RoutingRoutingGeofencingGeofencing
Reporting & Analytics3features
ReportingCustom ReportsAnalyticsReporting/AnalyticsFlexible Report Breakdowns by Multiple Criteria
Equipment & Asset Management3features
Equipment TrackingActivity trackingRefrigerant Charge And Service History TrackingAsset ManagementMobile app asset management independent of jobs
Accounting Integration3features
Cash and Check RecordingAccounts PayableSync of inventory parts and components with accounting softwareAccounting IntegrationCustomer and invoice data synchronization with accounting software
Compliance & Safety2features
Audits And ComplianceBuilt-In Security
Inventory Management1feature
Inventory ManagementParts Inventory Management
AI & Automation1feature
Automation RulesUser inactivity marking with task reassignment
Integrations 3 across 2 categories
Accounting 2
QuickBooks Online
QuickBooks
Xero
Xero
Payment Processing 1
Stripe
Stripe
Pricing
- Model
- Freemium
- Starting at
- Free
