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Description

ReachOut Suite, a cloud-based field service management software that allows service companies to coordinate and optimize their entire field operations, is available for free. ReachOut is easy to use and has many features that allow field service technicians and managers to do their jobs more efficiently and faster. Smart mobile-optimized forms make it easy to digitize field service operations. For audits or inspections, you can quickly and accurately gather data. ReachOut makes it easy to record customer requests and send technicians the shortest routes. You can track progress in real time, track the progress of work, generate professional-looking invoices right away, and more.

Description

Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Infince Yes 
Integry Yes 
QuickBooks Online Advanced No 
Xero Yes 
ZoomInfo Talent Yes 

Integrations

QuickBooks Online Yes 
Infince No 
Integry No 
QuickBooks Online Advanced Yes 
Xero No 
ZoomInfo Talent No 

Pricing Details

$12.00/month/user
Pricing starts from $12
Free Trial No 
Free Version No 

Pricing Details

One-time onboarding fee
Ongoing subscription per user
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Fingent

Founded

2003

Country

United States

Website

reachoutsuite.com

Vendor Details

Company Name

Service365 Inc.

Founded

2019

Country

Canada

Website

service365.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync No 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking No 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management No 

Audit

Alerts / Notifications Yes 
Audit Planning Yes 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management Yes 
Issue Management Yes 
Mobile Access Yes 
Multi-Year Planning No 
Risk Assessment Yes 
Workflow Management No 

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management Yes 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback Yes 
Version Control No 
Workflow / Process Automation Yes 

Electrical Estimating

Billing & Invoicing Yes 
Change Orders Yes 
Cost Database No 
Project Management No 
Quotes / Proposals Yes 
Takeoff No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Home Inspection

Billing & Invoicing Yes 
Color Codes / Icons No 
Comment Library No 
Commercial Inspections Yes 
Credit Card Processing No 
Photo Editing Yes 
Repair Estimates Yes 
Report Summary Yes 
Residential Inspections No 
Sketching No 
Templates Yes 
Video No 
Voice Notes No 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Inspection

Appointment Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Photos In Reports Yes 
Print on Site No 
Report Templates Yes 
Speech Recognition No 
Subcontractor Management No 

Landscape Management

Billing & Invoicing Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Groundskeeping No 
Inventory Control Yes 
Irrigation Tracking Yes 
Job Management Yes 
Landscape Design No 
Mobile Access Yes 
Payroll Management No 
Plant Database No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling & Appointments Yes 
Work Order Management Yes 

Lawn Care

Billing & Invoicing Yes 
Contract Management No 
Customer Management Yes 
Employee Management Yes 
Equipment Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service Dispatch Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History Yes 
Dispatch Management Yes 
Fleet Management Yes 
Inventory Control Yes 
Mobile Access Yes 
Pest Activity Tracking Yes 
Pesticide Usage Tracking Yes 
Property Layouts No 
Quotes / Estimates Yes 
Scheduling Yes 

Pool Service

Billing & Invoicing Yes 
Chemical Readings No 
Customer Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Work Order Management Yes 

Security System Installer

Billing & Invoicing Yes 
Customer Management Yes 
Document Imaging No 
Inventory Management Yes 
Job Costing No 
Lead Management No 
Quotes / Estimates Yes 
Scheduling Yes 
Work Order Management Yes 

Survey

Custom Survey URLs No 
Data Analysis Tools Yes 
Email Marketing Yes 
Mobile Survey Yes 
Offline Response Collection No 
Paper Survey No 
Question Branching Yes 
Question Library No 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance No 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Product Features

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

Electrical Estimating

Billing & Invoicing Yes 
Change Orders Yes 
Cost Database No 
Project Management Yes 
Quotes / Proposals Yes 
Takeoff No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management Yes 

HVAC Estimating

Billing & Invoicing Yes 
Commercial/Industrial No 
Cost Database No 
Data Import / Export No 
Equipment Maintenance No 
Financing Management No 
Labor Rates Yes 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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