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What is ServiceForms?

Improve the effectiveness of extensive extinguisher and alarm inspection operations through the integration of barcode or QR code scanning technology. When discovering any compliance issues, it is crucial to accurately document the deficiencies noted during inspections. Customize your compliance reports for the Authority Having Jurisdiction (AHJ) by incorporating visual elements such as graphs, charts, or photographs. Efficiently identify equipment using barcode or QR codes to facilitate the inspection process. Create detailed task lists specific to each type of service rendered. Comply with EPA guidelines by meticulously reporting refrigerant usage. Implement screening protocols for employees to assess COVID-19 symptoms. It is imperative that technicians use the appropriate forms for their tasks and submit them with all required information. Ensure that compliance is verified, and promptly address any inconsistencies when data is automatically uploaded to ServiceTrade. Produce tailored, professional reports for clients and regulatory bodies like the AHJ and EPA to effectively demonstrate compliance. Equip technicians with efficiency enhancements by auto-populating routine information from ServiceTrade, so they only need to enter new data. To ensure thoroughness, establish mandatory fields that notify technicians if any information is missing, thus enhancing accuracy in reporting. This thorough approach not only streamlines workflow but also significantly strengthens compliance measures across all operations. Furthermore, continuous training and feedback will help maintain high standards in inspection processes.

What is ReachOut Suite?

ReachOut Suite is a free cloud-based software designed for field service management, enabling service companies to effectively coordinate and enhance their field operations. This user-friendly platform boasts numerous features that help technicians and managers perform their tasks more swiftly and efficiently. With smart mobile-optimized forms, digitizing field service operations becomes a seamless process. For audits or inspections, data collection is both quick and precise. Additionally, ReachOut simplifies the recording of customer requests and provides technicians with the most efficient routes to their destinations. Users can monitor progress in real time, oversee the status of work, generate professional invoices instantly, and much more, ensuring that every aspect of field service management is streamlined for success. Overall, this comprehensive solution empowers teams to elevate their service delivery to new heights.

Media

Media

Integrations Supported

QuickBooks Online
Asana
Dropbox
Facebook
Google Calendar
Google Drive
HubSpot CRM
Pipedrive
Sage Intacct
Salesforce
ServiceTrade
Slack
Trello
X (Twitter)
YouTube

Integrations Supported

QuickBooks Online
Infince
Integry
Xero

API Availability

API Availability

Has API

Pricing Information

$79 per month

Pricing Information

$9/user/month
Free (basic): $0/user/month (Forever free) - Get the essential service operations done.
Standard: $9/user/month; Perfect for small, growing businesses
Premium* (our pick): $15 per user/month - Best value and unlocks advanced features.
Ultimate: $25/user/month - The ultimate end-to-end ReachOut experience
Enterprise: Contact vendor

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ServiceTrade

Date Founded

2012

Company Location

United States

Company Website

servicetrade.com/serviceforms/

Company Facts

Organization Name

Fingent

Date Founded

2003

Company Location

United States

Company Website

reachoutsuite.com

Categories and Features

Forms Automation

Not specified

Inspection

Not specified

Categories and Features

Appliance Repair

Not specified

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Client Database
Mobile Access
Multi-Location
Online Payments
Recurring Appointments

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Risk Assessment

Compliance

Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
Incident Management
Risk Management
Surveys & Feedback
Workflow / Process Automation

Electrical Estimating

Billing & Invoicing
Change Orders
Quotes / Proposals

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Fire Inspection

Not specified

Home Inspection

Billing & Invoicing
Commercial Inspections
Photo Editing
Repair Estimates
Report Summary
Templates

HVAC

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

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Report Templates

Landscape Management

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Irrigation Tracking
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Lawn Care

Billing & Invoicing
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Quotes / Estimates
Scheduling

Pool Service

Billing & Invoicing
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Security System Installer

Billing & Invoicing
Customer Management
Inventory Management
Quotes / Estimates
Scheduling
Work Order Management

Snow Removal

Not specified

Survey

Data Analysis Tools
Email Marketing
Mobile Survey
Question Branching
Skip Logic

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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