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About ServiceReach

Clara AI Deep Dive with Clara AI

The Home Service Platform Built to Help You Book More Jobs—Not Just Manage Them

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Screenshots & Videos

ServiceReach Dashboard in the calendar tab

Pricing

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • Medium Business
  • Small Business
  • Freelancers

API Support

  • Not available

Modes of Support

  • Business Hours, Online

ServiceReach Features

Field Service Management Features

Reporting

Sends instant status reports about the task with customer feedback

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Route Optimization

Determines the cost efficient route to perform the order

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

CRM Features

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.
ServiceReach Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Basic $249.00 $249.00 per user / month

Includes Includes ServiceReach Access, Built-In Dialer, Lead Management, Scheduling & Dispatching, Quotes & Estimates, Invoicing & Payments, Reporting, Call/Text/Email Follow-Up Tools, Business and Consumer Leads, CRM & Job Tracking, Built-In Lead Generation,High-Intent Inbound Calls/Leads, Live Call Answering Service, Unlimited Team Users, iOS & Android Apps,API Lead Vendor Integrations, CRM for Home Service Companies, AI Call Summary, Revenue Desk AI by Mason, Homeowner Opportunity Data.

Start Free Trial

Growth $749.00 $749.00 per user / month

Includes ServiceReach Access, Built-In Dialer, Lead Management, Scheduling & Dispatching, Quotes & Estimates, Invoicing & Payments, Reporting, Call/Text/Email Follow-Up Tools, Business and Consumer Leads, CRM & Job Tracking, Built-In Lead Generation,High-Intent Inbound Calls/Leads, Live Call Answering Service, Unlimited Team Users, iOS & Android Apps,API Lead Vendor Integrations, CRM for Home Service Companies, AI Call Summary, Revenue Desk AI by Mason, Homeowner Opportunity Data, Service Opportunity Data, Service Areas, Basic Lead Scoring.
Start Free Trial

Pro $997.00 $997.00 per user / month

Includes ServiceReach Access, Built-In Dialer, Lead Management, Scheduling & Dispatching, Quotes & Estimates, Invoicing & Payments, Reporting, Call/Text/Email Follow-Up Tools, Business and Consumer Leads, CRM & Job Tracking, Built-In Lead Generation,High-Intent Inbound Calls/Leads, Live Call Answering Service, Unlimited Team Users, iOS & Android Apps,API Lead Vendor Integrations, CRM for Home Service Companies, AI Call Summary, Revenue Desk AI by Mason, Homeowner Opportunity Data, Service Opportunity Data, Service Areas, Basic Lead Scoring, Trigger Scoring.
Start Free Trial

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about ServiceReach Pricing

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ServiceReach Screenshots

ServiceReach Dashboard in the calendar tab

ServiceReach Dash...

ServiceReach FAQs

How is ServiceReach different from Jobber?

Jobber manages your business. ServiceReach manages your business and helps you find customers. We include consumer leads, business leads, aged internet leads, and a built-in dialer. With Jobber, you pay separately for all of that.

What are aged internet leads?

Homeowners who filled out online forms requesting quotes for services like yours—roofing, HVAC, solar, home improvement, etc. They already said "I need this service." You're calling them before your competition does.

Can I use my own leads too?

Yes. Import your existing customer list and manage everything in one place.

Does the dialer work on mobile?

Yes. Call directly from the app. All calls are logged and synced across devices.

How do consumer and business leads work?

Consumer leads are homeowners. Filter by zip code, income, property type, and more. Business leads are commercial properties, property managers, and B2B accounts, over 14 million businesses nationwide. Both include verified contact info ready to call.

Do I need to sign a contract?

No. Month-to-month. Cancel anytime.

What integrations do you have?

QuickBooks, Stripe, Google Calendar, and more.

Can I accept payments on-site?

Yes. Credit cards, ACH, and cash. Payment processing is built-in.

Is there a mobile app?

Yes. iOS and Android. Run your entire business from your phone.

How fast can I get started?

Setup takes about 10 minutes. Import your customers, start prospecting leads, and begin calling the same day.

What if I need help?

We provide onboarding and training. You're not thrown into a platform and told to figure it out. We make sure you know how to use the leads, dialer, and CRM so you're booking jobs immediately.

Can I track my crew's location?

Yes. GPS tracking shows you where your team is in real-time.

Do you offer recurring job scheduling?

Yes. Set up weekly, monthly, or custom recurring schedules for maintenance contracts.

Can customers book online?

Yes. Customers can request jobs through your online booking page, which syncs directly to your calendar.

How does the quoting process work?

Create estimates using saved templates or build custom quotes. Send via email or text. Track when customers view and accept quotes.

What happens if a lead doesn't answer?

The platform logs the call attempt and reminds you to follow up. You can set automatic follow-up sequences.

Can I send automated appointment reminders?

Yes. Text and email reminders go out automatically before scheduled jobs.

Do you have reporting and analytics?

Yes. Track revenue, job completion rates, quote acceptance, crew performance, and more.

Can multiple users access the account?

Yes. Add team members with different permission levels—admin, dispatcher, crew member, etc.

Is my data secure?

Yes. All data is encrypted and backed up. We follow industry-standard security protocols.

What is ServiceReach used for?

ServiceReach is Field Service Management Software. ServiceReach offers the following functionalities:

  • Reporting
  • Real-time Job Tracking
  • Job Scheduling
  • Billing and Invoicing

Learn more about ServiceReach features.

What are the top alternatives for ServiceReach?

Here`s a list of the best alternatives for ServiceReach:

Does ServiceReach provide API?

No, ServiceReach does not provide API.

ServiceReach Contact

Vendor Details

Not available

Contact Details

Not available

https://servicereach.com

Social Media Handles

Not available

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at [email protected]

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