From signed deal to scheduled job, and the renewal after it
Turn won deals into service contracts, lay recurring visits onto the scheduler, dispatch your teams, confirm the jobs the AI booked, and stay ahead of every renewal. All on the same customer record as the sale.
What is Reach360 Service?
Reach360 Service is the delivery module of Reach360 CRM for businesses that keep working after the sale: maintenance contracts, scheduled visits, service teams and renewals. It converts a won deal into an AMC contract, generates the visits onto a scheduler, lets your team confirm jobs the AI assistant booked on WhatsApp or the website, and tracks every contract to its renewal. Scheduling, teams and contracts are on the Growth plan and above.
One won deal becomes a year of service
Convert a closed deal into a service contract in a click, set how often you will visit, and Reach360 lays the jobs onto the scheduler for you.
- Convert a won deal into a contract with client, value and dates pre-filled, or create one from scratch
- Type, status, service level, start, end and renewal dates, auto-renew flag, value, billing cycle and terms
- Set the visit count and cadence once; planned visits land on the scheduler as jobs tied to the contract
- Completed versus total visits, active value and expiring-soon on the contracts list
- Branded contract PDF export with configurable field visibility
Contracts and AMC agreements, the Scheduler and Service Teams are on the Growth plan and above.
Dispatch the work, track it to done
Five scheduler views, colour-coded teams and jobs tied to the client, site and contract, so everyone knows who is doing what, and when.
- Month, Week, Day, List and Team views; create and assign jobs by site, team, date, priority and status
- Click any job in any view to open its full detail
- Filter jobs by team, status, contract or client
- Colour-coded service teams with a team lead and members; email the crew when a job is assigned
- Jobs link back to the contract and the customer record, with the WhatsApp thread, quotes and visits in one place
The AI takes the booking request. Your team confirms the slot.
A customer asks for a visit on WhatsApp at 9 pm. The assistant collects the service, the location and a preferred time, and the request is waiting on the scheduler in the morning.
- AI-booked jobs arrive in Requested status, never confirmed by the AI on its own
- A structured booking card shows name, service, requested time and contact
- One-click Open chat takes you back to the originating WhatsApp or web conversation
- Confirm the time, assign the team, and the customer record shows the visit alongside the quote
- Works from both the WhatsApp assistant and the website assistant
Renewals that come to you, weeks before they lapse
For maintenance, pest-control and facilities companies the annual contract is the business. Reach360 surfaces every renewal early and puts it in front of a person.
- Expiring-soon list on contracts, with active value and active clients
- A contact's Next Follow-up Date creates a high-priority renewal task 30 days ahead, automatically
- Overdue tasks show as a red badge on My Tasks from every screen
- Tasks with type, agenda, due date, priority and status, linked to the contact, with optional Google Calendar sync
- The Copilot morning brief lists contracts and deals at risk, each line linked to the record
See the workload by team, on live data
Jobs by team, hours by team, monthly hours and recent jobs, so you can see who is stretched and what was delivered this month without a spreadsheet.
- Jobs by team and hours by team for the selected period
- Monthly hours trend and recent jobs list
- Service teams overview: leads, members and current assignments
- Every number comes from your own jobs and contracts, no sample data
The Service Dashboard is on the Premium plan.
How it works
From a won deal to the renewal
One customer record carries the sale, the contract, every visit and the renewal that follows.
Deal is won
The customer pays the quote or the deal is marked Closed Won. The contact becomes a Customer.
Convert to a contract
Client, value and dates pre-filled. Set the visit cadence and publish.
Visits run on the scheduler
Each planned visit is a job assigned to a team. AI booking requests join the same calendar.
Renew on time
Expiring-soon flags, a renewal task 30 days ahead and the morning brief. A person renews it.
Run service operations end to end
The rest of the service toolkit
For teams that deliver after the sale.
Service teams
Team lead and members, colours on the calendar; filter jobs by team, status, contract or client.
Jobs by site
Every job carries the site, the client and the contract it belongs to, so the crew knows where and why.
Tasks & activities
Due dates, priorities and status, an overdue badge on every screen, optional Google Calendar sync. Every plan.
Contract PDFs
Branded export with configurable field visibility, ready to send to the client.
Product catalog
Services and parts with SKU, UOM and price that feed straight into quotes. Every plan.
One customer record
The WhatsApp thread, quotes, contract, visits and renewal task all sit on the same contact.
What needs which plan
Included in your plan
| Capability | Starter | Growth | Premium |
|---|---|---|---|
| Tasks and activities, Google Calendar sync | Included | Included | Included |
| Product catalog | Included | Included | Included |
| Scheduler: Month, Week, Day, List and Team views | — | Included | Included |
| Service teams and job assignment | — | Included | Included |
| Contracts and AMC agreements, recurring visits, renewals | — | Included | Included |
| AI booking requests from WhatsApp and web chat | — | Included | Included |
| Service Dashboard: jobs and hours by team | — | — | Included |
Every plan starts with a 14-day free trial, no card needed. Full table on the pricing page.
Who it is for
Built for companies that sell a contract, then deliver it every month
The service module is the same for every trade. These guides show how recurring-service businesses use it.
HVAC & AC maintenance
AMC visits on the scheduler, teams by area, renewals before the summer rush.
Read morePest control
Quarterly treatments, AI-booked callouts, contracts that renew on time.
Read moreRecurring service
How the deal, the contract and the visits connect for any maintenance business.
Read moreFrequently asked questions
What is included in Reach360 Service?
A scheduler with Month, Week, Day, List and Team views, jobs linked to the client, site, contract and team, service teams with a lead and members, contracts and AMC agreements that convert from won deals and generate recurring visits, renewal tracking with automatic follow-up tasks, tasks with optional Google Calendar sync, and a Service Dashboard with jobs and hours by team.
Which plan do I need for scheduling and contracts?
The Scheduler, Service Teams and Contracts and AMC agreements are on the Growth plan and above. Tasks and the product catalog are on every plan. The Service Dashboard, jobs and hours by team, is on Premium.
Can customers book a visit through the AI assistant?
Yes, on Growth and Premium. When a customer asks for a visit on WhatsApp or in the website chat, the AI collects the service, location and preferred time and creates a job in Requested status. Your team sees a booking card with a one-click Open chat back to the conversation and confirms the slot. The AI never promises a time on its own.
How do recurring AMC visits work?
Convert a won deal into a contract with the client, value and dates pre-filled, set how many visits and how often, and publish. Reach360 lays the planned visits onto the scheduler as jobs tied to the contract, tracks completed against total visits, and shows active value and expiring-soon contracts on the contracts list.
How does Reach360 stop a renewal from lapsing?
Each contract has renewal dates and an auto-renew flag, the contracts list has an expiring-soon view, and a contact's Next Follow-up Date creates a high-priority renewal task 30 days ahead automatically. The Copilot morning brief lists contracts at risk. A person still renews the contract; nothing is renewed or billed automatically.
Does Reach360 do field-service ticketing or invoicing?
No. Reach360 Service covers scheduling, dispatch by team, contract visits and renewals, and quotes are paid through Stripe pay links. It does not include a ticketing desk, technician mobile check-in, e-signature or recurring billing.
Turn every job into recurring revenue
Start free, convert a deal into a contract, and watch the visits schedule themselves. Or book the free 20-minute setup call and we set it up with you.
14-day free trial · cancel anytime