Service360

Service Management Built for Teams
That Deliver After the Sale

Manage service operations with complete visibility.

From post-sale handover to jobs and renewals — teams, schedules, and performance, all connected to your CRM.

No credit card required • Full access • Cancel anytime

Dashboard

A Central Dashboard for Service Operations

The Service360 dashboard gives managers instant visibility into what's happening across service teams. At a glance, you can see total jobs, today's scheduled jobs, upcoming work, jobs in progress, and completed jobs.

Total jobs across all teams
Today's scheduled jobs
Upcoming work and workload
Jobs in progress
Completed jobs
Filter by time period — today, week, month, or custom ranges
Service DashboardToday's Overview12ScheduledToday8In ProgressActive5CompletedToday3OverdueUrgentUpcoming This Week - March 2024SunMonTueWedThuFriSat34jobs6jobs3jobs5jobs2jobs9Total: 20 jobs scheduled for this week
Service TeamsYour Service TeamsInstallation Team5 members • 12 jobs this weekMaintenance Team8 members • 18 jobs this weekSupport Team6 members • 8 jobs this week+ Create New Team
Team Management

Create and Manage Service Teams

Service360 allows you to structure service operations clearly. Create multiple service teams, assign team members, define team descriptions, and visually distinguish teams using color coding.

Create multiple service teams
Assign team members to each service team
Define team descriptions and identifiers
Visually distinguish teams using color coding
Teams become the foundation for scheduling and performance tracking
Job Scheduling

Schedule Jobs With Precision

The built-in scheduler makes it easy to plan, assign, and manage service work. Create scheduled jobs with title, description, type, priority, status, and site details. Link jobs directly to contacts, companies, deals, and contracts.

Job title and description
Job type (installation, maintenance, repair, etc.)
Priority and status tracking
Site or location details
Assigned service team
Link to contacts, companies, deals, and contracts
Create JobJob TitleInstallation - New HVAC SystemJob TypeInstallationPriorityHighStatusScheduledAssigned TeamInstallation TeamLinked ToContact: Acme Corp • Deal: #2024-001Create Job
Schedule ViewsView OptionsCalendarWeeklyDailyListMarch 2024MonTueWedThuFri45678Jobs on March 5Installation Team: 4 jobs • Maintenance Team: 3 jobsSupport Team: 2 jobs
Scheduling

Flexible Scheduler Views

Service360 adapts to how your team works. View and manage schedules using monthly calendar view, weekly planning view, daily execution view, list view, or team-wise view to balance workloads.

Monthly calendar view for planning
Weekly planning view for team coordination
Daily execution view for operations
List view for operational tracking
Team-wise view to balance workloads
Filters to isolate jobs by team or status
Contracts

Contracts That Connect Sales and Service

Service360 bridges the gap between sales and service. Convert won deals into contracts, create service contracts for customers, define contract terms and durations, and link scheduled jobs directly to contracts.

Convert won deals into contracts
Create service contracts for customers
Define contract terms and durations
Link scheduled jobs directly to contracts
Create a continuous lifecycle from deal closure to ongoing service delivery
Service ContractContract DetailsContract IDSC-2024-001CustomerAcme CorporationService TypeAnnual Maintenance PlanContract PeriodJan 1, 2024 - Dec 31, 2024Linked Jobs• Installation - New HVAC System (Mar 5)• Quarterly Maintenance Check (Jun 15)• Annual Inspection (Dec 1)View All Linked Jobs
Performance AnalyticsTeam Performance This MonthInstallation Team76%Maintenance Team84%Support Team68%Key MetricsJobs Completed: 47 • Avg Completion Time: 2.3 days • On-Time Rate: 92%Total Hours: 184 • Avg Hours per Job: 3.9 • Customer Satisfaction: 4.8/5
Analytics

Track Team Performance Over Time

Service360 provides analytics that help you understand service efficiency. Monitor jobs completed by team, workload distribution, hours worked per team, and monthly performance trends.

Jobs completed by team
Workload distribution across teams
Hours worked per team
Monthly performance trends
On-time completion rates
Customer satisfaction metrics

Built for Growing Service Operations

Whether you manage a small service team or multiple field teams, Service360 gives you clear ownership and accountability, structured scheduling without spreadsheets, full visibility into jobs and contracts, and data-driven insights for smarter decisions.

Clear ownership and accountability

Structured scheduling without spreadsheets

Full visibility into jobs and contracts

Data-driven insights for smarter decisions

Deliver Better Service With Confidence

Service360 helps you stay organized, responsive, and in control of your service operations. From contracts to schedules to team performance, everything works together in one system.

See How Reach360 Fits Your Business

Start using Reach360 today and experience a CRM that brings sales, marketing, and customer service together — without the usual complexity.

No credit card required • Full access • Cancel anytime