> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/backoffice.md).

# BackOffice

- [BackOffice](https://knowledge.out-smart.com/backoffice/backoffice.md): Understand the main BackOffice modules and where to start.
- [Introduction to BackOffice](https://knowledge.out-smart.com/backoffice/backoffice/introduction-to-backoffice.md): Understand what the BackOffice is, who uses it, and how the main modules fit together.
- [Calculations](https://knowledge.out-smart.com/backoffice/backoffice/calculations.md): Build cost calculations, control your margin, and turn them into quotations.
- [What are Calculations?](https://knowledge.out-smart.com/backoffice/backoffice/calculations/what-are-calculations.md): Understand how calculations work in OutSmart and what the module includes.
- [Create a calculation](https://knowledge.out-smart.com/backoffice/backoffice/calculations/create-a-calculation.md): Build a calculation with materials, hours, and a target margin.
- [Understand margin versus markup](https://knowledge.out-smart.com/backoffice/backoffice/calculations/understand-margin-versus-markup.md): Learn the difference between margin and markup and how OutSmart calculates them.
- [Set margin goals and colors](https://knowledge.out-smart.com/backoffice/backoffice/calculations/set-margin-goals-and-colors.md): Set your default margin and the color thresholds for margin goals.
- [Export a calculation to a quotation](https://knowledge.out-smart.com/backoffice/backoffice/calculations/export-a-calculation-to-a-quotation.md): Turn a finished calculation into a new or existing quotation.
- [Contracts](https://knowledge.out-smart.com/backoffice/backoffice/contracts.md): Manage service agreements and generate recurring work orders from the BackOffice.
- [What are Contracts?](https://knowledge.out-smart.com/backoffice/backoffice/contracts/what-are-contracts.md): Understand what contracts do in the BackOffice and how they generate work orders.
- [Create a contract](https://knowledge.out-smart.com/backoffice/backoffice/contracts/create-a-contract.md): Create a contract with the right type, dates, terms, and work order setup.
- [Understand contract types](https://knowledge.out-smart.com/backoffice/backoffice/contracts/understand-contract-types.md): Learn when to use preventive, corrective, or yearly-order contract types.
- [Create contract terms](https://knowledge.out-smart.com/backoffice/backoffice/contracts/create-contract-terms.md): Set reusable contract duration and renewal behavior before creating contracts.
- [Configure the recurring schedule](https://knowledge.out-smart.com/backoffice/backoffice/contracts/configure-the-recurring-schedule.md): Set when preventive contracts should generate work orders.
- [Understand contract work order generation](https://knowledge.out-smart.com/backoffice/backoffice/contracts/understand-contract-work-order-generation.md): See how OutSmart turns contract timing into generated work orders.
- [Set days in advance](https://knowledge.out-smart.com/backoffice/backoffice/contracts/set-days-in-advance.md): Control how long before the scheduled date a contract work order should be created.
- [Manage contracts](https://knowledge.out-smart.com/backoffice/backoffice/contracts/manage-contracts.md): Edit, restart, terminate, or delete contracts and keep future generation aligned.
- [Use SLA policies with contracts](https://knowledge.out-smart.com/backoffice/backoffice/contracts/use-sla-policies-with-contracts.md): Apply SLA policies to corrective contracts to manage response and resolution expectations.
- [Set contract cancellation reasons](https://knowledge.out-smart.com/backoffice/backoffice/contracts/set-contract-cancellation-reasons.md): Create reusable cancellation reasons to track why contracts are terminated.
- [Import contracts](https://knowledge.out-smart.com/backoffice/backoffice/contracts/import-contracts.md): Import contracts in bulk when you migrate data or set up many agreements at once.
- [Understand contract status](https://knowledge.out-smart.com/backoffice/backoffice/contracts/understand-contract-status.md): See how start dates, end dates, and termination affect whether a contract is active.
- [Link contracts to objects](https://knowledge.out-smart.com/backoffice/backoffice/contracts/link-contracts-to-objects.md): Connect contracts to objects so recurring work stays tied to the right installation or asset.
- [Link contracts to projects](https://knowledge.out-smart.com/backoffice/backoffice/contracts/link-contracts-to-projects.md): Connect contracts to project context when agreement work belongs inside a wider project flow.
- [View the contract schedule](https://knowledge.out-smart.com/backoffice/backoffice/contracts/view-the-contract-schedule.md): Review planned contract dates and generated work order timing.
- [Configure contract parameters](https://knowledge.out-smart.com/backoffice/backoffice/contracts/configure-contract-parameters.md): Review the main contract fields and settings that shape generation and behavior.
- [Use contract free fields](https://knowledge.out-smart.com/backoffice/backoffice/contracts/use-contract-free-fields.md): Store extra contract data with reusable free fields.
- [Track contract budgets](https://knowledge.out-smart.com/backoffice/backoffice/contracts/track-contract-budgets.md): Use budgets to monitor the financial scope of a contract.
- [Delete a generated contract work order safely](https://knowledge.out-smart.com/backoffice/backoffice/contracts/delete-a-generated-contract-work-order-safely.md): Remove a generated contract work order carefully without breaking the wider contract flow.
- [Understand restarting versus renewing contracts](https://knowledge.out-smart.com/backoffice/backoffice/contracts/understand-restarting-versus-renewing-contracts.md): Learn the difference between manual restart and automatic renewal in contract management.
- [Use order per object](https://knowledge.out-smart.com/backoffice/backoffice/contracts/use-order-per-object.md): Generate separate contract work orders per linked object when your service flow needs object-level work.
- [Troubleshoot why a contract did not generate work orders](https://knowledge.out-smart.com/backoffice/backoffice/contracts/troubleshoot-why-a-contract-did-not-generate-work-orders.md): Check the most common reasons a contract does not create the expected work orders.
- [Customers](https://knowledge.out-smart.com/backoffice/backoffice/customers.md): Manage customer cards, addresses, contacts, and status in the BackOffice.
- [View a customer card](https://knowledge.out-smart.com/backoffice/backoffice/customers/view-a-customer-card.md): Open a customer card and review the available tabs.
- [Create a customer](https://knowledge.out-smart.com/backoffice/backoffice/customers/create-a-customer.md): Add a new customer in the BackOffice.
- [Add an address to a customer](https://knowledge.out-smart.com/backoffice/backoffice/customers/add-an-address-to-a-customer.md): Add a work or site address to an existing customer.
- [Add a contact person](https://knowledge.out-smart.com/backoffice/backoffice/customers/add-a-contact-person.md): Add a contact person to an existing customer.
- [Make a customer inactive](https://knowledge.out-smart.com/backoffice/backoffice/customers/make-a-customer-inactive.md): Stop showing a customer in active lists without deleting the record.
- [Change the debtor number](https://knowledge.out-smart.com/backoffice/backoffice/customers/change-the-debtor-number.md): Update a customer's debtor number carefully in the BackOffice.
- [Dashboards](https://knowledge.out-smart.com/backoffice/backoffice/dashboards.md): Create focused dashboards, add widgets, and control who can see them.
- [What are Dashboards?](https://knowledge.out-smart.com/backoffice/backoffice/dashboards/what-are-dashboards.md): Understand what dashboards show, when to use them, and why extra dashboards help you stay focused.
- [Create an additional dashboard](https://knowledge.out-smart.com/backoffice/backoffice/dashboards/create-an-additional-dashboard.md): Create a new dashboard, choose a template, and start adding widgets.
- [Add and customize dashboard widgets](https://knowledge.out-smart.com/backoffice/backoffice/dashboards/add-and-customize-dashboard-widgets.md): Add widgets, move and resize them, and filter what they show.
- [Control who can see a dashboard](https://knowledge.out-smart.com/backoffice/backoffice/dashboards/control-who-can-see-a-dashboard.md): Restrict dashboard visibility to selected groups.
- [Invoices](https://knowledge.out-smart.com/backoffice/backoffice/invoices.md): Create, send, configure, and follow invoices from the BackOffice.
- [What are Invoices?](https://knowledge.out-smart.com/backoffice/backoffice/invoices/what-are-invoices.md): Understand how invoices work in OutSmart and what the invoice module includes.
- [Create an invoice](https://knowledge.out-smart.com/backoffice/backoffice/invoices/create-an-invoice.md): Create standalone invoices or generate them from work orders and quotations.
- [Credit an invoice](https://knowledge.out-smart.com/backoffice/backoffice/invoices/credit-an-invoice.md): Create a credit invoice for a sent invoice and finalize it correctly.
- [Create an invoice scheme](https://knowledge.out-smart.com/backoffice/backoffice/invoices/create-an-invoice-scheme.md): Set the layout, template, reminders, and defaults an invoice should use.
- [Create an invoice layout](https://knowledge.out-smart.com/backoffice/backoffice/invoices/create-an-invoice-layout.md): Control what the invoice PDF shows and how it looks.
- [Create an invoice email template](https://knowledge.out-smart.com/backoffice/backoffice/invoices/create-an-invoice-email-template.md): Create invoice email templates and link them to the right scheme.
- [Register a transaction on an invoice](https://knowledge.out-smart.com/backoffice/backoffice/invoices/register-a-transaction-on-an-invoice.md): Manually register a payment so the open balance updates.
- [Add a transaction type](https://knowledge.out-smart.com/backoffice/backoffice/invoices/add-a-transaction-type.md): Create custom payment types for manual transaction registration.
- [Configure the invoice overview](https://knowledge.out-smart.com/backoffice/backoffice/invoices/configure-the-invoice-overview.md): Choose which columns appear in the invoice list.
- [Change invoice numbering](https://knowledge.out-smart.com/backoffice/backoffice/invoices/change-invoice-numbering.md): Reset draft or formal numbering and keep numbers unique.
- [Set payment terms in an invoice scheme](https://knowledge.out-smart.com/backoffice/backoffice/invoices/set-payment-terms-in-an-invoice-scheme.md): Set invoice expiry days and status updates per scheme.
- [Show item notes on an invoice](https://knowledge.out-smart.com/backoffice/backoffice/invoices/show-item-notes-on-an-invoice.md): Show item notes as separate lines on the invoice PDF.
- [Add attachments, work orders, and forms to invoices](https://knowledge.out-smart.com/backoffice/backoffice/invoices/add-attachments-work-orders-and-forms-to-invoices.md): Include extra files and work order output with invoice documents.
- [Change invoice status colors](https://knowledge.out-smart.com/backoffice/backoffice/invoices/change-invoice-status-colors.md): Set custom colors for invoice statuses in the BackOffice.
- [View the invoice communication log](https://knowledge.out-smart.com/backoffice/backoffice/invoices/view-the-invoice-communication-log.md): Find invoice emails and reminders in the notification log.
- [Items and Materials](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials.md): Create, organize, and use your item catalog across work orders, quotations, and invoices.
- [Introduction to Items and Materials](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/introduction-to-items-and-materials.md): Understand what Items and Materials are, where you use them, and why the catalog saves time.
- [Create an item](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/create-an-item.md): Add a new item to your catalog with the required fields and the most useful optional settings.
- [Understand item fields and options](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/understand-item-fields-and-options.md): Review the required and optional fields you can use when you create or edit an item.
- [Use item codes](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-item-codes.md): Learn how item codes work, when to change them, and what to avoid.
- [Add item translations](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/add-item-translations.md): Show item descriptions in the customer's language on quotations, invoices, and work orders.
- [Use item categories](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-item-categories.md): Organize items into categories so employees can find the right products faster.
- [Use sub-items and parent items](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-sub-items-and-parent-items.md): Link related items so you can add supporting materials together with the main item.
- [Add items to work orders](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/add-items-to-work-orders.md): Use catalog items on work orders so descriptions, prices, and other details fill in faster.
- [Add items to quotations and invoices](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/add-items-to-quotations-and-invoices.md): Reuse catalog items in quotations and invoices so lines stay faster and more accurate.
- [Use price management for items](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-price-management-for-items.md): Set customer-specific or project-specific prices for items and hour types.
- [Import items from Excel](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/import-items-from-excel.md): Import many items at once when you already have a product list outside OutSmart.
- [Manage item images](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/manage-item-images.md): Add images to items so quotations and invoices can show the right product visual.
- [Control item visibility and billing](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/control-item-visibility-and-billing.md): Decide whether items appear on customer documents and whether they count toward invoicing.
- [Use barcodes and EAN codes](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-barcodes-and-ean-codes.md): Add scannable item codes so employees can find the right item faster in the field.
- [Use item notes and descriptions](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-item-notes-and-descriptions.md): Add extra item text and decide how it should appear on work order, quotation, and invoice PDFs.
- [Use VAT codes for items](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-vat-codes-for-items.md): Apply the correct VAT code to each item so quotations and invoices calculate tax correctly.
- [Use free fields for items](https://knowledge.out-smart.com/backoffice/backoffice/items-and-materials/use-free-fields-for-items.md): Store extra item data with custom fields when the standard item fields are not enough.
- [License Manager](https://knowledge.out-smart.com/backoffice/backoffice/license-manager.md): Manage licenses, add-ons, invoices, contracts, and subscription changes from the BackOffice.
- [What is License Manager?](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/what-is-license-manager.md): Understand what License Manager is, where to open it, and what you manage there.
- [Buy licenses and activate an employee](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/buy-licenses-and-activate-an-employee.md): Order extra licenses and activate the employee who will use them.
- [What is a Day pass?](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/what-is-a-day-pass.md): Understand when Day pass fits, how it is charged, and how to order bundles.
- [Order SMS credits](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/order-sms-credits.md): Buy SMS credit bundles so OutSmart can send text message notifications.
- [Order implementation or consultancy](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/order-implementation-or-consultancy.md): Order implementation plans or consultancy sessions from the License Manager.
- [Find OutSmart invoices](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/find-outsmart-invoices.md): Open the invoice overview in the License Manager and download your invoices.
- [Find your OutSmart contract](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/find-your-outsmart-contract.md): Download the current contract or review previous contracts in the License Manager.
- [Cancel OutSmart](https://knowledge.out-smart.com/backoffice/backoffice/license-manager/cancel-outsmart.md): Cancel your OutSmart subscription by email and check the notice period first.
- [Menu Items](https://knowledge.out-smart.com/backoffice/backoffice/menu-items.md): Add custom shortcuts to the BackOffice side menu for faster navigation.
- [What are Menu Items?](https://knowledge.out-smart.com/backoffice/backoffice/menu-items/what-are-menu-items.md): Understand what Menu Items are and when to use them in the BackOffice.
- [Create a menu item](https://knowledge.out-smart.com/backoffice/backoffice/menu-items/create-a-menu-item.md): Add a custom shortcut to an internal page or external website in the left menu.
- [Manage menu item order and visibility](https://knowledge.out-smart.com/backoffice/backoffice/menu-items/manage-menu-item-order-and-visibility.md): Change the position, activate or deactivate a Menu Item, and keep the custom menu clear.
- [Objects](https://knowledge.out-smart.com/backoffice/backoffice/objects.md): Manage customer assets in the BackOffice and use them across work orders, forms, and the mobile app.
- [What are Objects?](https://knowledge.out-smart.com/backoffice/backoffice/objects/what-are-objects.md): Understand what objects are, when to use them, and what data they can store.
- [Create objects](https://knowledge.out-smart.com/backoffice/backoffice/objects/create-objects.md): Create new objects from the object overview, a work order, or the mobile app.
- [Use object templates](https://knowledge.out-smart.com/backoffice/backoffice/objects/use-object-templates.md): Create reusable object templates to speed up object creation and keep data consistent.
- [Manage object parts](https://knowledge.out-smart.com/backoffice/backoffice/objects/manage-object-parts.md): Add parts to an object so your team can track installed components and materials.
- [Configure object free fields](https://knowledge.out-smart.com/backoffice/backoffice/objects/configure-object-free-fields.md): Add custom fields to objects when the standard fields are not enough.
- [Add objects to work orders](https://knowledge.out-smart.com/backoffice/backoffice/objects/add-objects-to-work-orders.md): Link existing objects to a work order so technicians see the right asset information.
- [Add objects to forms](https://knowledge.out-smart.com/backoffice/backoffice/objects/add-objects-to-forms.md): Link an object to a form so the form result stays attached to the right asset.
- [Show objects on work order PDFs](https://knowledge.out-smart.com/backoffice/backoffice/objects/show-objects-on-work-order-pdfs.md): Display linked objects on work order PDFs so customers and technicians see the worked-on assets.
- [Change an object code](https://knowledge.out-smart.com/backoffice/backoffice/objects/change-an-object-code.md): Change an existing object code carefully when a correction is really necessary.
- [Generate object QR codes](https://knowledge.out-smart.com/backoffice/backoffice/objects/generate-object-qr-codes.md): Generate a QR code for an object so technicians can find it faster in the field.
- [Import objects from Excel](https://knowledge.out-smart.com/backoffice/backoffice/objects/import-objects-from-excel.md): Import many objects at once when you already have object data outside OutSmart.
- [Projects](https://knowledge.out-smart.com/backoffice/backoffice/projects.md)
- [Set up projects](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects.md): Create projects, configure statuses and activities, and adapt the project setup to your process.
- [What is Projects?](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/what-is-projects.md): Understand what Projects does, when to use it, and how it fits with work orders.
- [Create a project](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/create-a-project.md): Create a new project and fill in the main project details.
- [Understand project fields and options](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/understand-project-fields-and-options.md): Review the main fields you can use when you create or edit a project.
- [Set up project statuses and colors](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/set-up-project-statuses-and-colors.md): Create project statuses and assign colors so projects are easier to scan.
- [Use project activities](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/use-project-activities.md): Break a project into phases so you can track progress more clearly.
- [Use project templates](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/use-project-templates.md): Reuse a standard project structure when you create similar projects often.
- [Use project skills and requirements](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/use-project-skills-and-requirements.md): Use skills on projects and activities so planners can match the right employees.
- [Use free fields for projects](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/use-free-fields-for-projects.md): Add custom project fields when the standard project fields are not enough.
- [Show project information on work order PDFs](https://knowledge.out-smart.com/backoffice/backoffice/projects/set-up-projects/show-project-information-on-work-order-pdfs.md): Show project number, name, and external code on work order PDFs.
- [Plan and track projects](https://knowledge.out-smart.com/backoffice/backoffice/projects/plan-and-track-projects.md): Link work orders, monitor hours and budgets, and plan project work.
- [Link work orders to projects](https://knowledge.out-smart.com/backoffice/backoffice/projects/plan-and-track-projects/link-work-orders-to-projects.md): Connect work orders to a project so hours, costs, and progress roll up correctly.
- [Use the Project Planning Board](https://knowledge.out-smart.com/backoffice/backoffice/projects/plan-and-track-projects/use-the-project-planning-board.md): Plan project activities on a timeline and assign employees or resources.
- [Use resources in Project Planning](https://knowledge.out-smart.com/backoffice/backoffice/projects/plan-and-track-projects/use-the-project-planning-board/use-resources-in-project-planning.md): Plan resources for project activities and review their daily availability.
- [Register hours on a project](https://knowledge.out-smart.com/backoffice/backoffice/projects/plan-and-track-projects/register-hours-on-a-project.md): Review project hours and manage their status from the linked project.
- [View the total project overview](https://knowledge.out-smart.com/backoffice/backoffice/projects/plan-and-track-projects/view-the-total-project-overview.md): Review the combined project view for work orders, hours, costs, and related data.
- [Track project budgets and financials](https://knowledge.out-smart.com/backoffice/backoffice/projects/plan-and-track-projects/track-project-budgets-and-financials.md): Compare budgeted hours, costs, and revenue with actual project results.
- [Quotes](https://knowledge.out-smart.com/backoffice/backoffice/quotes.md): Create, send, configure, and follow quotations from the BackOffice.
- [What are Quotes?](https://knowledge.out-smart.com/backoffice/backoffice/quotes/what-are-quotes.md): Understand how quotations work in OutSmart and what the module includes.
- [Create a quotation](https://knowledge.out-smart.com/backoffice/backoffice/quotes/create-a-quotation.md): Create a standalone quotation or generate one from a work order.
- [Convert quotation into work order](https://knowledge.out-smart.com/backoffice/backoffice/quotes/convert-quotation-into-work-order.md): Turn an accepted quotation into a work order and plan it for an employee.
- [Create a quotation layout](https://knowledge.out-smart.com/backoffice/backoffice/quotes/create-a-quotation-layout.md): Control how the quotation PDF looks and what it includes.
- [Create a quotation scheme](https://knowledge.out-smart.com/backoffice/backoffice/quotes/create-a-quotation-scheme.md): Set the layout, template, reminders, and defaults a quotation should use.
- [Create a quotation email template](https://knowledge.out-smart.com/backoffice/backoffice/quotes/create-a-quotation-email-template.md): Create quotation email templates and link them to the right scheme.
- [Change quotation status colors](https://knowledge.out-smart.com/backoffice/backoffice/quotes/change-quotation-status-colors.md): Set custom colors for quotation statuses in the BackOffice.
- [View the quotation communication log](https://knowledge.out-smart.com/backoffice/backoffice/quotes/view-the-quotation-communication-log.md): Find quotation emails and reminders in the notification log.
- [Duplicate or revise a quotation](https://knowledge.out-smart.com/backoffice/backoffice/quotes/duplicate-or-revise-a-quotation.md): Create a copy or a new version of an existing quotation.
- [Generate a quotation PDF](https://knowledge.out-smart.com/backoffice/backoffice/quotes/generate-a-quotation-pdf.md): Create or download the PDF version of a quotation.
- [Use quotation photos (beta)](https://knowledge.out-smart.com/backoffice/backoffice/quotes/use-quotation-photos-beta.md): Add photos to quotations when the beta feature is enabled.
- [Use quotation sections (beta)](https://knowledge.out-smart.com/backoffice/backoffice/quotes/use-quotation-sections-beta.md): Group quotation lines into sections for a clearer quotation structure.
- [Use quotation free fields](https://knowledge.out-smart.com/backoffice/backoffice/quotes/use-quotation-free-fields.md): Add and use custom quotation fields for extra data.
- [Configure quotation parameters](https://knowledge.out-smart.com/backoffice/backoffice/quotes/configure-quotation-parameters.md): Review the main settings that affect quotation behavior.
- [Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler.md): Plan work orders, assign employees, and manage availability.
- [Open the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/open-the-scheduler.md): Open the planning view in the BackOffice.
- [Assign a work order in the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/assign-a-work-order-in-the-scheduler.md): Assign an unplanned work order to an employee.
- [Reschedule a work order](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/reschedule-a-work-order.md): Move a planned work order to a new date or time.
- [Filter the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/filter-the-scheduler.md): Filter employees, groups, resources, and unassigned work orders.
- [Use multi select mode in the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/use-multi-select-mode-in-the-scheduler.md): Select multiple work orders and apply actions at once.
- [Use day parts in scheduling](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/use-day-parts-in-scheduling.md): Create day parts and use them as preferred planning windows on work orders.
- [Set employee availability](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/set-employee-availability.md): Define which days and hours an employee is available for planning.
- [Add a note to the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/add-a-note-to-the-scheduler.md): Add leave, absence, or other planning notes to the Scheduler.
- [Organize employees into groups](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/organize-employees-into-groups.md): Group employees for a clearer planning view.
- [Plan work to a group](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/plan-work-to-a-group.md): Use a group as a placeholder lane to pre-stage work before assigning an employee.
- [Show or hide an employee in the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/show-or-hide-an-employee-in-the-scheduler.md): Control which employees appear on the planning board.
- [Configure Scheduling board settings](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/configure-scheduling-board-settings.md): Change layout, display, interaction, colors, and labels in the Scheduler.
- [Customize work order labels in the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/customize-work-order-labels-in-the-scheduler.md): Choose which fields appear on work orders in the planning board.
- [Set employee colors in the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/set-employee-colors-in-the-scheduler.md): Apply colors to employees so the planning board is easier to scan.
- [Set the non-working hours color](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/set-the-non-working-hours-color.md): Highlight off-days and unavailable time on the planning board.
- [Change the Scheduling Board screen configuration](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/change-the-scheduling-board-screen-configuration.md): Show or hide Scheduler panels and screen elements.
- [Configure the unassigned work orders table](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/configure-the-unassigned-work-orders-table.md): Choose which columns appear in the unassigned work orders overview.
- [Export the Scheduler to a calendar](https://knowledge.out-smart.com/backoffice/backoffice/scheduler/export-the-scheduler-to-a-calendar.md): Subscribe to a personal calendar feed for scheduled work.
- [Settings](https://knowledge.out-smart.com/backoffice/backoffice/settings.md)
- [Forms](https://knowledge.out-smart.com/backoffice/backoffice/settings/forms.md)
- [Automation](https://knowledge.out-smart.com/backoffice/backoffice/settings/automation.md): Set up rules that run actions automatically when events happen.
- [Skills](https://knowledge.out-smart.com/backoffice/backoffice/settings/skills.md): Use skills to control who can do certain work and which hour types they can use.
- [Device policies and settings](https://knowledge.out-smart.com/backoffice/backoffice/settings/device-policies-and-settings.md): Control what field employees can see, edit, and sync in the mobile app.
- [Connect a smartphone or tablet](https://knowledge.out-smart.com/backoffice/backoffice/settings/connect-a-smartphone-or-tablet.md): Connect a field employee device by creating the employee and signing in to the mobile app.
- [Create free fields](https://knowledge.out-smart.com/backoffice/backoffice/settings/create-free-fields.md): Add custom fields to work orders, objects, customers, and other records.
- [Set up a custom email domain](https://knowledge.out-smart.com/backoffice/backoffice/settings/set-up-a-custom-email-domain.md): Send outgoing emails from your own company domain instead of a default OutSmart address.
- [Add or change your company logo](https://knowledge.out-smart.com/backoffice/backoffice/settings/add-or-change-your-company-logo.md): Upload your logo for company settings and document layouts.
- [Set your business hours](https://knowledge.out-smart.com/backoffice/backoffice/settings/set-your-business-hours.md): Define working hours so work order duration matches your actual business schedule.
- [Change your BackOffice language](https://knowledge.out-smart.com/backoffice/backoffice/settings/change-your-backoffice-language.md): Set the BackOffice language for your own user account.
- [Link main contractors and subcontractors](https://knowledge.out-smart.com/backoffice/backoffice/settings/link-main-contractors-and-subcontractors.md): Link OutSmart accounts as main contractor or subcontractor and choose what transfers when you hand off a work order.
- [Users and acces](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces.md): Manage roles, employees, login methods, and account access.
- [Create a role](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/create-a-role.md): Create a role in Roles & Permissions.
- [Add an employee](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/add-an-employee.md): Create a new employee account in the BackOffice.
- [Set a username and password](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/set-a-username-and-password.md): Add or update an employee login with the right sign-in option.
- [Enable SSO for an employee](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/enable-sso-for-an-employee.md): Let an employee sign in with a supported identity provider.
- [Login & Security Troubleshooting](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/login-and-security-troubleshooting.md): Fix common login and security problems: password reset emails not arriving, 2FA issues, being unable to log in to the BackOffice, and login problems after an app update.
- [I never receive the password reset email](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/login-and-security-troubleshooting/i-never-receive-the-password-reset-email.md): For Customer Portal users: what to check when the password reset email never arrives.
- [I keep getting asked for my 2FA code every time](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/login-and-security-troubleshooting/i-keep-getting-asked-for-my-2fa-code-every-time.md): For BackOffice users: what to do when you are asked for your 2FA code repeatedly.
- [I lost my phone and cannot access my 2FA codes](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/login-and-security-troubleshooting/i-lost-my-phone-and-cannot-access-my-2fa-codes.md): For BackOffice users: how to regain access when you have lost the phone with your 2FA codes.
- [I cannot log in to the BackOffice and nothing works](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/login-and-security-troubleshooting/i-cannot-log-in-to-the-backoffice-and-nothing-works.md): For BackOffice users: the first things to try when you cannot log in and nothing seems to work.
- [I cannot log in after a recent app update](https://knowledge.out-smart.com/backoffice/backoffice/users-and-acces/login-and-security-troubleshooting/i-cannot-log-in-after-a-recent-app-update.md): For OutSmart NEXT users: what to do when you cannot log in after a recent app update.
- [Work Orders](https://knowledge.out-smart.com/backoffice/backoffice/work-orders.md): Create, find, manage, and complete work orders from the BackOffice.
- [Create a work order](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/create-a-work-order.md): Create a new work order from the work order overview.
- [Create a work order from the Scheduler](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/create-a-work-order-from-the-scheduler.md): Start a new work order directly from the planning view.
- [Create a work order from a customer](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/create-a-work-order-from-a-customer.md): Start a new work order from the customer card.
- [Create a work order from an object](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/create-a-work-order-from-an-object.md): Start a new work order from an object card.
- [Assign multiple employees to a work order](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/assign-multiple-employees-to-a-work-order.md): Choose between shadow planning and separate work orders for the same job.
- [Plan a work order by group](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/plan-a-work-order-by-group.md): Add all employees from a selected group to one planned job.
- [Create recurring work orders](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/create-recurring-work-orders.md): Generate a series of work orders from one recurring schedule.
- [Use the work order overview](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/use-the-work-order-overview.md): Filter, export, and apply bulk actions to work orders.
- [Search work orders](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/search-work-orders.md): Find work orders with search and filters.
- [Create a merged work order](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/create-a-merged-work-order.md): Combine several work orders into one new work order.
- [Change the customer on a work order](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/change-the-customer-on-a-work-order.md): Update the linked customer or invoice relation on an existing work order.
- [Archive work orders](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/archive-work-orders.md): Move single or multiple work orders to the archive.
- [Restore archived work orders](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/restore-archived-work-orders.md): Return archived work orders to the active work order list.
- [Add automatic documents to work orders](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/add-automatic-documents-to-work-orders.md): Attach documents automatically based on one matching rule.
- [Show totals on a work order](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/show-totals-on-a-work-order.md): Enable the totals section for hours, items, and combined price.
- [Set work order colors](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/set-work-order-colors.md): Show work order status with colors in the Scheduler and list view.
- [Work Orders Troubleshooting](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/work-orders-troubleshooting.md): Find and fix common work order problems, including unexpected error statuses, mobile status changes, and view-only access.
- [A work order shows an error status even though it was processed](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/work-orders-troubleshooting/a-work-order-shows-an-error-status-even-though-it-was-processed.md): An error status on a processed work order is usually an attention flag. Check the Notes on the work order.
- [Opening a work order on mobile keeps changing its status](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/work-orders-troubleshooting/opening-a-work-order-on-mobile-keeps-changing-its-status.md): A past iOS update caused unexpected work order status changes. Update the app and re-sync to clear cached statuses.
- [Let technicians view a work order without edit rights](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/work-orders-troubleshooting/let-technicians-view-a-work-order-without-edit-rights.md): Learn why work order visibility depends on its stage, and how to restrict editing in the mobile app.
- [Troubleshoot missing hours on a work order](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/work-orders-troubleshooting/troubleshoot-missing-hours-on-a-work-order.md): Check hour type and PDF settings when hours do not appear.
- [Understand rescheduled and cancelled work order emails](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/understand-rescheduled-and-cancelled-work-order-emails.md): Understand exactly when OutSmart sends work order rescheduled and cancelled emails, and how to make sure they go out when you expect them to.
- [Configure the work order PDF layout](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/configure-the-work-order-pdf-layout.md): Control which items appear on the work order PDF, their order, and the columns in the hours and materials tables — and understand what is fixed automatically.
- [View the work order communication log](https://knowledge.out-smart.com/backoffice/backoffice/work-orders/view-the-work-order-communication-log.md): Find out when a work order email was sent to a customer.
- [Reports](https://knowledge.out-smart.com/backoffice/backoffice/reports.md): Build, filter, schedule, and export your own reports from OutSmart data using the Reporting module.
- [What is Reports?](https://knowledge.out-smart.com/backoffice/backoffice/reports/what-is-reports.md): Understand what the Reports module does and when to use it.
- [Create a report](https://knowledge.out-smart.com/backoffice/backoffice/reports/create-a-report.md): Build a new report by choosing an entity, columns, criteria, and sorting.
- [Configure report criteria](https://knowledge.out-smart.com/backoffice/backoffice/reports/configure-report-criteria.md): Filter which records appear in a report using rules and AND/OR groups.
- [Choose and arrange report columns](https://knowledge.out-smart.com/backoffice/backoffice/reports/choose-and-arrange-report-columns.md): Add, remove, reorder, and sort the columns shown in a report.
- [Schedule and forward a report](https://knowledge.out-smart.com/backoffice/backoffice/reports/schedule-and-forward-a-report.md): Send a report automatically on a schedule to internal and external receivers.
- [Troubleshoot common Reports issues](https://knowledge.out-smart.com/backoffice/backoffice/reports/troubleshoot-common-reports-issues.md): Solve common problems with report criteria, columns, and output.


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