BackOffice

Understand the main BackOffice modules and where to start.

The BackOffice is the central workspace for daily work in OutSmart.

Use it to manage customers, plan work, follow progress, and control setup.

What you do in BackOffice

• manage daily operations from one place
• move between core modules like customers, work, and planning
• control access, roles, and account setup

The modules you see depend on your package, enabled features, and permissions.

Start here

• Introduction to BackOffice — understand how the BackOffice fits the full process.
• Dashboards — review key data and monitor work at a glance.
• Reports — build, filter, schedule, and export reports from OutSmart data.
• Work Orders — create, find, and manage the work you do.
• Scheduler — assign work and manage capacity.
• Use the Project Planning Board — plan project activities on a timeline.
• Customers — keep customer data and history together.
• Settings and access — control roles, users, and login methods.

Recommended order

1. Start with Introduction to BackOffice.
2. Use Dashboards to monitor the business.
3. Continue with Work Orders and Scheduler.
4. Use Use the Project Planning Board when you plan by project.
5. Finish with Customers and Settings and access.

Related topics

• OutSmart Packages