Introduction to BackOffice

Understand what the BackOffice is, who uses it, and how the main modules fit together.

The BackOffice is the central workspace for managing daily operations in OutSmart.

It brings planning, customer data, work, billing, and configuration together in one place.

What you do in the BackOffice

• manage customers and related data
• create and plan work orders
• configure users, roles, and settings

How the BackOffice fits your process

Office teams use the BackOffice to prepare and follow work.

Field employees use the mobile app to execute that work with the latest data.

Changes in one place stay visible across the process.

Who uses the BackOffice

The BackOffice is often used by:

• planners
• administrators
• managers

Employees in the field mainly work in the app.

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

Frequently asked questions

Do I need to install the BackOffice?

No.

The BackOffice runs in your web browser.

Can multiple teams use the same BackOffice?

Yes.

Users work with the same live data based on their permissions.

Can field employees also use the BackOffice?

Yes.

That depends on their role and permissions.

Related topics

• BackOffice
• Dashboards