Work Orders
Create, find, manage, and complete work orders from the BackOffice.
Work Orders are the core work records in OutSmart.
They connect the customer, the job, the schedule, and the employee doing the work.
Field employees use the app to register hours, materials, photos, forms, files, and objects.
Create and plan work
Create a work order — start a new work order from the overview.
Create a work order from the Scheduler — add work while planning.
Create a work order from a customer — start work from the customer card.
Create a work order from an object — start work from the object card.
Assign multiple employees to a work order — choose shadow planning or separate work orders.
Plan a work order by group — add all members of one group to the same job.
Create recurring work orders — generate a recurring series from one setup.
Find and manage work
Use the work order overview — filter, export, and use bulk actions.
Search work orders — search from the overview, Scheduler, or global search.
Create a merged work order — combine several work orders into one.
Change the customer on a work order — correct the linked customer or invoice relation.
Archive work orders — move work out of the active list.
Restore archived work orders — return archived work to the active list.
Customize and troubleshoot
Add automatic documents to work orders — attach documents by one matching rule.
Show totals on a work order — display hour and item totals.
Set work order colors — show status more clearly in planning.
View the work order communication log — check when work order emails were sent.
Troubleshoot missing hours on a work order — check hour type and PDF settings.
Work Orders Troubleshooting — resolve common processing, status, and access issues.
Link forms to work orders — add standard forms to the right work.
Reschedule a work order — move planned work to a new date or time.
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