Create a work order

Create a new work order from the work order overview.

Create a work order from the work order overview when you want to start a new job directly.

This is the standard way to add work in the BackOffice.

1

Open Work Orders

Log in to the OutSmart BackOffice.

Go to Work Orders in the left menu.

2

Start a new work order

Click Create work order in the top-right corner.

3

Fill in the required fields

Enter at least the required values, such as the work type and payment method.

Add the customer, dates, and any instructions.

4

Save the work order

Click Save.

The work order is now available for planning and follow-up.

What you can add to a work order

General information

Use the left side to add details such as:

• project, activity, references, and priority
• work type, payment method, and required skills
• duration, deadline, and planning dates

Work order contents

Use the right side to add:

• customer and delivery details
• descriptions, internal notes, and free fields
• forms, employees, items, work periods, and attachments

Some options depend on your license and screen configuration.

Frequently asked questions

Which fields are required?

That depends on your setup.

Work type and payment method are often required.

Can I edit the work order later?

Yes.

You can update the work order before it is completed.

Related topics

• Work Orders
• Scheduler
• Create a work order from a customer
• Create a work order from an object