# Knowledge Base

## OutSmart Knowledge Base

- [Knowledge Base Overview](https://knowledge.out-smart.com/knowledge-base-overview.md): Understand how this knowledge base is organized and how to use it.
- [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.
- [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.
- [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.
- [General mobile app](https://knowledge.out-smart.com/mobile-app/general-mobile-app.md)
- [What is the OutSmart mobile app?](https://knowledge.out-smart.com/mobile-app/general-mobile-app/what-is-the-outsmart-mobile-app.md): Understand what the mobile app is, what employees can do with it, and how it connects to the BackOffice.
- [Connect a smartphone or tablet](https://knowledge.out-smart.com/mobile-app/general-mobile-app/connect-a-smartphone-or-tablet.md): Connect a field employee device by creating the employee and signing in to the mobile app.
- [Synchronise the mobile app](https://knowledge.out-smart.com/mobile-app/general-mobile-app/synchronise-the-mobile-app.md): Update the app with the latest work orders, settings, and synced data from the BackOffice.
- [Device policies and settings](https://knowledge.out-smart.com/mobile-app/general-mobile-app/device-policies-and-settings.md): Control what employees can see, edit, and send in the mobile app.
- [Paired devices](https://knowledge.out-smart.com/mobile-app/general-mobile-app/paired-devices.md): View connected devices, check app versions, and disconnect devices when needed.
- [Replace or reconnect a mobile device](https://knowledge.out-smart.com/mobile-app/general-mobile-app/replace-or-reconnect-a-mobile-device.md): Move an employee to a new device or reconnect a disconnected device without losing BackOffice data.
- [Complete a work order](https://knowledge.out-smart.com/mobile-app/general-mobile-app/complete-a-work-order.md): Open, register, and send a work order from the app with all required field data.
- [Register hours](https://knowledge.out-smart.com/mobile-app/general-mobile-app/register-hours.md): Register working time and travel time on work orders or as separate entries through Timesheets.
- [Add photos, files, and notes](https://knowledge.out-smart.com/mobile-app/general-mobile-app/add-photos-files-and-notes.md): Attach visual proof, documents, and extra job details to a work order from the app.
- [Use forms](https://knowledge.out-smart.com/mobile-app/general-mobile-app/use-forms.md): Open, complete, and save forms on work orders from the OutSmart app.
- [Collect signatures](https://knowledge.out-smart.com/mobile-app/general-mobile-app/collect-signatures.md): Capture a customer signature on the device and send it with the completed work order.
- [Create a work order](https://knowledge.out-smart.com/mobile-app/general-mobile-app/create-a-work-order.md): Let employees create a new work order from the app when that feature is enabled.
- [Use the map](https://knowledge.out-smart.com/mobile-app/general-mobile-app/use-the-map.md): View nearby customers, objects, and jobs on the map when map features are enabled.
- [Use track and trace in the mobile app](https://knowledge.out-smart.com/mobile-app/general-mobile-app/use-track-and-trace-in-the-mobile-app.md): Understand how location tracking works in the app and which settings control it.
- [Use the mobile app offline](https://knowledge.out-smart.com/mobile-app/general-mobile-app/use-the-mobile-app-offline.md): Understand what still works without internet and when a connection is required again.
- [iOS - OutSmart App](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app.md)
- [Core functionalities](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/core-functionalities.md): Everyday iOS OutSmart App workflows.
- [Creating and viewing a work order](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/core-functionalities/creating-and-viewing-a-work-order.md): Create, open, and review work orders in the iOS OutSmart App.
- [Adding and managing materials and items](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/core-functionalities/adding-and-managing-materials-and-items.md): Add materials through favorites, catalog, warehouses, and manual items.
- [Tracking and managing your time](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/core-functionalities/tracking-and-managing-your-time.md): Register work, travel, expenses, and timesheet entries on iOS.
- [Uploading photos and documents](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/core-functionalities/uploading-photos-and-documents.md): Add photos, files, notes, and documents to a work order on iOS.
- [Completing and submitting a work order](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/core-functionalities/completing-and-submitting-a-work-order.md): Review, complete, and send a work order from the iOS OutSmart App.
- [Module overviews](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews.md): Screen-by-screen reference for the iOS OutSmart App.
- [Overview](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/overview.md): Understand the main dashboard in the iOS OutSmart App.
- [Archive](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/overview/archive.md): View older work orders and tasks from the iOS archive.
- [Map / Ad Hoc](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/overview/map-ad-hoc.md): Use the map to find nearby records and ad hoc work orders on iOS.
- [Work Order](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order.md): Reference for the work order detail screen and its modules.
- [Client Information](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/client-information.md): Review and manage client details from a work order on iOS.
- [Job Details](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/job-details.md): Review the main description, references, and job settings on iOS.
- [Schedule](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/schedule.md): Review and edit appointment details on a work order in the iOS app.
- [Hours](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/hours.md): Register time directly on the work order in the iOS app.
- [Internal Memo](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/internal-memo.md): Add and review internal notes on a work order in the iOS app.
- [Materials](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/materials.md): Add materials from favorites, catalog, warehouses, or manual entry.
- [Material Catalog](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/materials/material-catalog.md): Browse categories, search materials, and scan codes.
- [Warehouses](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/materials/warehouses.md): Pick stock from a warehouse when warehouse use is enabled.
- [New Item (Material)](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/materials/new-item-material.md): Create a new material when free material entry is allowed.
- [Forms](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/forms.md): Add, complete, validate, preview, and import work order forms.
- [Objects](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects.md): View object details, structure, documents, history, and actions.
- [Object Details](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/object-details.md): Review the main object record and edit it when object editing is allowed.
- [Sub-Objects](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/sub-objects.md): Review child objects linked to the current object.
- [Parent Object](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/parent-object.md): View or pick the object above the current object.
- [Warehouse](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/warehouse.md): View or change the object's warehouse when warehouse editing is enabled.
- [Object Status](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/object-status.md): Choose the current status for an object.
- [Object Parts](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/object-parts.md): View parts stored on the current object.
- [Object Documents](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/object-documents.md): Open documents linked to the current object.
- [Object History](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/object-history.md): Review past work and history linked to the object.
- [Objects and Equipments](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/objects/objects-and-equipments.md): Switch between object picking and equipment picking in one flow.
- [Equipments](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/equipments.md): Add, review, and edit equipment used on a work order.
- [Documents](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/work-order/documents.md): Upload local files and import ProHeat documents when available.
- [Clients / Relations](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/clients-relations.md): View client details, addresses, contacts, history, and linked objects.
- [Editing a client](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/clients-relations/editing-a-client.md): Edit client details, addresses, and contact persons when allowed.
- [Client addresses and contacts](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/clients-relations/client-addresses-and-contacts.md): Browse, search, and select client addresses and contact persons.
- [Client history](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/clients-relations/client-history.md): Review customer history and open related work orders, PDFs, or forms.
- [Client assets](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/clients-relations/client-assets.md): Open objects linked to the current client.
- [Settings](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/settings.md): Configure list fields, work periods, photos, and other app settings.
- [App Settings](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/settings/app-settings.md): Choose which fields appear in lists and related app views.
- [Work Period Settings](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/settings/work-period-settings.md): Configure how work periods are created and displayed.
- [Photo Settings](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/settings/photo-settings.md): Control photo date behavior and saving photos to the device library.
- [Other Settings](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/settings/other-settings.md): Configure price visibility, map app, login, and other app behavior.
- [Job Completed Default](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/settings/job-completed-default.md): Choose the default job-completed value used by the signature flow.
- [Timesheets](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/timesheets.md): Register hours, expenses, and travels outside a work order.
- [Timesheet Hours](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/timesheets/timesheet-hours.md): Use the timer or manual entry to create timesheet hour entries.
- [Timesheet Expenses](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/timesheets/timesheet-expenses.md): Register weekly expense entries in timesheets.
- [Timesheet Travels](https://knowledge.out-smart.com/mobile-app/ios-outsmart-app/module-overviews/timesheets/timesheet-travels.md): Register weekly travel entries in timesheets.
- [Android - OutSmart NEXT](https://knowledge.out-smart.com/mobile-app/android-outsmart-next.md)
- [Core functionalities](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities.md): Everyday Android OutSmart NEXT workflows.
- [Creating and viewing a work order](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/creating-and-viewing-a-work-order.md): Create, open, and review work orders in Android OutSmart NEXT.
- [Adding and managing materials and items](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/adding-and-managing-materials-and-items.md): Add materials through Materials, Material Catalog, Warehouses, and New Item.
- [Tracking and managing your time](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/tracking-and-managing-your-time.md): Register work, travel, and break time through Hours and Timesheets.
- [Uploading photos and documents](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/uploading-photos-and-documents.md): Add photos, files, and attachments to a work order.
- [Completing and submitting a work order](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/completing-and-submitting-a-work-order.md): Review, sign, and submit the work order from Android OutSmart NEXT.
- [Workflows](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/workflows.md): Follow the required work order steps in Android OutSmart NEXT.
- [Sign and send a work order](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/sign-and-send-a-work-order.md): Review, sign, preview, and send a completed work order in Android OutSmart NEXT.
- [Synchronising your data](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/core-functionalities/synchronising-your-data.md): Upload field changes and download the latest office data in Android OutSmart NEXT.
- [Module overviews](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews.md): Screen-by-screen reference for Android OutSmart NEXT.
- [Overview](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/overview.md): Understand the main dashboard in Android OutSmart NEXT.
- [Overview - Work Order](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/overview/overview-work-order.md): Open active work orders directly from Overview.
- [Overview - Archive](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/overview/overview-archive.md): View completed and archived work orders from Overview.
- [Overview - Map/Adhoc](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/overview/overview-map-adhoc.md): Use the map to locate jobs and create ad-hoc actions from Overview.
- [Overview - Notes](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/overview/overview-notes.md): Manage personal or work-related notes from Overview.
- [Tasks](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/overview/tasks.md): Create, assign, and manage tasks in Android OutSmart NEXT.
- [Work Order](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order.md): Reference for the work order detail screen and its modules.
- [Client Information](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/client-information.md): Review the client linked to a work order.
- [Job Details](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/job-details.md): Review the main description, status, and execution details.
- [Snippets (quick text)](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/job-details/snippets-quick-text.md): Insert saved text snippets into work order fields faster.
- [Schedule](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/schedule.md): Check planned dates, times, and visit planning.
- [Hours](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/hours.md): Register time directly on the work order.
- [Materials](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/materials.md): Add used materials and review item lines on a work order.
- [Material Catalog](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/materials/material-catalog.md): Search and select materials from the shared catalog.
- [Warehouses](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/materials/warehouses.md): Pick materials from available stock locations.
- [New Item (Material)](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/materials/new-item-material.md): Create a manual material line on a work order.
- [Forms](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/forms.md): Complete checklists, inspections, and required forms.
- [Visual forms](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/forms/visual-forms.md): Complete PDF-based Visual Forms on a work order in Android OutSmart NEXT.
- [Objects](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/objects.md): View linked assets or installations for the work order.
- [Object Parts](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/objects/object-parts.md): Review components linked to the selected object.
- [Object templates and states](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/objects/object-templates-and-states.md): Add objects faster with templates and record their current state.
- [Asset details](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/objects/asset-details.md): View an asset’s details, history, parts, sub-objects, and documents.
- [Resources (Equipment)](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/resources-equipment.md): Review linked equipment, tools, or assigned resources.
- [Documents](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/documents.md): View and upload files linked to the work order.
- [Scan QR codes and barcodes](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/scan-qr-codes-and-barcodes.md): Scan codes to find materials, objects, or device connection data.
- [Work order status and selection fields](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/work-order/work-order-status-and-selection-fields.md): Set work status, priority, work type, payment method, and project details.
- [Clients/Relations](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/clients-relations.md): Reference for client records, contacts, addresses, and assets.
- [Edit a client](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/clients-relations/edit-a-client.md): Update client details from the mobile app when allowed.
- [Client addresses and contacts](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/clients-relations/client-addresses-and-contacts.md): Review and manage address and contact details.
- [Client assets](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/clients-relations/client-assets.md): Review assets linked to a client record.
- [Client history](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/clients-relations/client-history.md): Review earlier work orders and forms for a client in Android OutSmart NEXT.
- [Settings](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/settings.md): Reference for app, work period, and other user settings.
- [App settings](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/settings/app-settings.md): Control device-level and app behavior settings.
- [Work period settings](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/settings/work-period-settings.md): Configure how work periods and timing behave in the app.
- [Other settings](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/settings/other-settings.md): Extra options that do not fit the main setting groups.
- [Certificates](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/settings/certificates.md): View your personal certificates and open their attachments in Android OutSmart NEXT.
- [Profiles and license plan](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/settings/profiles-and-license-plan.md): View your user profile, company details, and current license plan.
- [Switching administrations](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/settings/switching-administrations.md): Switch between the administrations linked to your Android OutSmart NEXT account.
- [Timesheets](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/timesheets.md): Reference for hours, expenses, and travel registration outside work orders.
- [Timesheet Hours](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/timesheets/timesheet-hours.md): Register work time in the Timesheets module.
- [Timesheet Expenses](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/timesheets/timesheet-expenses.md): Register expenses through the Timesheets module.
- [Timesheets Travel](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/module-overviews/timesheets/timesheets-travel.md): Register travel time or distance in Timesheets.
- [Early access and troubleshooting](https://knowledge.out-smart.com/mobile-app/android-outsmart-next/early-access-and-troubleshooting.md): Support paths, crash steps, and feedback channels.
- [Mobile App Troubleshooting](https://knowledge.out-smart.com/mobile-app/mobile-app-troubleshooting.md): Find and fix the most common mobile app problems: missing work orders, items that won't save, an app that looks different, and notifications that stopped.
- [Work orders don't appear on my device](https://knowledge.out-smart.com/mobile-app/mobile-app-troubleshooting/work-orders-dont-appear-on-my-device.md): Why planned work orders may not show up in the app, and how to get them to appear.
- [Materials, photos, or forms won't save or won't show up](https://knowledge.out-smart.com/mobile-app/mobile-app-troubleshooting/materials-photos-or-forms-wont-save-or-wont-show-up.md): Why materials, photos, or forms may not save or appear on a work order, and how to fix it.
- [The app looks completely different than before or than my colleague's](https://knowledge.out-smart.com/mobile-app/mobile-app-troubleshooting/the-app-looks-completely-different-than-before-or-than-my-colleagues.md): Why the app can look different across devices and app versions, and how to tell which app you are using.
- [Notifications for new work orders stopped working](https://knowledge.out-smart.com/mobile-app/mobile-app-troubleshooting/notifications-for-new-work-orders-stopped-working.md): What to do when the app no longer notifies you about new work orders.
- [Marketplace](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/marketplace.md): Discover where to find the Marketplace and how to manage Power-Ups and other premium features.
- [OutSmart Packages](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/marketplace/outsmart-packages.md): Understand the differences between Launch, Boost, Accelerate, and Maximize, plus Power-Ups, bundles, and consultancy.
- [Start a Power-Up trial](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/marketplace/start-a-power-up-trial.md): Start a 14-day trial for a Power-Up in the OutSmart Marketplace.
- [Manage your Power-Ups](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/marketplace/manage-your-power-ups.md): Check the status of your Power-Ups and open the available management options in the Marketplace.
- [Cancel a Power-Up trial](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/marketplace/cancel-a-power-up-trial.md): Cancel an active Power-Up trial immediately or at the end of the trial period.
- [Power-Ups](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups.md): Discover all Power-Ups, bundles, and trials in one overview.
- [2BA](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba.md): Understand what 2BA adds, when to activate it, and where to continue with setup.
- [Introduction to 2BA](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/introduction-to-2ba.md): Understand what 2BA is, where you use it, and what you need first.
- [Activate 2BA through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/activate-2ba-through-the-license-manager.md): Activate the 2BA integration in the BackOffice and then open the configuration.
- [2BA setup and use](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/2ba-setup-and-use.md): Connect your 2BA account, search external product data, and use supplier, stock, and price information in OutSmart.
- [Configure 2BA with login details](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/configure-2ba-with-login-details.md): Connect your 2BA account so OutSmart can retrieve product data.
- [Search products in 2BA](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/search-products-in-2ba.md): Search items in 2BA from calculations, quotations, and invoices.
- [Use advanced filters](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/use-advanced-filters.md): Refine your 2BA search results by manufacturer, model, type, and supplier.
- [View and import product details](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/view-and-import-product-details.md): View product specifications in 2BA and import the correct item into OutSmart.
- [Check supplier information](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/check-supplier-information.md): See which suppliers offer a product and compare the available information.
- [Check stock availability](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/check-stock-availability.md): See which suppliers have stock and how quickly a product can be delivered.
- [View trade items and prices](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/view-trade-items-and-prices.md): Compare packaging units, prices, delivery times, and order terms in 2BA.
- [Synchronize prices from 2BA](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/2ba/synchronize-prices-from-2ba.md): Update prices from 2BA in your document when you work with external item data.
- [Certificates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates.md): Activate Certificates, create certificate types, assign them to employees, and track expiry in OutSmart.
- [Introduction to Certificates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/introduction-to-certificates.md): Understand what Certificates does, when to use it, and what you manage with it.
- [Activate Certificates through Feature Settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/activate-certificates-through-feature-settings.md): Enable Certificates in the BackOffice so the HR module becomes available.
- [Create certificate types](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/create-certificate-types.md): Create the certificate types you use before assigning certificates to employees.
- [Assign certificates to employees](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/assign-certificates-to-employees.md): Link certificate types to employees with certificate numbers and validity dates.
- [Manage certificate attachments](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/manage-certificate-attachments.md): Add and manage certificate files so employees and admins can open the right proof documents.
- [Track certificate expiration dates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/track-certificate-expiration-dates.md): Monitor active, expired, and upcoming certificate validity dates in the BackOffice.
- [Filter and sort employee certificates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/filter-and-sort-employee-certificates.md): Use filters and sorting in the BackOffice to find the right employee certificates faster.
- [View certificates in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/view-certificates-in-the-mobile-app.md): Let employees view certificate details, search their certificates, and download attachments in the app.
- [Link certificates to skills](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/link-certificates-to-skills.md): Connect certificate requirements to skills so you can manage qualifications more consistently.
- [Insight into your certificates on the dashboard](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/certificates/insight-into-your-certificates-on-the-dashboard.md): Use the certificates widget to review certificate data, choose columns, and filter results from one dashboard view.
- [Contract Management](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management.md): Manage service agreements and generate recurring work orders automatically in OutSmart.
- [Introduction to Contract Management](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/introduction-to-contract-management.md): Understand how Contract Management helps you automate recurring service agreements.
- [Understand contract types](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/understand-contract-types.md): Learn when to use preventive, corrective, or yearly-order contract types.
- [Create and manage contract terms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/create-and-manage-contract-terms.md): Set reusable contract duration, renewal behavior, and agreement settings.
- [Create a contract](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/create-a-contract.md): Create a contract with the right type, dates, terms, and work order setup.
- [Configure the recurring schedule](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/configure-the-recurring-schedule.md): Set when preventive contracts should generate work orders.
- [Understand contract work order generation](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/understand-contract-work-order-generation.md): See how OutSmart turns contract schedules into generated work orders.
- [Understand contract status](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/understand-contract-status.md): See how start dates, end dates, and cancellation affect whether a contract is active.
- [Set days in advance](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/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/marketplace-packages-and-power-ups/power-ups/contract-management/manage-contracts.md): Edit, restart, terminate, or delete contracts and keep future generation aligned.
- [Use SLA policies with contracts](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/use-sla-policies-with-contracts.md): Apply SLA policies to corrective contracts to manage response and resolution expectations.
- [Set up contract cancellation reasons](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/set-up-contract-cancellation-reasons.md): Create reusable cancellation reasons to track why contracts are terminated.
- [Import contracts](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/import-contracts.md): Import contracts in bulk when you migrate data or set up many agreements at once.
- [Use contract free fields](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/use-contract-free-fields.md): Store extra contract data with reusable free fields.
- [Track contract budgets](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/track-contract-budgets.md): Use budgets to monitor the financial scope of a contract.
- [View the contract schedule](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/view-the-contract-schedule.md): Review planned contract dates and generated work order timing.
- [Configure contract parameters](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/configure-contract-parameters.md): Review the main contract fields and settings that shape generation and behavior.
- [Link contracts to objects](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/contract-management/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/marketplace-packages-and-power-ups/power-ups/contract-management/link-contracts-to-projects.md): Connect contracts to project context when agreement work belongs inside a wider project flow.
- [CRM+](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+.md): Activate CRM+, set up your sales funnel, and work with leads, account types, lead phases, and closing reasons.
- [What is CRM+?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/what-is-crm+.md): Understand what CRM+ adds to OutSmart and when to use it.
- [Activate CRM+](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/activate-crm+.md): Activate CRM+ in the BackOffice and check which CRM settings become available.
- [Set up account types](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/set-up-account-types.md): Create account types and decide which relationships use lead phases.
- [Set up lead phases](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/set-up-lead-phases.md): Create lead phases and build a sales funnel per account type.
- [Set up closing reasons](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/set-up-closing-reasons.md): Create closing reasons to analyze won and lost deals.
- [Work with customers and leads in CRM+](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/work-with-customers-and-leads-in-crm+.md): Create customers or leads, assign account types, and move relationships through the funnel.
- [Use the CRM overview page](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/use-the-crm-overview-page.md): Use the CRM overview to quickly filter and open customers, leads, and account types.
- [Merge and delete customers](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/crm+/merge-and-delete-customers.md): Manage duplicate or outdated relationships in CRM+ by merging or deleting them.
- [Customer Portal](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal.md): Activate Customer Portal, configure portal settings, and manage how customers submit and follow requests.
- [What is Customer Portal?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/what-is-customer-portal.md): Understand what Customer Portal does, when to use it, and what customers can do there.
- [Activate Customer Portal](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/activate-customer-portal.md): Make Customer Portal available in Feature Settings and open the portal configuration.
- [Create a Customer Portal](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/create-a-customer-portal.md): Create a new portal and open the full portal setup in OutSmart.
- [Configure general portal settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-general-portal-settings.md): Set the portal status, URL name, language, notifications, and core identity.
- [Configure theme settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-theme-settings.md): Choose how the portal logo appears and control the visual identity.
- [Configure new request settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-new-request-settings.md): Control how customers create new requests and whether terms must be accepted.
- [Configure email settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-email-settings.md): Link the email templates used for invitations, requests, and password resets.
- [Configure portal display settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-portal-display-settings.md): Control which portal pages, records, and options customers can see.
- [Configure dashboard settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-dashboard-settings.md): Decide which metrics and summaries customers see on the portal dashboard.
- [Configure work order settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-work-order-settings.md): Control which work order details customers can open, view, or update.
- [Configure welcome text](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-welcome-text.md): Add the text customers see on the portal login screen.
- [Configure default work order description](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-default-work-order-description.md): Add default request text and decide whether a work description is required.
- [Configure invoice settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-invoice-settings.md): Decide which invoices customers can open in the portal.
- [Configure portal text after login](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-portal-text-after-login.md): Add the text customers see after they sign in to the portal.
- [Configure user settings and permissions](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-user-settings-and-permissions.md): Decide what portal users can change, request, and access in the portal.
- [Configure items per work type](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-items-per-work-type.md): Limit the available items per work type when customers create requests.
- [Configure free fields per work type](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-free-fields-per-work-type.md): Show the right custom fields for each work type in the portal request flow.
- [Configure work order translations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-work-order-translations.md): Rename portal work order fields so they fit your customer language and process.
- [Configure navigation links](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-navigation-links.md): Add external links that customers can open directly from the portal.
- [Configure advanced theme settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-advanced-theme-settings.md): Apply advanced styling options to customize the portal appearance further.
- [Create Customer Portal email templates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/create-customer-portal-email-templates.md): Create the templates used for portal invitations, requests, and password resets.
- [Create a work order in Customer Portal](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/create-a-work-order-in-customer-portal.md): See how customers submit a new request through the portal and how it arrives in OutSmart.
- [Use Customer Portal as a customer](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/use-customer-portal-as-a-customer.md): Learn how customers sign in, submit requests, follow status, and manage their profile.
- [Manage portal users](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/manage-portal-users.md): Create, edit, disable, and organize the users who can access a customer portal.
- [Configure guest work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/configure-guest-work-orders.md): Let guests submit requests without a full portal account and control what they can do.
- [Enable Portal API access](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-portal/enable-portal-api-access.md): Enable API access in the portal settings and understand what it unlocks.
- [Customer Satisfaction Survey (CSAT)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-satisfaction-survey-csat.md): Activate CSAT, configure your survey, send invitations, and review the results.
- [Introduction to CSAT](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-satisfaction-survey-csat/introduction-to-csat.md): Understand what CSAT does, how it works, and which limits apply.
- [Activate CSAT through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-satisfaction-survey-csat/activate-csat-through-the-license-manager.md): Activate the CSAT Power-Up in the BackOffice.
- [Configure the survey](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-satisfaction-survey-csat/configure-the-survey.md): Set up the content and appearance of your CSAT survey.
- [Set up the email template](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-satisfaction-survey-csat/set-up-the-email-template.md): Set up the email template and delay for the CSAT invitation.
- [View completed surveys](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-satisfaction-survey-csat/view-completed-surveys.md): View completed CSAT surveys in the overview under Settings.
- [CSAT FAQ](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/customer-satisfaction-survey-csat/csat-faq.md): Quick answers about activating, setting up, sending, and reviewing CSAT.
- [F-gases Forms (KoudSmart)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart.md): Set up KoudSmart, track refrigerants, and generate Dutch F-gases reports in OutSmart.
- [Introduction to F-gases Forms (KoudSmart)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/introduction-to-f-gases-forms-koudsmart.md): Understand what KoudSmart does and when to use it.
- [KoudSmart customer guide](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/koudsmart-customer-guide.md): Understand setup, daily use, reporting, and compliance considerations for KoudSmart.
- [Activate F-gases Forms (KoudSmart)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/activate-f-gases-forms-koudsmart.md): Activate KoudSmart in the License Manager so the setup becomes available.
- [Set up F-gases Forms (KoudSmart)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/set-up-f-gases-forms-koudsmart.md): Use the setup flow to configure refrigerants, cylinders, and company details.
- [Configure refrigerants](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/configure-refrigerants.md): Choose the refrigerants KoudSmart can use in setup, forms, and reporting.
- [Configure cylinders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/configure-cylinders.md): Register cylinders so KoudSmart can track stock and refrigerant movements.
- [Set up company information](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/set-up-company-information.md): Add the company details that appear in KoudSmart reporting.
- [Generate KoudSmart reports](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/generate-koudsmart-reports.md): Generate registration and balance reports from your KoudSmart data.
- [Understand refrigerant registration](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/understand-refrigerant-registration.md): See how KoudSmart records refrigerant handling per installation.
- [Understand refrigerant balance](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/understand-refrigerant-balance.md): Learn how KoudSmart builds the yearly refrigerant balance from recorded data.
- [Understand GWP and CO2 equivalent calculations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/understand-gwp-and-co2-equivalent-calculations.md): See how KoudSmart applies GWP values to calculate CO2 equivalents.
- [Use KoudSmart in work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/use-koudsmart-in-work-orders.md): Register refrigerant handling from the work order process.
- [Use KoudSmart in forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/use-koudsmart-in-forms.md): Capture KoudSmart data through forms in the field process.
- [Track warehouse transactions](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/track-warehouse-transactions.md): Follow refrigerant movements through cylinder and warehouse transactions.
- [Configure the location column](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/configure-the-location-column.md): Choose which fields KoudSmart uses to describe installation locations in reports.
- [Resolve duplicate cylinders and warehouses](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/resolve-duplicate-cylinders-and-warehouses.md): Review duplicate setup data before it affects stock and reporting.
- [Understand Dutch F-gas compliance requirements](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/f-gases-forms-koudsmart/understand-dutch-f-gas-compliance-requirements.md): See how KoudSmart supports Dutch refrigerant registration and annual balance workflows.
- [Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms.md): Create forms, link them to work orders, and use standard and visual forms in OutSmart.
- [What is Forms?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/what-is-forms.md): Understand what Forms adds to OutSmart and when to use it.
- [Activate Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/activate-forms.md): Enable Forms in the BackOffice so form settings become available.
- [Create a form](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/create-a-form.md): Build a standard form in the BackOffice and prepare it for work orders.
- [Form field types](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/form-field-types.md): Choose the right field type for each kind of input in a form.
- [Configure table fields in Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/configure-table-fields-in-forms.md): Set up table fields to collect structured rows and columns in a form.
- [Use conditional logic in Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/use-conditional-logic-in-forms.md): Show, require, or lock fields based on other answers in a form.
- [Use calculations in Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/use-calculations-in-forms.md): Build totals, formulas, and calculated values from form fields.
- [Link forms to work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/link-forms-to-work-orders.md): Add forms automatically through work types or manually on a work order.
- [Use forms in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/use-forms-in-the-mobile-app.md): Let employees complete forms on work orders in the OutSmart app.
- [Export and print Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/export-and-print-forms.md): Generate form PDFs and include forms in work order PDF output.
- [What is Visual Forms?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms.md): Understand when to use a PDF-based form instead of a standard form.
- [Activate Visual Forms through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms/activate-visual-forms-through-the-license-manager.md): Turn on Visual Forms so PDF-based form setup becomes available in OutSmart.
- [Use the Visual Forms Configurator](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms/use-the-visual-forms-configurator.md): Upload a PDF, place fields on the document, and configure how the form behaves.
- [Use advanced mandatory rules in Visual Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms/use-advanced-mandatory-rules-in-visual-forms.md): Make fields required only when specific conditions are true.
- [Configure read-only fields in Visual Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms/configure-read-only-fields-in-visual-forms.md): Lock fields permanently or only under specific conditions.
- [Visual Form Templates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/what-is-visual-forms/visual-form-templates.md): Create branded, layout-driven form templates when document design matters.
- [Create a Visual Form](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/create-a-visual-form.md): Set up a PDF-based form and place the fields on the document.
- [Manage form versions](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/manage-form-versions.md): Understand how form changes affect new work and historic form results.
- [Manage Forms permissions](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/manage-forms-permissions.md): Control who can manage forms in settings and who can complete forms on work orders.
- [Use Forms with workflows](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/use-forms-with-workflows.md): Add forms to a workflow so employees complete them in the right step.
- [Use Forms with objects](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/use-forms-with-objects.md): Connect forms to equipment and assets so the right data stays with the right object.
- [Forms-related Power-Ups](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/forms-related-power-ups.md): See which specialized modules also rely on forms in OutSmart.
- [Form Templates Power-Up](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/forms-related-power-ups/form-templates-power-up.md): Check the status of the Form Templates Power-Up and what to use instead.
- [Choose between standard and Visual Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/choose-between-standard-and-visual-forms.md): Pick the form type that fits your process best.
- [Use Visual Forms in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/use-visual-forms-in-the-mobile-app.md): Let employees open and complete Visual Forms on a work order.
- [Visual Work Orders (beta)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/visual-work-orders-beta.md): Use a PDF-based work order layout when the full document must keep a fixed format.
- [What is Visual Work Orders?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/visual-work-orders-beta/what-is-visual-work-orders.md): Understand how a Visual Work Order changes the work order experience in OutSmart.
- [Activate Visual Work Orders beta](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/visual-work-orders-beta/activate-visual-work-orders-beta.md): Request access and enable the beta before you start using Visual Work Orders.
- [Create a Visual Work Order](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/visual-work-orders-beta/create-a-visual-work-order.md): Use a work type and visual template to create a PDF-based work order.
- [Use Visual Forms in work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/forms/use-visual-forms-in-work-orders.md): Add Visual Forms to the right work so employees see the correct document.
- [Gasketelwet Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms.md): Use a preconfigured Dutch compliance form for gas appliance reporting in OutSmart.
- [Introduction to Gasketelwet Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/introduction-to-gasketelwet-forms.md): Understand what Gasketelwet Forms is and when to use it.
- [Activate Gasketelwet Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/activate-gasketelwet-forms.md): Activate the Power-Up and make the preconfigured form available.
- [Gasketelwet Forms overview and purpose](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/gasketelwet-forms-overview-and-purpose.md): See what the standard Gasketelwet form covers and how it fits your process.
- [Use the Gasketelwet report form](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/use-the-gasketelwet-report-form.md): Complete the Gasketelwet report form on a work order and save the result.
- [Form fields in Gasketelwet Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/form-fields-in-gasketelwet-forms.md): Review the main sections and fields in the standard Gasketelwet form.
- [Link Gasketelwet Forms to work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/link-gasketelwet-forms-to-work-orders.md): Add the Gasketelwet form through a work type or directly on a work order.
- [Use Gasketelwet Forms in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/use-gasketelwet-forms-in-the-mobile-app.md): Let field employees complete the Gasketelwet form in the OutSmart app.
- [Export Gasketelwet form data and PDF](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/export-gasketelwet-form-data-and-pdf.md): Review completed Gasketelwet form data and export the result as PDF.
- [Compliance requirements for Gasketelwet Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/compliance-requirements-for-gasketelwet-forms.md): Understand how the form supports Dutch gas appliance compliance reporting.
- [Eligibility and availability for Gasketelwet Forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/gasketelwet-forms/eligibility-and-availability-for-gasketelwet-forms.md): Check where Gasketelwet Forms is available and what your account needs.
- [Mail to WorkOrder](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder.md): Turn incoming emails into work orders with rules, parsing, and matching in OutSmart.
- [Introduction to Mail to WorkOrder](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/introduction-to-mail-to-workorder.md): Understand what Mail to WorkOrder does, when to use it, and how the processing flow works.
- [Activate Mail to WorkOrder](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/activate-mail-to-workorder.md): Enable Mail to WorkOrder so the configuration becomes available in the BackOffice.
- [Set up Conversations mode](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/set-up-conversations-mode.md): Configure the inbound email address and monitor daily email processing.
- [Set up WorkOrder Drop mode](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/set-up-workorder-drop-mode.md): Use manual email drop files to test or process Mail to WorkOrder rules.
- [Create and manage mail configurations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/create-and-manage-mail-configurations.md): Build the rules that decide how emails become work orders.
- [Understand matching rules and sender types](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/understand-matching-rules-and-sender-types.md): Choose how Mail to WorkOrder matches emails and finds the right relation or object.
- [Configure forced values and parameters](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/configure-forced-values-and-parameters.md): Set fixed or dynamic field values on work orders created from email.
- [Parse email content with regex and advanced options](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/parse-email-content-with-regex-and-advanced-options.md): Extract values from email content and handle attachments or content modes.
- [View logs and monitor limits](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mail-to-workorder/view-logs-and-monitor-limits.md): Review processed emails, troubleshoot outcomes, and keep track of inbound usage.
- [Object Management](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management.md): Set up Object Management, create objects, manage assets, and use them across work orders, forms, and the mobile app.
- [What is Object Management?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/what-is-object-management.md): Understand what Object Management adds to OutSmart and when to use it.
- [Activate Object Management](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/activate-object-management.md): Enable Object Management in the BackOffice so objects become available in your workflow.
- [Create objects in the BackOffice](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-objects-in-the-backoffice.md): Add new objects from the BackOffice and build your object database.
- [Create objects from a work order](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-objects-from-a-work-order.md): Create a new object while working in a BackOffice work order.
- [Create objects in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-objects-in-the-mobile-app.md): Let employees register new objects on site from the OutSmart app.
- [Use object templates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/use-object-templates.md): Standardize object creation with reusable templates.
- [Manage object parts](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/manage-object-parts.md): Break down complex objects into parts and manage them per object.
- [Configure object free fields](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/configure-object-free-fields.md): Add custom object fields for industry-specific data.
- [Add objects to work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/add-objects-to-work-orders.md): Link existing objects to a work order so technicians work on the right equipment.
- [Add objects to forms](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/add-objects-to-forms.md): Link forms to objects so form data stays attached to the right equipment.
- [Generate and scan object QR codes](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/generate-and-scan-object-qr-codes.md): Use QR codes to find objects faster in the field.
- [View object history](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/view-object-history.md): Review the service history of an object in the BackOffice and app.
- [Manage object images](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/manage-object-images.md): Add or update images so technicians can identify objects more easily.
- [Use parent and child objects](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/use-parent-and-child-objects.md): Build object hierarchies for complex installations.
- [Track object state and status](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/track-object-state-and-status.md): Use object state fields to track the current condition of equipment.
- [Manage maintenance and inspection dates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/manage-maintenance-and-inspection-dates.md): Record and update maintenance-related dates on objects.
- [Manage warranty expiration dates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/manage-warranty-expiration-dates.md): Record warranty dates on objects so you can track coverage more clearly.
- [Create and manage resources](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources.md): Register internal equipment as resources for planning use.
- [What are resources?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/what-are-resources.md): Understand what resources are and how they differ from objects.
- [Use resource templates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/use-resource-templates.md): Speed up resource creation with reusable template settings.
- [Create a resource](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/create-a-resource.md): Add a new internal resource and make it available for planning.
- [Create resource categories](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/create-resource-categories.md): Group resources so they stay clear and plannable in the Scheduler.
- [Configure resource tariffs](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/configure-resource-tariffs.md): Set tariff fields so you can charge for resource usage.
- [Link resources to work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/link-resources-to-work-orders.md): Add resources to work so you can plan, track, and charge their usage.
- [Use spotlight for resources](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/use-spotlight-for-resources.md): Focus on one work order and its linked resources in the Scheduler.
- [Use resources in the Scheduler](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/create-and-manage-resources/use-resources-in-the-scheduler.md): Plan internal equipment in the Scheduler alongside work orders.
- [Show objects on the map](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/show-objects-on-the-map.md): Display objects with coordinates in the app map view.
- [Configure object parameters](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/configure-object-parameters.md): Adjust object settings that affect how objects behave across OutSmart.
- [Show recent object activity on the map](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/object-management/show-recent-object-activity-on-the-map.md): Choose how far back recent object activity stays visible on the map.
- [Mollie](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mollie.md): Understand what Mollie adds, when to activate it, and where to continue with setup.
- [What is Mollie?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mollie/what-is-mollie.md): Understand what Mollie does in OutSmart, what it depends on, and what to expect from the payment flow.
- [Mollie setup and use](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mollie/mollie-setup-and-use.md): Connect Mollie to OutSmart, create payment links, and review payment activity.
- [Activate and connect Mollie](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mollie/activate-and-connect-mollie.md): Activate the Mollie Power-Up, enter your API key, and test the connection before you go live.
- [Use Mollie on invoices](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mollie/use-mollie-on-invoices.md): Create payments, copy payment links, and understand how the invoice payment flow works with Mollie.
- [Review payment status and logs](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/mollie/review-payment-status-and-logs.md): Check payment status on the invoice, review integration logs, and resolve common Mollie issues.
- [Peppol](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/peppol.md): Understand what Peppol adds, when to activate it, and where to continue with setup.
- [What is Peppol?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/peppol/what-is-peppol.md): Understand what Peppol is, what you use it for in OutSmart, and what you need first.
- [Peppol setup and use](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/peppol/peppol-setup-and-use.md): Register Peppol, prepare customers, and send e-invoices through the Peppol network.
- [Activate and register Peppol](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/peppol/activate-and-register-peppol.md): Purchase the Power-Up, check your company details, and register your organization for Peppol.
- [Set up customers for Peppol](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/peppol/set-up-customers-for-peppol.md): Set the delivery method, Peppol address type, and Peppol address correctly for each customer.
- [Send invoices via Peppol](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/peppol/send-invoices-via-peppol.md): Send invoices through the Peppol network and check the delivery status in OutSmart.
- [Peppol FAQ](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/peppol/peppol-faq.md): Quick answers about activation, customer setup, sending, and limitations of Peppol in OutSmart.
- [PlanSmart (AI Routeplanner)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner.md): Activate PlanSmart, complete the setup wizard, and optimize routes in OutSmart.
- [Introduction to PlanSmart](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/introduction-to-plansmart.md): Understand what PlanSmart does and how it improves route planning in OutSmart.
- [Activate PlanSmart through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/activate-plansmart-through-the-license-manager.md): Purchase and activate the Planning AI Power-Up so PlanSmart becomes available.
- [Set up PlanSmart with the setup wizard](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/set-up-plansmart-with-the-setup-wizard.md): Use the setup wizard to configure PlanSmart step by step.
- [Configure employees for PlanSmart](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/configure-employees-for-plansmart.md): Prepare employees with the right start location and availability for route optimization.
- [Set working hours and availability](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/set-working-hours-and-availability.md): Define employee schedules so PlanSmart can calculate feasible routes.
- [Set up planning groups](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/set-up-planning-groups.md): Group employees for more controlled route optimization in PlanSmart.
- [Review and approve route results](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/review-and-approve-route-results.md): Check the optimization outcome and approve the new routes on the planboard.
- [Configure route settings](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/configure-route-settings.md): Adjust the route calculation settings that PlanSmart uses during optimization.
- [Set job load and worker load](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/set-job-load-and-worker-load.md): Configure load indicators so PlanSmart can balance work more intelligently.
- [Start route optimization from the planboard](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/start-route-optimization-from-the-planboard.md): Select work orders and start a PlanSmart optimization run from the planboard.
- [Visualize routes on the planboard](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/visualize-routes-on-the-planboard.md): View route icons, route lines, and route details directly on the planboard.
- [Troubleshoot route optimization](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/troubleshoot-route-optimization.md): Resolve common PlanSmart errors and understand why an optimization can fail.
- [Automatic route optimization after completion](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/automatic-route-optimization-after-completion.md): Let OutSmart start a new optimization automatically when a work order is completed.
- [Configure dayparts for PlanSmart](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/plansmart-ai-routeplanner/configure-dayparts-for-plansmart.md): Set up daypart rules so PlanSmart can plan work more precisely across the day.
- [PowerBI](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi.md): Connect OutSmart data to Power BI and build dashboards with synced tables.
- [What is Power BI?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/what-is-power-bi.md): Understand what Power BI does, when to use it, and how OutSmart data reaches your reports.
- [Activate Power BI through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/activate-power-bi-through-the-license-manager.md): Activate the Power BI Power-Up so Data Sync settings become available.
- [Set up the Power BI connection](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/set-up-the-power-bi-connection.md): Generate or enter the connection details used for Power BI syncing.
- [Choose which tables to sync](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/choose-which-tables-to-sync.md): Select the tables you want to send to Power BI and keep the sync focused.
- [Enable automatic sync](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/enable-automatic-sync.md): Keep your Power BI data updated automatically in the background.
- [Test the Power BI connection](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/test-the-power-bi-connection.md): Verify that your connection settings work before you start syncing data.
- [Start a manual sync](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/start-a-manual-sync.md): Trigger an immediate sync when you need fresh data in Power BI right away.
- [View sync history](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/view-sync-history.md): Review recent sync runs, timestamps, and error messages for Power BI.
- [Troubleshoot Power BI sync issues](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/troubleshoot-power-bi-sync-issues.md): Solve common connection, sync, and data visibility problems in Power BI.
- [Understand Power BI license requirements](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/understand-power-bi-license-requirements.md): Check which package, permissions, and external access you need for Power BI.
- [Available sync tables](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/powerbi/available-sync-tables.md): Review which tables are available for Power BI and choose the ones that fit your reports.
- [Premium Academy](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/premium-academy.md): Access online training in OutSmart and guide your team through role-based learning.
- [What is Premium Academy?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/premium-academy/what-is-premium-academy.md): Understand what Premium Academy adds to OutSmart and how it helps your team learn.
- [Features in Premium Academy](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/premium-academy/features-in-premium-academy.md): Review what Premium Academy gives your users and teams.
- [Premium Academy availability and plans](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/premium-academy/premium-academy-availability-and-plans.md): Check which plans can use Premium Academy and how access works.
- [Activate Premium Academy through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/premium-academy/activate-premium-academy-through-the-license-manager.md): Activate Premium Academy so your users can open the learning platform from OutSmart.
- [Open Premium Academy and start learning](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/premium-academy/open-premium-academy-and-start-learning.md): Open Premium Academy from OutSmart and start with the courses that fit your role.
- [Quotations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations.md): Understand Quotations, how to activate it, and what it includes.
- [Introduction to Quotations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/introduction-to-quotations.md): Learn what Quotations includes and when you need it.
- [Features in Quotations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/features-in-quotations.md): Review the core and extended capabilities available in Quotations.
- [Quotations availability and plans](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/quotations-availability-and-plans.md): See how Quotations is packaged across OutSmart plans.
- [Activate Quotations through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/activate-quotations-through-the-license-manager.md): Activate Quotations from the License Manager when it is not already included in your package.
- [Eligibility and requirements for Quotations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/eligibility-and-requirements-for-quotations.md): Check whether your package and account setup can use Quotations.
- [Duplicate or revise a quotation](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/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/marketplace-packages-and-power-ups/power-ups/quotations/generate-a-quotation-pdf.md): Create or download the PDF version of a quotation.
- [Use quotation photos (beta)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/use-quotation-photos-beta.md): Add photos to quotations when the beta feature is enabled.
- [Use quotation sections (beta)](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/use-quotation-sections-beta.md): Group quotation lines into sections for a clearer quotation structure.
- [Use quotation free fields](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/use-quotation-free-fields.md): Add and use custom quotation fields for extra data.
- [View the quotation communication log](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/view-the-quotation-communication-log.md): Review sent emails, reminders, and quotation follow-up in one place.
- [Configure quotation parameters](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/configure-quotation-parameters.md): Review the main settings that affect quotation behavior.
- [Resources](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/resources.md): Plan internal equipment, track availability, and charge resource usage in OutSmart.
- [What is Resources?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/resources/what-is-resources.md): Understand what Resources does and when to use it in OutSmart.
- [Features in Resources](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/resources/features-in-resources.md): Review what you can do with Resources in OutSmart.
- [Resources availability and plans](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/resources/resources-availability-and-plans.md): Check which OutSmart plans include Resources and when you need the Power-Up.
- [Activate Resources through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/resources/activate-resources-through-the-license-manager.md): Activate Resources so the setup and planning options become available.
- [Eligibility and requirements for Resources](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/resources/eligibility-and-requirements-for-resources.md): Check whether your package, permissions, and setup support Resources.
- [Test plan for Resources](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/resources/test-plan-for-resources.md): Validate Resources with fixed test data across setup, planning, and billing flows.
- [Stock](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock.md): Manage warehouses, stock levels, and material movements in OutSmart.
- [Introduction to Stock](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock/introduction-to-stock.md): Understand what Stock does, when to use it, and how it fits your daily process.
- [Activate Stock through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock/activate-stock-through-the-license-manager.md): Activate the Stock Power-Up so warehouse and stock management become available.
- [Create warehouses](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock/create-warehouses.md): Create the warehouses, sub-warehouses, and storage locations you use for Stock.
- [Set stock levels per warehouse](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock/set-stock-levels-per-warehouse.md): Set the current and target stock values for each item in each warehouse.
- [Import stock with Excel](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock/import-stock-with-excel.md): Import current stock values with Excel to speed up your first Stock setup.
- [Use Stock in work orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock/use-stock-in-work-orders.md): Keep stock accurate by selecting the right warehouse when materials are used on work orders.
- [Record stock transactions](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/stock/record-stock-transactions.md): Add manual stock transactions for deliveries, corrections, transfers, and stock counts.
- [Sub-administrations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations.md): Manage multiple administrations from one environment with clearer separation and control.
- [Introduction to Sub-administrations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/introduction-to-sub-administrations.md): Understand what Sub-administrations are and when to use them.
- [Activate Sub-administrations through the License Manager](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/activate-sub-administrations-through-the-license-manager.md): Activate Sub-administrations so you can create and manage them in OutSmart.
- [Create a sub-administration](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/create-a-sub-administration.md): Create a new sub-administration from your main administration.
- [Switch between administrations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/switch-between-administrations.md): Move between your main administration and sub-administrations without signing out.
- [Delete a sub-administration](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/delete-a-sub-administration.md): Remove a sub-administration you no longer use.
- [Sync settings to sub-administrations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/sync-settings-to-sub-administrations.md): Copy selected settings from your main administration to one or more sub-administrations.
- [What you can sync to sub-administrations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/what-you-can-sync-to-sub-administrations.md): Review the settings and setup items you can copy to sub-administrations.
- [Use sub-administrations in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/use-sub-administrations-in-the-mobile-app.md): Switch between administrations in the OutSmart app.
- [Manage permissions for Sub-administrations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/manage-permissions-for-sub-administrations.md): Decide who can view, create, and delete sub-administrations.
- [Manage Sub-administration capacity](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/manage-sub-administration-capacity.md): Check how many sub-administrations you can still create.
- [Requirements for Sub-administrations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/sub-administrations/requirements-for-sub-administrations.md): Check what you need before you start using Sub-administrations.
- [Tasks](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks.md): Activate Tasks, create follow-ups, organize categories, and manage task work in the BackOffice and app.
- [What is Tasks?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/what-is-tasks.md): Understand what Tasks does, where it fits in OutSmart, and when to use it.
- [Activate Tasks](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/activate-tasks.md): Enable Tasks in Feature Settings so task screens become available in the BackOffice and app.
- [Create a task from a customer card](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-a-customer-card.md): Create a task directly from a customer so the relation is already linked.
- [Create a task from the start menu](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-the-start-menu.md): Create a task from anywhere in the BackOffice through the quick-create menu.
- [Set up task categories](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/set-up-task-categories.md): Create task categories so you can organize and filter tasks more clearly.
- [Understand task statuses](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/understand-task-statuses.md): Learn what each task status means and how status changes affect task follow-up.
- [Understand task priority](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/understand-task-priority.md): Use priority levels to sort tasks and focus on the work that matters first.
- [Set task owner and assignees](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/set-task-owner-and-assignees.md): Assign ownership and working responsibility so tasks are clearly owned and executed.
- [Set task dates and deadlines](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/set-task-dates-and-deadlines.md): Add start and due dates so tasks stay planned and overdue work is visible.
- [Link tasks to work orders, invoices, quotations, and projects](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/link-tasks-to-work-orders-invoices-quotations-and-projects.md): Keep task follow-up connected to the right business record.
- [Filter and search tasks](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/filter-and-search-tasks.md): Use filters and search to find the right tasks faster in the BackOffice.
- [Use tasks in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/use-tasks-in-the-mobile-app.md): View, update, and manage tasks in the OutSmart app on iOS and Android.
- [Configure task device policies](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/configure-task-device-policies.md): Control which task actions employees can use in the mobile app.
- [Use tasks in automations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/use-tasks-in-automations.md): Create or update task follow-up through automations in OutSmart.
- [Configure task overview fields](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/configure-task-overview-fields.md): Choose which task fields employees see in the task overview on mobile.
- [Timesheets](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/timesheets.md): Set up Timesheets, register hours in the app, and manage approval and reporting in the BackOffice.
- [What is Timesheets?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/timesheets/what-is-timesheets.md): Understand what Time Sheets does, when to use it, and what you manage with it.
- [Set up employees and working hours](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/timesheets/set-up-employees-and-working-hours.md): Set availability and default working hours per employee for Timesheets.
- [Set up hour types and rates](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/timesheets/set-up-hour-types-and-rates.md): Create hour types for working time, travel time, and exceptional hours with the correct rates.
- [Register hours in the app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/timesheets/register-hours-in-the-app.md): Register hours on work orders or as separate entries, including expenses and mileage.
- [Review and export hours](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/timesheets/review-and-export-hours.md): Check submitted hours, change statuses, and export reports from the BackOffice.
- [Timesheet licenses](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/timesheets/timesheet-licenses.md): Add separate time registration access for employees who only submit hours, mileage, or expenses.
- [Unlimited Automations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations.md): Everything about activating, setting up, managing, and using Unlimited Automations in OutSmart.
- [What is Unlimited Automations?](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/what-is-unlimited-automations.md): Understand what Unlimited Automations is, when you need it, and how it works in OutSmart.
- [Activate Unlimited Automations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/activate-unlimited-automations.md): Activate Automations unlimited through the Marketplace or use Maximize.
- [Create a new automation in OutSmart](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/create-a-new-automation-in-outsmart.md): Create your first automation with a name, trigger, criteria, and actions.
- [Automations for Work Orders](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-work-orders.md): Use automations for work order status, price management, and notifications.
- [Automations for Customer Portal](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-customer-portal.md): Automate portal requests, emails, and follow-up in the Customer Portal.
- [Automations for CRM+](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-crm+.md): Automate follow-up, tasks, and status-based actions within CRM+.
- [Automations for Invoices, Quotations, and Contracts](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-invoices-quotations-and-contracts.md): Automate administrative processes across multiple modules.
- [Manage and monitor existing automations](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/manage-and-monitor-existing-automations.md): Edit, review, and monitor your automations from one central overview.
- [Automation ideas for OutSmart](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automation-ideas-for-outsmart.md): Practical examples to get value from Unlimited Automations quickly.
- [Workflows](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows.md): Set required steps for field employees when they complete a work order in the app.
- [Introduction to Workflows](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows/introduction-to-workflows.md): Understand what Workflows does, how it guides employees, and when to use it.
- [Create and manage workflows](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows/create-and-manage-workflows.md): Create a workflow, link it to work types, order the steps, and keep it up to date.
- [Workflow step types](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows/workflow-step-types.md): Learn which workflow steps are available and how to use the most common ones.
- [Validate workflow setup](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows/validate-workflow-setup.md): Fix common configuration errors before employees use a workflow in the app.
- [Workflow settings and device policies](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows/workflow-settings-and-device-policies.md): Control what employees can see and edit during a workflow in the mobile app.
- [Use workflows in the mobile app](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows/use-workflows-in-the-mobile-app.md): See how employees move through workflow steps in the OutSmart app.
- [Extra's](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/extras.md)
- [Day pass](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/extras/day-pass.md): Use Day pass as a separate add-on for temporary user access in OutSmart.
- [SMS](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/extras/sms.md): Use SMS as a separate credit-based add-on for notifications and communication.
- [Integrations](https://knowledge.out-smart.com/integrations/integrations.md): Connect OutSmart with other software and manage data flow between systems.
- [What are Integrations?](https://knowledge.out-smart.com/integrations/integrations/what-are-integrations.md): Understand what integrations are, how data moves, and when to use them.
- [Set up a software integration](https://knowledge.out-smart.com/integrations/integrations/set-up-a-software-integration.md): Purchase the integration, open its settings, and run the first sync.
- [Integrations FAQ](https://knowledge.out-smart.com/integrations/integrations/integrations-faq.md): Quick answers about using, locating, and combining integrations in OutSmart.
- [AFAS](https://knowledge.out-smart.com/integrations/integrations/afas.md): AFAS connects to OutSmart through Synbase, who handles setup and support.
- [AccountView](https://knowledge.out-smart.com/integrations/integrations/accountview.md): Connect OutSmart with AccountView and manage customer, article, project, and financial sync.
- [What is AccountView?](https://knowledge.out-smart.com/integrations/integrations/accountview/what-is-accountview.md): Understand what AccountView syncs with OutSmart and how the connection works.
- [Set up AccountView](https://knowledge.out-smart.com/integrations/integrations/accountview/set-up-accountview.md): Connect OutSmart to your AccountView account and choose the administration to sync.
- [Configure AccountView imports](https://knowledge.out-smart.com/integrations/integrations/accountview/configure-accountview-imports.md): Choose which data OutSmart imports from AccountView and how each import behaves.
- [Configure AccountView exports](https://knowledge.out-smart.com/integrations/integrations/accountview/configure-accountview-exports.md): Choose how OutSmart exports customers, materials, invoices, and sales orders to AccountView.
- [Troubleshoot AccountView](https://knowledge.out-smart.com/integrations/integrations/accountview/troubleshoot-accountview.md): Review the log and fix common AccountView connection, import, and export errors.
- [Billit](https://knowledge.out-smart.com/integrations/integrations/billit.md): Connect OutSmart with Billit and manage customer, product, and work order sync.
- [What is Billit?](https://knowledge.out-smart.com/integrations/integrations/billit/what-is-billit.md): Understand what Billit syncs with OutSmart and how the connection works.
- [Set up Billit](https://knowledge.out-smart.com/integrations/integrations/billit/set-up-billit.md): Connect OutSmart to your Billit account and prepare the first sync.
- [Configure Billit imports](https://knowledge.out-smart.com/integrations/integrations/billit/configure-billit-imports.md): Choose which customers and products OutSmart imports from Billit.
- [Configure Billit exports](https://knowledge.out-smart.com/integrations/integrations/billit/configure-billit-exports.md): Choose how OutSmart exports completed work orders to Billit.
- [Troubleshoot Billit](https://knowledge.out-smart.com/integrations/integrations/billit/troubleshoot-billit.md): Review the log and fix common Billit sync and export errors.
- [Bouwsoft](https://knowledge.out-smart.com/integrations/integrations/bouwsoft.md): Connect OutSmart with Bouwsoft and manage employee, customer, material, project, and work order sync.
- [What is Bouwsoft?](https://knowledge.out-smart.com/integrations/integrations/bouwsoft/what-is-bouwsoft.md): Understand what Bouwsoft syncs with OutSmart and how the connection works.
- [Set up Bouwsoft](https://knowledge.out-smart.com/integrations/integrations/bouwsoft/set-up-bouwsoft.md): Connect OutSmart to your Bouwsoft account and choose the right administration.
- [Configure Bouwsoft imports](https://knowledge.out-smart.com/integrations/integrations/bouwsoft/configure-bouwsoft-imports.md): Choose which employees, materials, customers, projects, and assignments OutSmart imports from Bouwsoft.
- [Configure Bouwsoft exports](https://knowledge.out-smart.com/integrations/integrations/bouwsoft/configure-bouwsoft-exports.md): Choose how OutSmart exports completed work orders, invoices, and actual costs to Bouwsoft.
- [Troubleshoot Bouwsoft](https://knowledge.out-smart.com/integrations/integrations/bouwsoft/troubleshoot-bouwsoft.md): Review the log and fix common Bouwsoft connection, import, and export errors.
- [Cash](https://knowledge.out-smart.com/integrations/integrations/cash.md): Connect OutSmart with Cash and manage customer, item, employee, warehouse, and work order sync.
- [What is Cash?](https://knowledge.out-smart.com/integrations/integrations/cash/what-is-cash.md): Understand what Cash syncs with OutSmart, how the connection works, and what to expect from the sync.
- [Set up Cash](https://knowledge.out-smart.com/integrations/integrations/cash/set-up-cash.md): Connect OutSmart to your Cash account, choose the administration, and save the integration settings.
- [Configure Cash imports](https://knowledge.out-smart.com/integrations/integrations/cash/configure-cash-imports.md): Choose which data OutSmart imports from Cash and understand how each import behaves.
- [Configure Cash exports](https://knowledge.out-smart.com/integrations/integrations/cash/configure-cash-exports.md): Choose how OutSmart exports completed work orders to Cash and what extra data to include.
- [Troubleshoot Cash](https://knowledge.out-smart.com/integrations/integrations/cash/troubleshoot-cash.md): Review the log and fix common Cash connection, import, and export errors.
- [Custom API Connection](https://knowledge.out-smart.com/integrations/integrations/custom-api-connection.md): Start here to build your own integration with OutSmart. Learn which API path applies and how to order a Custom API Connection.
- [EasyBill](https://knowledge.out-smart.com/integrations/integrations/easybill.md): Connect OutSmart with EasyBill and manage customer, product, hour type, and work order sync.
- [What is EasyBill?](https://knowledge.out-smart.com/integrations/integrations/easybill/what-is-easybill.md): Understand what EasyBill syncs with OutSmart, how the connection works, and which plan to choose.
- [Set up EasyBill](https://knowledge.out-smart.com/integrations/integrations/easybill/set-up-easybill.md): Connect OutSmart to your EasyBill account with your API key and choose the right plan.
- [Configure EasyBill imports](https://knowledge.out-smart.com/integrations/integrations/easybill/configure-easybill-imports.md): Choose which data OutSmart imports from EasyBill and how each import behaves.
- [Configure EasyBill exports](https://knowledge.out-smart.com/integrations/integrations/easybill/configure-easybill-exports.md): Choose how OutSmart exports completed work orders to EasyBill and what extra data to include.
- [Troubleshoot EasyBill](https://knowledge.out-smart.com/integrations/integrations/easybill/troubleshoot-easybill.md): Review the log and fix common EasyBill connection, import, and export errors.
- [eBoekhouden](https://knowledge.out-smart.com/integrations/integrations/eboekhouden.md): Connect OutSmart with eBoekhouden and control relation, item, and invoice sync.
- [What is eBoekhouden?](https://knowledge.out-smart.com/integrations/integrations/eboekhouden/what-is-eboekhouden.md): Understand what eBoekhouden syncs with OutSmart and which limits apply.
- [Set up eBoekhouden](https://knowledge.out-smart.com/integrations/integrations/eboekhouden/set-up-eboekhouden.md): Connect OutSmart to your eBoekhouden account with your login details.
- [Configure eBoekhouden imports](https://knowledge.out-smart.com/integrations/integrations/eboekhouden/configure-eboekhouden-imports.md): Choose which relations, products, and services OutSmart imports from eBoekhouden.
- [Configure eBoekhouden exports](https://knowledge.out-smart.com/integrations/integrations/eboekhouden/configure-eboekhouden-exports.md): Choose which work orders, invoices, and relations OutSmart exports to eBoekhouden.
- [Troubleshoot eBoekhouden](https://knowledge.out-smart.com/integrations/integrations/eboekhouden/troubleshoot-eboekhouden.md): Review the log and fix common eBoekhouden sync errors.
- [Exact Online](https://knowledge.out-smart.com/integrations/integrations/exact-online.md): Connect OutSmart with Exact Online and manage customer, item, order, and invoice sync.
- [What is Exact Online?](https://knowledge.out-smart.com/integrations/integrations/exact-online/what-is-exact-online.md): Understand what Exact Online syncs with OutSmart and how Basic and Pro differ.
- [Set up Exact Online](https://knowledge.out-smart.com/integrations/integrations/exact-online/set-up-exact-online.md): Connect OutSmart to your Exact Online account and choose the right administration.
- [Configure Exact Online imports](https://knowledge.out-smart.com/integrations/integrations/exact-online/configure-exact-online-imports.md): Choose which relations, items, payments, and advanced records OutSmart imports from Exact Online.
- [Configure Exact Online exports](https://knowledge.out-smart.com/integrations/integrations/exact-online/configure-exact-online-exports.md): Choose how OutSmart exports work orders, customers, lines, PDFs, and VAT settings to Exact Online.
- [Troubleshoot Exact Online](https://knowledge.out-smart.com/integrations/integrations/exact-online/troubleshoot-exact-online.md): Review the log and fix common Exact Online sync and export errors.
- [Gripp](https://knowledge.out-smart.com/integrations/integrations/gripp.md): Connect OutSmart with Gripp and manage relation, product, employee, sales order, and invoice sync.
- [What is Gripp?](https://knowledge.out-smart.com/integrations/integrations/gripp/what-is-gripp.md): Understand what Gripp syncs with OutSmart, how the connection works, and what to expect from the sync.
- [Set up Gripp](https://knowledge.out-smart.com/integrations/integrations/gripp/set-up-gripp.md): Connect OutSmart to your Gripp account with your API key and prepare the first sync.
- [Configure Gripp imports](https://knowledge.out-smart.com/integrations/integrations/gripp/configure-gripp-imports.md): Choose which relations, products, employees, and sales orders OutSmart imports from Gripp.
- [Configure Gripp exports](https://knowledge.out-smart.com/integrations/integrations/gripp/configure-gripp-exports.md): Choose how OutSmart sends completed work orders, invoices, and new records back to Gripp.
- [Troubleshoot Gripp](https://knowledge.out-smart.com/integrations/integrations/gripp/troubleshoot-gripp.md): Review the log and fix common Gripp connection, import, and export errors.
- [Jortt](https://knowledge.out-smart.com/integrations/integrations/jortt.md): Connect OutSmart with Jortt to import customers and export completed work orders as invoices.
- [What is Jortt?](https://knowledge.out-smart.com/integrations/integrations/jortt/what-is-jortt.md): Understand what Jortt syncs with OutSmart, what it needs, and which system leads.
- [Set up Jortt](https://knowledge.out-smart.com/integrations/integrations/jortt/set-up-jortt.md): Connect OutSmart to your Jortt account, and learn how to disconnect or cancel the integration.
- [Configure Jortt imports](https://knowledge.out-smart.com/integrations/integrations/jortt/configure-jortt-imports.md): Import customers from Jortt into OutSmart and choose how the email address is used.
- [Configure Jortt exports](https://knowledge.out-smart.com/integrations/integrations/jortt/configure-jortt-exports.md): Export completed work orders to Jortt as concept invoices, and export new customers.
- [Troubleshoot Jortt](https://knowledge.out-smart.com/integrations/integrations/jortt/troubleshoot-jortt.md): Review the Jortt sync log and fix common connection, import, and export errors.
- [King](https://knowledge.out-smart.com/integrations/integrations/king.md): Connect OutSmart with King and manage customer, product, rate, and order sync.
- [What is King?](https://knowledge.out-smart.com/integrations/integrations/king/what-is-king.md): Understand what King syncs with OutSmart, how the connection works, and what to expect from the sync.
- [Set up King](https://knowledge.out-smart.com/integrations/integrations/king/set-up-king.md): Connect OutSmart to your King account, choose the administration, and save the integration settings.
- [Configure King imports](https://knowledge.out-smart.com/integrations/integrations/king/configure-king-imports.md): Choose which data OutSmart imports from King and understand how each import behaves.
- [Configure King exports](https://knowledge.out-smart.com/integrations/integrations/king/configure-king-exports.md): Choose how OutSmart exports completed work orders to King and what extra data to include.
- [Troubleshoot King](https://knowledge.out-smart.com/integrations/integrations/king/troubleshoot-king.md): Review the log and fix common King connection, import, and export errors.
- [Moloni](https://knowledge.out-smart.com/integrations/integrations/moloni.md): Connect OutSmart with Moloni and manage customer, product, and work order sync.
- [What is Moloni?](https://knowledge.out-smart.com/integrations/integrations/moloni/what-is-moloni.md): Understand what Moloni syncs with OutSmart and how Moloni and Moloni Spain differ.
- [Set up Moloni](https://knowledge.out-smart.com/integrations/integrations/moloni/set-up-moloni.md): Connect OutSmart to your Moloni account and choose the administration you want to sync.
- [Configure Moloni imports](https://knowledge.out-smart.com/integrations/integrations/moloni/configure-moloni-imports.md): Choose which data OutSmart imports from Moloni and understand the differences between Moloni and Moloni Spain.
- [Configure Moloni exports](https://knowledge.out-smart.com/integrations/integrations/moloni/configure-moloni-exports.md): Choose how OutSmart exports completed work orders to Moloni and Moloni Spain.
- [Troubleshoot Moloni](https://knowledge.out-smart.com/integrations/integrations/moloni/troubleshoot-moloni.md): Use the log to resolve common Moloni connection, import, and export errors.
- [MoneyBird](https://knowledge.out-smart.com/integrations/integrations/moneybird.md): Connect OutSmart with MoneyBird and manage contact, item, hour type, and invoice sync.
- [What is MoneyBird?](https://knowledge.out-smart.com/integrations/integrations/moneybird/what-is-moneybird.md): Understand what MoneyBird syncs with OutSmart, what it requires, and which system should lead.
- [Set up MoneyBird](https://knowledge.out-smart.com/integrations/integrations/moneybird/set-up-moneybird.md): Connect OutSmart to your MoneyBird account and run the first sync.
- [Configure MoneyBird imports](https://knowledge.out-smart.com/integrations/integrations/moneybird/configure-moneybird-imports.md): Choose which contacts, products, and hour types OutSmart imports from MoneyBird.
- [Configure MoneyBird exports](https://knowledge.out-smart.com/integrations/integrations/moneybird/configure-moneybird-exports.md): Choose which customers, items, hour types, and invoices OutSmart exports to MoneyBird.
- [Troubleshoot MoneyBird](https://knowledge.out-smart.com/integrations/integrations/moneybird/troubleshoot-moneybird.md): Review the sync log and fix common MoneyBird connection, import, and export errors.
- [Multiverse\_Online](https://knowledge.out-smart.com/integrations/integrations/multiverse_online.md): Connect OutSmart with Multiverse\_Online and manage customer, product, order, invoice, and payment sync.
- [What is Multiverse\_Online?](https://knowledge.out-smart.com/integrations/integrations/multiverse_online/what-is-multiverse_online.md): Understand what Multiverse\_Online syncs with OutSmart and how the connection works.
- [Set up Multiverse\_Online](https://knowledge.out-smart.com/integrations/integrations/multiverse_online/set-up-multiverse_online.md): Connect OutSmart to your Multiverse\_Online account and choose the administration to sync.
- [Configure Multiverse\_Online imports](https://knowledge.out-smart.com/integrations/integrations/multiverse_online/configure-multiverse_online-imports.md): Choose which data OutSmart imports from Multiverse\_Online and how each import behaves.
- [Configure Multiverse\_Online exports](https://knowledge.out-smart.com/integrations/integrations/multiverse_online/configure-multiverse_online-exports.md): Choose how OutSmart exports work orders and invoices to Multiverse\_Online.
- [Troubleshoot Multiverse\_Online](https://knowledge.out-smart.com/integrations/integrations/multiverse_online/troubleshoot-multiverse_online.md): Review the log and fix common Multiverse\_Online sync and export errors.
- [Perfectview](https://knowledge.out-smart.com/integrations/integrations/perfectview.md): Connect OutSmart with Perfectview and manage CRM, work order, and invoice sync.
- [What is Perfectview?](https://knowledge.out-smart.com/integrations/integrations/perfectview/what-is-perfectview.md): Understand what Perfectview syncs with OutSmart and how the integration works.
- [Set up Perfectview](https://knowledge.out-smart.com/integrations/integrations/perfectview/set-up-perfectview.md): Connect OutSmart to your Perfectview account and choose the right administration.
- [Configure Perfectview imports](https://knowledge.out-smart.com/integrations/integrations/perfectview/configure-perfectview-imports.md): Choose which data OutSmart imports from Perfectview and how each import behaves.
- [Configure Perfectview exports](https://knowledge.out-smart.com/integrations/integrations/perfectview/configure-perfectview-exports.md): Choose what OutSmart exports to Perfectview when work orders change or complete.
- [Troubleshoot Perfectview](https://knowledge.out-smart.com/integrations/integrations/perfectview/troubleshoot-perfectview.md): Review the log and fix common Perfectview sync and export errors.
- [Silvasoft](https://knowledge.out-smart.com/integrations/integrations/silvasoft.md): Connect OutSmart with Silvasoft and manage customer, product, order, and invoice sync.
- [What is Silvasoft?](https://knowledge.out-smart.com/integrations/integrations/silvasoft/what-is-silvasoft.md): Understand what Silvasoft syncs with OutSmart and how the connection works.
- [Set up Silvasoft](https://knowledge.out-smart.com/integrations/integrations/silvasoft/set-up-silvasoft.md): Connect OutSmart to your Silvasoft account with your username and API key.
- [Configure Silvasoft imports](https://knowledge.out-smart.com/integrations/integrations/silvasoft/configure-silvasoft-imports.md): Choose which customers, products, hour types, and orders OutSmart imports from Silvasoft.
- [Configure Silvasoft exports](https://knowledge.out-smart.com/integrations/integrations/silvasoft/configure-silvasoft-exports.md): Choose how OutSmart exports completed work orders to Silvasoft as invoices.
- [Troubleshoot Silvasoft](https://knowledge.out-smart.com/integrations/integrations/silvasoft/troubleshoot-silvasoft.md): Review the log and fix common Silvasoft connection, import, and export errors.
- [SnelStart\_Online](https://knowledge.out-smart.com/integrations/integrations/snelstart_online.md): Connect OutSmart with SnelStart Online and manage customer, item, order, and invoice sync.
- [What is SnelStart Online?](https://knowledge.out-smart.com/integrations/integrations/snelstart_online/what-is-snelstart-online.md): Understand what SnelStart Online syncs with OutSmart and which limits apply.
- [Set up SnelStart Online](https://knowledge.out-smart.com/integrations/integrations/snelstart_online/set-up-snelstart-online.md): Connect OutSmart to your SnelStart Online account with your API key.
- [Configure SnelStart Online imports](https://knowledge.out-smart.com/integrations/integrations/snelstart_online/configure-snelstart-online-imports.md): Choose which data OutSmart imports from SnelStart Online and how each import behaves.
- [Configure SnelStart Online exports](https://knowledge.out-smart.com/integrations/integrations/snelstart_online/configure-snelstart-online-exports.md): Choose how OutSmart exports work orders and related data to SnelStart Online.
- [Troubleshoot SnelStart Online](https://knowledge.out-smart.com/integrations/integrations/snelstart_online/troubleshoot-snelstart-online.md): Review the log and fix common SnelStart Online sync errors.
- [Teamleader](https://knowledge.out-smart.com/integrations/integrations/teamleader.md): Connect OutSmart with Teamleader and manage company, contact, product, employee, and draft invoice sync.
- [What is Teamleader?](https://knowledge.out-smart.com/integrations/integrations/teamleader/what-is-teamleader.md): Understand what Teamleader syncs with OutSmart and how the connection works.
- [Set up Teamleader](https://knowledge.out-smart.com/integrations/integrations/teamleader/set-up-teamleader.md): Connect OutSmart to your Teamleader account and run the first sync.
- [Configure Teamleader imports](https://knowledge.out-smart.com/integrations/integrations/teamleader/configure-teamleader-imports.md): Choose which companies, contacts, products, and employees OutSmart imports from Teamleader.
- [Configure Teamleader exports](https://knowledge.out-smart.com/integrations/integrations/teamleader/configure-teamleader-exports.md): Choose how OutSmart exports completed work orders to Teamleader as draft invoices.
- [Troubleshoot Teamleader](https://knowledge.out-smart.com/integrations/integrations/teamleader/troubleshoot-teamleader.md): Review the log and fix common Teamleader connection, import, and export errors.
- [Testo ProHeat](https://knowledge.out-smart.com/integrations/integrations/testo-proheat.md): Connect OutSmart with Testo ProHeat and ProCool to sync customers, appliances, and compliance work.
- [What is Testo ProHeat?](https://knowledge.out-smart.com/integrations/integrations/testo-proheat/what-is-testo-proheat.md): Understand what Testo ProHeat syncs with OutSmart and when to use it.
- [Set up Testo ProHeat](https://knowledge.out-smart.com/integrations/integrations/testo-proheat/set-up-testo-proheat.md): Connect OutSmart to your Testo account with your security key.
- [Configure Testo ProHeat imports](https://knowledge.out-smart.com/integrations/integrations/testo-proheat/configure-testo-proheat-imports.md): Choose which customers and appliances OutSmart imports from Testo.
- [Configure Testo ProHeat exports](https://knowledge.out-smart.com/integrations/integrations/testo-proheat/configure-testo-proheat-exports.md): Choose when completed work orders export from OutSmart to Testo.
- [Troubleshoot Testo ProHeat](https://knowledge.out-smart.com/integrations/integrations/testo-proheat/troubleshoot-testo-proheat.md): Review the log and fix common Testo ProHeat sync and export errors.
- [TOPdesk](https://knowledge.out-smart.com/integrations/integrations/topdesk.md): Connect OutSmart with TOPdesk and manage call imports and work order exports.
- [What is TOPdesk?](https://knowledge.out-smart.com/integrations/integrations/topdesk/what-is-topdesk.md): Understand what TOPdesk connects, how data moves, and what to expect from the sync.
- [Set up TOPdesk](https://knowledge.out-smart.com/integrations/integrations/topdesk/set-up-topdesk.md): Connect OutSmart to TOPdesk with your operator username, application password, and domain.
- [Configure TOPdesk imports](https://knowledge.out-smart.com/integrations/integrations/topdesk/configure-topdesk-imports.md): Choose which TOPdesk calls, branches, contacts, and operators OutSmart imports.
- [Configure TOPdesk exports](https://knowledge.out-smart.com/integrations/integrations/topdesk/configure-topdesk-exports.md): Choose what OutSmart sends back to TOPdesk when a linked work order is completed.
- [Troubleshoot TOPdesk](https://knowledge.out-smart.com/integrations/integrations/topdesk/troubleshoot-topdesk.md): Review the log and fix common TOPdesk connection, import, and export errors.
- [TrackJack](https://knowledge.out-smart.com/integrations/integrations/trackjack.md): Connect OutSmart with TrackJack and import drivers, vehicles, locations, routes, and hours.
- [What is TrackJack?](https://knowledge.out-smart.com/integrations/integrations/trackjack/what-is-trackjack.md): Understand what TrackJack imports into OutSmart and how the sync works.
- [Set up TrackJack](https://knowledge.out-smart.com/integrations/integrations/trackjack/set-up-trackjack.md): Connect OutSmart to your TrackJack account and choose what to import.
- [Link TrackJack drivers to employees](https://knowledge.out-smart.com/integrations/integrations/trackjack/link-trackjack-drivers-to-employees.md): Map TrackJack drivers to OutSmart employees so routes and hours book correctly.
- [Import routes and hours from TrackJack](https://knowledge.out-smart.com/integrations/integrations/trackjack/import-routes-and-hours-from-trackjack.md): Import trips, travel time, and parked hours from TrackJack into OutSmart.
- [Troubleshoot TrackJack](https://knowledge.out-smart.com/integrations/integrations/trackjack/troubleshoot-trackjack.md): Use the log and fix common TrackJack connection and import issues.
- [Twinfield](https://knowledge.out-smart.com/integrations/integrations/twinfield.md): Connect OutSmart with Twinfield and manage customer, product, project, and hour booking sync.
- [What is Twinfield?](https://knowledge.out-smart.com/integrations/integrations/twinfield/what-is-twinfield.md): Understand what Twinfield syncs with OutSmart and how the connection works.
- [Set up Twinfield](https://knowledge.out-smart.com/integrations/integrations/twinfield/set-up-twinfield.md): Connect OutSmart to your Twinfield account and choose the administration to sync.
- [Configure Twinfield imports](https://knowledge.out-smart.com/integrations/integrations/twinfield/configure-twinfield-imports.md): Choose which employees, projects, materials, hour types, and relations OutSmart imports from Twinfield.
- [Configure Twinfield exports](https://knowledge.out-smart.com/integrations/integrations/twinfield/configure-twinfield-exports.md): Choose how OutSmart exports completed work orders to Twinfield as invoices or hour bookings.
- [Troubleshoot Twinfield](https://knowledge.out-smart.com/integrations/integrations/twinfield/troubleshoot-twinfield.md): Review the log and fix common Twinfield connection, import, and export errors.
- [VISMA eAccounting](https://knowledge.out-smart.com/integrations/integrations/visma-eaccounting.md): Connect OutSmart with VISMA eAccounting and manage customer, item, project, order, and invoice sync.
- [What is VISMA eAccounting?](https://knowledge.out-smart.com/integrations/integrations/visma-eaccounting/what-is-visma-eaccounting.md): Understand what VISMA eAccounting syncs with OutSmart and how the connection works.
- [Set up VISMA eAccounting](https://knowledge.out-smart.com/integrations/integrations/visma-eaccounting/set-up-visma-eaccounting.md): Connect OutSmart to your VISMA eAccounting account and prepare the first sync.
- [Configure VISMA eAccounting imports](https://knowledge.out-smart.com/integrations/integrations/visma-eaccounting/configure-visma-eaccounting-imports.md): Choose which customers, items, projects, and sales orders OutSmart imports from VISMA eAccounting.
- [Configure VISMA eAccounting exports](https://knowledge.out-smart.com/integrations/integrations/visma-eaccounting/configure-visma-eaccounting-exports.md): Choose how OutSmart exports work orders, customers, and materials to VISMA eAccounting.
- [Troubleshoot VISMA eAccounting](https://knowledge.out-smart.com/integrations/integrations/visma-eaccounting/troubleshoot-visma-eaccounting.md): Review the sync log and fix common VISMA eAccounting connection, import, and export errors.
- [VISMA.net](https://knowledge.out-smart.com/integrations/integrations/visma.net.md): Connect OutSmart with VISMA.net and manage employee, item, project, customer, and work order sync.
- [What is VISMA.net?](https://knowledge.out-smart.com/integrations/integrations/visma.net/what-is-visma.net.md): Understand what VISMA.net syncs with OutSmart and how the connection works.
- [Set up VISMA.net](https://knowledge.out-smart.com/integrations/integrations/visma.net/set-up-visma.net.md): Connect OutSmart to your VISMA.net account and save the first setup.
- [Configure VISMA.net imports](https://knowledge.out-smart.com/integrations/integrations/visma.net/configure-visma.net-imports.md): Choose which employees, items, projects, customers, and sales orders OutSmart imports from VISMA.net.
- [Configure VISMA.net exports](https://knowledge.out-smart.com/integrations/integrations/visma.net/configure-visma.net-exports.md): Choose how OutSmart exports completed work orders to VISMA.net as sales orders or sales invoices.
- [Troubleshoot VISMA.net](https://knowledge.out-smart.com/integrations/integrations/visma.net/troubleshoot-visma.net.md): Review the log and fix common VISMA.net connection, import, and export errors.
- [WeFact](https://knowledge.out-smart.com/integrations/integrations/wefact.md): Connect OutSmart with WeFact and manage customer, product, quotation, and work order sync.
- [What is WeFact?](https://knowledge.out-smart.com/integrations/integrations/wefact/what-is-wefact.md): Understand what WeFact syncs with OutSmart and how the integration works.
- [Set up WeFact](https://knowledge.out-smart.com/integrations/integrations/wefact/set-up-wefact.md): Connect OutSmart to your WeFact account with your security code and save the first setup.
- [Configure WeFact imports](https://knowledge.out-smart.com/integrations/integrations/wefact/configure-wefact-imports.md): Choose which products, customers, hour types, groups, and quotations OutSmart imports from WeFact.
- [Configure WeFact exports](https://knowledge.out-smart.com/integrations/integrations/wefact/configure-wefact-exports.md): Choose how OutSmart exports completed work orders to WeFact and what extra data to include.
- [Troubleshoot WeFact](https://knowledge.out-smart.com/integrations/integrations/wefact/troubleshoot-wefact.md): Review the log and fix common WeFact connection, import, and export errors.
- [Yuki](https://knowledge.out-smart.com/integrations/integrations/yuki.md): Connect OutSmart with Yuki and manage relation imports and invoice exports.
- [What is Yuki?](https://knowledge.out-smart.com/integrations/integrations/yuki/what-is-yuki.md): Understand what Yuki syncs with OutSmart and what you need before you start.
- [Set up Yuki](https://knowledge.out-smart.com/integrations/integrations/yuki/set-up-yuki.md): Connect OutSmart to your Yuki account with your API key and choose the right administration.
- [Configure Yuki imports](https://knowledge.out-smart.com/integrations/integrations/yuki/configure-yuki-imports.md): Choose which relations OutSmart imports from Yuki and control the starting point of the sync.
- [Configure Yuki exports](https://knowledge.out-smart.com/integrations/integrations/yuki/configure-yuki-exports.md): Choose how OutSmart exports work orders and invoices to Yuki as sales invoices.
- [Troubleshoot Yuki](https://knowledge.out-smart.com/integrations/integrations/yuki/troubleshoot-yuki.md): Review the log and fix common Yuki connection, import, and export errors.
- [Beta Programs](https://knowledge.out-smart.com/beta-programs/beta-programs.md): Try new OutSmart features early, join open betas, and share feedback.
- [Advanced Project-Quotation Integration](https://knowledge.out-smart.com/beta-programs/beta-programs/advanced-project-quotation-integration.md): Turn approved quotations into projects and keep the quote linked.
- [AI Features](https://knowledge.out-smart.com/beta-programs/beta-programs/ai-features.md): Follow the upcoming AI beta and register interest before it opens.
- [Planboard routes](https://knowledge.out-smart.com/beta-programs/beta-programs/planboard-routes.md): Show route order and travel details directly on the planning board.
- [Proforma invoicing](https://knowledge.out-smart.com/beta-programs/beta-programs/proforma-invoicing.md): Create a proforma document first, then generate the final invoice from the same data.
- [Quotation & Invoice Sections](https://knowledge.out-smart.com/beta-programs/beta-programs/quotation-and-invoice-sections.md): Group document lines into sections with clearer structure and approval options.
- [Quotation photos](https://knowledge.out-smart.com/beta-programs/beta-programs/quotation-photos.md): Add images to quotations for clearer offers and PDFs.
- [Known Issues & Workarounds](https://knowledge.out-smart.com/issues-and-troubleshooting/known-issues-and-workarounds.md): Check current known issues and the temporary workarounds that keep you moving.
- [Troubleshooting checklist: start here](https://knowledge.out-smart.com/issues-and-troubleshooting/troubleshooting-checklist-start-here.md): The first thing to check before troubleshooting any mobile app or BackOffice problem. Update the app first, and clear your browser if the issue is in the BackOffice.

## OpenAPI

- [OutSmart](https://knowledge.out-smart.com/openapi/outsmart.md)
- [Changelog](https://knowledge.out-smart.com/openapi/changelog.md)
- [9.2.10](https://knowledge.out-smart.com/openapi/changelog/9.2.10.md)
- [Authentication](https://knowledge.out-smart.com/openapi/authentication.md)
- [Https required](https://knowledge.out-smart.com/openapi/https-required.md)
- [Response](https://knowledge.out-smart.com/openapi/response.md)
- [Workorder status](https://knowledge.out-smart.com/openapi/workorder-status.md)
- [API workflow](https://knowledge.out-smart.com/openapi/workorder-status/api-workflow.md)
- [Advanced filters](https://knowledge.out-smart.com/openapi/advanced-filters.md)
- [Addresses](https://knowledge.out-smart.com/openapi/addresses.md)
- [Categories](https://knowledge.out-smart.com/openapi/categories.md)
- [Contactpersons](https://knowledge.out-smart.com/openapi/contactpersons.md)
- [Delete](https://knowledge.out-smart.com/openapi/delete.md)
- [Documents](https://knowledge.out-smart.com/openapi/documents.md)
- [Employees](https://knowledge.out-smart.com/openapi/employees.md)
- [Errors](https://knowledge.out-smart.com/openapi/errors.md)
- [Expense Categories](https://knowledge.out-smart.com/openapi/expense-categories.md)
- [Forms](https://knowledge.out-smart.com/openapi/forms.md)
- [Freefields](https://knowledge.out-smart.com/openapi/freefields.md)
- [Generic Notes](https://knowledge.out-smart.com/openapi/generic-notes.md)
- [Generic Update](https://knowledge.out-smart.com/openapi/generic-update.md)
- [Hourtypes](https://knowledge.out-smart.com/openapi/hourtypes.md)
- [Invoices](https://knowledge.out-smart.com/openapi/invoices.md)
- [Invoice Transactions](https://knowledge.out-smart.com/openapi/invoice-transactions.md)
- [Locations](https://knowledge.out-smart.com/openapi/locations.md)
- [Materials](https://knowledge.out-smart.com/openapi/materials.md)
- [Sub Materials](https://knowledge.out-smart.com/openapi/sub-materials.md)
- [Material Categories](https://knowledge.out-smart.com/openapi/material-categories.md)
- [Material Types](https://knowledge.out-smart.com/openapi/material-types.md)
- [Material Translations](https://knowledge.out-smart.com/openapi/material-translations.md)
- [Notes](https://knowledge.out-smart.com/openapi/notes.md)
- [Numbers](https://knowledge.out-smart.com/openapi/numbers.md)
- [Objects](https://knowledge.out-smart.com/openapi/objects.md)
- [Object Parts](https://knowledge.out-smart.com/openapi/object-parts.md)
- [Parts](https://knowledge.out-smart.com/openapi/parts.md)
- [Paymentmethods](https://knowledge.out-smart.com/openapi/paymentmethods.md)
- [Prices](https://knowledge.out-smart.com/openapi/prices.md)
- [Priorities](https://knowledge.out-smart.com/openapi/priorities.md)
- [Projects](https://knowledge.out-smart.com/openapi/projects.md)
- [Project Activities](https://knowledge.out-smart.com/openapi/project-activities.md)
- [Quotations](https://knowledge.out-smart.com/openapi/quotations.md)
- [Quotations Line(s)](https://knowledge.out-smart.com/openapi/quotations-line-s.md)
- [Regions](https://knowledge.out-smart.com/openapi/regions.md)
- [Relations](https://knowledge.out-smart.com/openapi/relations.md)
- [Settings](https://knowledge.out-smart.com/openapi/settings.md)
- [Solutions](https://knowledge.out-smart.com/openapi/solutions.md)
- [Statusses](https://knowledge.out-smart.com/openapi/statusses.md)
- [Suppliers](https://knowledge.out-smart.com/openapi/suppliers.md)
- [Tasks](https://knowledge.out-smart.com/openapi/tasks.md)
- [Time Sheet](https://knowledge.out-smart.com/openapi/time-sheet.md)
- [Values](https://knowledge.out-smart.com/openapi/values.md)
- [VAT](https://knowledge.out-smart.com/openapi/vat.md)
- [Vehicles](https://knowledge.out-smart.com/openapi/vehicles.md)
- [Warehouses](https://knowledge.out-smart.com/openapi/warehouses.md)
- [Warehouse Materials](https://knowledge.out-smart.com/openapi/warehouse-materials.md)
- [Warehouse Transactions](https://knowledge.out-smart.com/openapi/warehouse-transactions.md)
- [Work Orders](https://knowledge.out-smart.com/openapi/work-orders.md)
- [Workstatusses](https://knowledge.out-smart.com/openapi/workstatusses.md)
- [Worktypes](https://knowledge.out-smart.com/openapi/worktypes.md)
- [Models](https://knowledge.out-smart.com/openapi/models.md)

## Data Safety & Backup Policy

- [Data Safety & Backup Policy](https://knowledge.out-smart.com/data-safety-and-backup-policy/data-safety-and-backup-policy.md)

## AI Policy & Usage



---

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