> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups.md).

# Marketplace, packages, and Power-Ups

- [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.


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