Use forms in the mobile app

Let employees complete forms on work orders in the OutSmart app.

Employees complete forms directly from the work order in the mobile app.

This keeps field data and office data in one flow.

What employees can do in the app

Employees can:

• open linked forms from the work order
• complete required fields
• add photos and signatures when the form allows it
• save progress and continue later

1

Open the work order

Open the work order that contains the form.

2

Open the form

Go to the Forms section of the work order.

Select the form you want to complete.

3

Complete the fields

Fill in the required answers.

Add photos or a signature if the form includes those fields.

4

Save the form

Save the form.

Then continue with the rest of the work order.

The exact screen layout can differ slightly between iOS and Android.

FAQ

Can employees complete forms while on site?

Yes.

That is the main purpose of forms in the app.

Can employees skip required fields?

No.

Required fields must be completed first.

Can employees save progress and continue later?

Yes.

They can return to the form before submitting it.

Related topics

• Link forms to work orders
• Export and print Forms
• Use Forms with objects