What is Visual Work Orders?

Understand how a Visual Work Order changes the work order experience in OutSmart.

Visual Work Orders was previously known internally as Topforms - if you've seen that name in older communication, this is the same feature.

Visual Work Orders turn the full work order into a PDF-based document.

Employees complete that document directly in the app.

How Visual Work Orders work

A Visual Work Order starts with a visual template.

You link that template to the right work type.

When you create a work order with that work type, you can use the visual layout.

What Visual Work Orders add

Visual Work Orders help when you need:

• a fixed PDF layout for the full work order
• consistent output per work type
• one document flow instead of separate screens and forms

What stays the same

The work order still belongs to the normal OutSmart process.

Data still stays linked to the work order record.

Frequently asked questions

Can I still use standard work orders too?

Yes.

You can use standard and visual work orders side by side.

Do I need Visual Forms first?

Usually yes.

Visual Work Orders build on the Visual Forms approach.

Is Visual Work Orders available for every account?

No.

It is a beta feature.

Related topics

• Visual Work Orders (beta)
• What is Visual Forms?
• Create a Visual Work Order