Object Management

Set up Object Management, create objects, manage assets, and use them across work orders, forms, and the mobile app.

Object Management helps you manage customer assets and equipment in OutSmart.

Use this section to set up the feature, create objects, track history, and use objects in daily service work.

Object Management is part of Asset Management. Availability depends on your package, license, and permissions.

In this guide

• What is Object Management?
• Activate Object Management
• Create objects in the BackOffice
• Create objects from a work order
• Create objects in the mobile app
• Use object templates
• Manage object parts
• Configure object free fields
• Add objects to work orders
• Add objects to forms
• Generate and scan object QR codes
• View object history
• Manage object images
• Use parent and child objects
• Track object state and status
• Manage maintenance and inspection dates
• Manage warranty expiration dates
• Create and manage resources
• Use resources in the Scheduler
• Show objects on the map
• Show recent object activity on the map
• Configure object parameters

What you do with Object Management

• register customer assets and equipment
• link objects to work orders and forms
• track history, maintenance, and warranty data
• manage templates, parts, images, and object relationships

Recommended order

1. Start with What is Object Management?.
2. Then activate Object Management.
3. Next create objects in the BackOffice and decide whether you need object templates or free fields.
4. Then connect objects to daily work through work orders, forms, and the mobile app.
5. Finish with structure and reporting topics such as history, maintenance dates, resources, and object parameters.

Related topics

• OutSmart packages
• Power-Ups