What is Object Management?

Understand what Object Management adds to OutSmart and when to use it.

Object Management lets you register and manage customer assets in OutSmart.

Examples include boilers, HVAC units, installations, machines, and other serviced equipment.

What Object Management helps you do

• register equipment per customer or location
• link objects to work orders and forms
• track service history, maintenance, and warranty dates
• organize equipment with templates, parts, and parent-child structures

When to use it

Use Object Management when:

• you service the same equipment more than once
• technicians need context on site
• you want a clear asset history per customer
• you plan work around installed equipment

How it fits in OutSmart

Objects work across multiple parts of OutSmart.

You can create them in the BackOffice.

You can also add or view them from work orders and the mobile app.

Frequently asked questions

Is an object the same as a customer?

No.

A customer is the relation.

An object is the equipment or asset linked to that relation.

Can one customer have multiple objects?

Yes.

You can register multiple objects for the same customer or address.

Do technicians see objects in the app?

Yes, if the feature and the right app settings are available.

Related topics

• Object Management
• OutSmart packages