Automations for Work Orders

Use automations for work order status, price management, and notifications.

For many organizations, work orders are the most important process in OutSmart.

Many events around work orders can serve as a trigger.

Think of creation, planning, status changes, or marking a work order as completed.

A well-known example is Price management through automations. As soon as an engineer marks a work order as completed, OutSmart automatically fills in the correct sales price based on price agreements.

1

Check your work order settings

Make sure your work order configuration and any price agreements are set up correctly.

2

Create a new automation

Go to Settings → General → Automation and click Add.

3

Name the automation

For example: Update prices when work order is completed.

4

Choose a work order event

For example, select Work order marked as completed.

5

Add criteria

Filter, for example, by customer, work type, or region.

6

Set the action

For example, choose updating prices or sending a notification.

7

Save

Check the settings and save the automation.

Frequently asked questions

Which events are available for work orders?

Think of events around creation, status changes, and marking as completed. You see the exact list while creating an automation.

Can I update prices automatically?

Yes, if price management is set up correctly.

Can I archive work orders automatically?

That depends on the actions available in your environment.

Related topics

• Price management through automations
• Work Order Settings
• Work Order Status and Stage