Sign and send a work order

Review, sign, preview, and send a completed work order in Android OutSmart NEXT.

Sign and send a work order

Use Sign and send to complete a work order and email it.

Review the job, capture a customer signature, and choose email recipients.

Before you send

Check the client information, delivery address, description, photos, hours, and materials.

The totals show registered hours and materials. Prices appear when your account allows them.

Amounts are shown excluding VAT.

Completion details

Depending on your company setup, set the work status and completion value.

You might also need a signer name, comment, payment method, or signature.

Use saved snippets to insert standard text in supported comment fields.

Send the work order

1

Open Sign and send

Open the completed work order and select Sign and send.

2

Set completion details

Set the work status and mark the job as completed when shown.

Enter Signed by when your company requires it.

3

Choose recipients

Open Sent to and select the contacts that should receive the work order.

Add extra valid email addresses when needed. Remove addresses you added when necessary.

4

Capture the signature

Ask the customer to sign using a finger or stylus.

Use Clear to restart a signature. Save it when complete.

5

Preview and send

Open the preview when your company enables it.

Tap Send and confirm the submission.

Recipients and preview

The recipient list can include client, invoice, company, and employee contacts.

New addresses must use a valid email format.

Preview shows the finished work order before sending.

When sending is unavailable

Complete any highlighted required field first. Required fields vary by company setup.

They can include a comment, work status, completion value, signer name, or signature.

When offline, the app queues the work order. It sends after reconnection.

Related pages

• Completing and submitting a work order
• Uploading photos and documents