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Workflows

Follow the required work order steps in Android OutSmart NEXT.

Workflows

A workflow guides you through a work order one step at a time.

Your company defines the steps and their order. This helps prevent missed work.

What you can do

  • Track completed, active, and remaining steps.

  • Complete required work before you finish the order.

  • Use steps for timers, forms, photos, materials, and signatures.

  • Add comments, free fields, projects, and internal memos.

  • Review history before signing and sending the work order.

How workflows work

Each step opens the matching part of the work order.

Your workflow can include a timer, description, comment, photos, materials, hours, forms, free fields, project, internal memo, history, signature, or send step.

Some steps are optional. Others are required before completion.

Required steps can enforce minimum photos or material lines. They can also require a comment, hours, a completed form, or a signature.

Completed steps show as done. The active step is highlighted. Remaining steps stay open.

Complete a workflow

1

Open the workflow

Open the work order and start its workflow.

The app shows every step for that job.

2

Complete each step

Tap a step and complete the requested information.

Return to the workflow when you finish.

3

Resolve required items

Complete every step marked as required.

Required steps can request photos, hours, materials, forms, comments, or signatures.

4

Sign and send

Open the signature step when the work is done.

Ask the customer to sign on screen. Then open the send step.

When a workflow blocks completion

A required step is incomplete.

Check unfinished steps for missing photos, materials, hours, forms, comments, or signatures.

You can add more photos or materials than the configured minimum.

Workflow availability

Your company decides which workflow steps appear.

Steps can differ by company or work-order type. Follow them in order where required.

After sending, the work order usually moves to the archive and becomes read-only.

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