Create a work order

Let employees create a new work order from the app when that feature is enabled.

Employees can create new work orders from the app if that feature is enabled.

This is useful for ad-hoc work, follow-up visits, or unplanned service requests.

This page covers the shared mobile flow.

Use it for cross-platform guidance.

For screen-specific steps, use iOS - OutSmart App or Android - OutSmart NEXT.

Before you start

Your administrator must allow work order creation in Device policies and settings.

If the option is not enabled, employees cannot create new work orders from the app.

Create the work order

1

Open the create option

Open the app and start a new work order.

2

Select the customer

Choose the correct customer or relation for the new work order.

3

Fill in the main details

Add the work description and the required work order information.

4

Check default values

Review the default work type, status, or payment method if those are filled automatically.

5

Save or continue the work

Save the work order and continue registration in the app.

What controls the defaults

Administrators can define default values for new mobile work orders.

This includes options such as the work type, payment method, and status.

FAQ

Why do I not see the option to create a work order?

That feature may not be enabled for your account.

Can default values be filled in automatically?

Yes. Your administrator can set defaults for work orders created from the app.

Can employees create work orders for any customer?

That depends on the synced data and the app settings.

Related topics

• What is the OutSmart mobile app?
• Synchronise the mobile app
• Complete a work order
• Use the map
• Device policies and settings