Use forms

Open, complete, and save forms on work orders from the OutSmart app.

Forms help employees collect structured information during a job.

Use them for checklists, inspection reports, and service forms.

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

The form must already be available on the work order.

This can happen automatically through the work type, or be added manually.

Complete a form in the app

1

Open the work order

Open the correct work order in the app.

2

Open the form section

Go to the form that belongs to the work order.

3

Fill in the fields

Complete the required fields and review the entered values.

4

Save the form

Save the form result so the data stays linked to the work order.

5

Send the work order

When the job is complete, send the work order so the form result returns to the BackOffice.

What can affect form behaviour

Form availability depends on your setup.

Your administrator can decide which forms sync to the app and whether a form is required before the work order can be sent.

Common use cases

Use forms in the app for:

• inspections and maintenance checks
• service reports
• safety and compliance steps

FAQ

Why do I not see the expected form?

The form may not be linked to the work order.

The device may also need to synchronise first.

Can a form be required before sending?

Yes. Your company can make forms mandatory in the app settings.

Where do completed forms go?

They stay linked to the work order and return to the BackOffice when the work order is sent.

Related topics

• Complete a work order
• Synchronise the mobile app
• Link forms to work orders
• Forms