For the complete documentation index, see llms.txt. This page is also available as Markdown.

Creating and viewing a work order

Create, open, and review work orders in the iOS OutSmart App.

Creating and viewing a work order

Create a work order when mobile creation is enabled.

Open an existing work order to review the planned job and register work.

What you can do

  • Open assigned work orders from Overview.

  • Create a new work order when your setup allows it.

  • Review the job before you start.

  • Open ad hoc work orders from compact layouts.

Create a work order

1

Open Work Orders

Go to Overview.

Open Work Orders.

2

Start a new work order

Tap the add button if mobile creation is enabled.

If you do not see it, your account cannot create work orders.

3

Enter the main details

Select the customer.

Fill in the visible job details.

Default values can already be filled in.

4

Save the work order

Save the work order to keep working later.

The office can handle it further in BackOffice.

View a work order

Open a work order to review:

  • Client Information

  • Job Details

  • Schedule

  • Hours, Materials, Photos, Forms, and Documents

You can also see Objects and Equipments when they are available.

Before you start

Visible fields depend on your company setup.

Some fields can be hidden, locked, or prefilled.

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