Discover more about OutSmart features
Follow the link below for each feature above. Contact us for more information or request a 20 minutes demonstration to learn more about the most relevant features.
Digital Work Orders
Manage all field service steps, from planning to invoice:
- Work order overview by different stages/statuses
- Time tracking (hours consumed)
- Add items (product or services consumed).
- Attach documents, images, and forms
- Assign work orders to multiple employees, based on their skills and availability
- Add observations and photos
- Service slip is automatically sent upon work order completion
- Starting from BASIC plan
Planning Board
Manage all schedules from one single planning board, from technicians to internal resources.
- Calendar view by days, weeks, and months ahead
- Apply filters by employee, skills, and resources
- Create groups based on different business criteria
- Easily drag and drop work orders to available employees
- View all changes in real time
- Apply colors to different stages/statuses for tracking purposes
- Starting from BASIC plan
Basic CRM
Access your customer history including work orders, asset information, quotes, invoices and contracts.
- Import and create new entries
- Support to multiple entries (such as multiple addresses and contacts)
- Starting from BASIC plan.
Quotes
Create and send service quotes to your customers. Allow your customers to preview and approve online quotes. Once a quote is approved it can be converted into a work order.
- Custom design and layout (logo, header, footer, etc.)
- Set reminders and craft email messages to be sent automatically
- Attach files to quotes (ideal for catalogs, legal documents, etc.)
- Online revision and online approval
- Keep track of all changes and interactions in a log
- Starting from TEAM plan
Contracts
Create and manage contracts for both preventive and corrective maintenance services.
- Link specific assets (objects) to service contracts
- Predefine work orders and attach forms and items
- Establish recurring work orders when necessary
- Keep track of active, inactive, and expiring contracts
- Starting from PRO plan
Projects
Manage projects closely and keep track of their progress from the backoffice.
- Create activities for each project
- Define statuses and budgets (hour and items consumed)
- Assign work orders to projects
- Easily evaluate profitability for each scenario
- Available on the TEAM Plan
Forms
Easily create forms with unlimited questions needed for each work type.
- Configure forms with predefined answers
- Add different types of fields depending on your needs (checkbox, radio button, etc.)
- Add special sections (signatures or pictures) and mandatory fields
- Make the form public or private
- Support to custom design using HTML/Javascript
- Available on the TEAM Plan
Asset Management
Register customers assets (objects) and keep track of all service interventions.
- Easily create or import assets from a Excel or CSV file
- Support to asset parts or subparts (hierarchy)
- Field service agents can view history information on the go
- Pinpoint external assets on a map for tracking purposes
- Available on the PRO Plan
TimeSheet Module
Keep a record of all registered hours on work order, projects, or simple tasks. Control your invoiceable versus non-invoiceable hours.
- Submit hours via OutSmart app for Android or iOS
- Workflow to approve or reject entries from the backoffice
- Allow to add trips and expenses from the app or backoffice
- Access to weekly or monthly reports
- Available on the PRO Plan
Customer Portal
The portal works as a backoffice for your customers. Setup a customer URL and have all service information organized for them.
- Add a company logo and craft welcome messages
- Define your portal configuration – what to see
- Allow customers to request a work order with custom questions
- Dashboards and overall information
- Available on the PRO Plan