Backoffice

Scheduling & Planboard

• Employee not visible on the scheduling board
• Employee not visible on the scheduling board

Relations & Objects

• How to link an object (asset) to a customer
• How to link an object (asset) to a customer

Quotations & Invoices

• Warning: Quotation line limit — large quotes may lose data
• Warning: Quotation line limit — large quotes may lose data

Configuration & Settings

• How to create custom work order statuses and colours

Work Orders

• Process Completed Work Orders: From Submission to Invoicing
• Work Order Status Lifecycle & Workflow
• Handleiding OutSmart Backoffice - 1 werkbon maken en plannen
• Ingepland vs Klaargezet: The Two-Stage Planning Workflow
• What are Free Fields and how do I use them?
• Work Order and Planning Constraints You Should Know
• What are Free Fields and how do I use them?

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Service Contracts

• Service Contracts: Setting Up Recurring Maintenance
• Handleiding OutSmart Backoffice - 2 Servicecontracten

Contracts

• What are Contracts?
• Contract Settings
• Create a Contract
• Manage Contracts

Projects

• Project Hours and Activities
• Project Settings
• Project Statuses
• Project Planning
• Projects Overview

Invoicing

• Invoice Email Templates
• Peppol E-Invoicing
• Invoice Settings
• Create an Invoice
• Credit an Invoice

Quotes & Estimates

• Convert a Quote to a Work Order
• Quote Customization
• Create a Quote
• Convert Quote to Work Order
• Quote Settings

Planning & Scheduling

• Advanced Planning Features
• Scheduling Configuration
• Scheduling Board
• Multi-Select Mode

Automation

• Handleiding OutSmart Backoffice - 8 Automatisering
• Automation Engine: Workflow Setup & Configuration

Asset Management

• Asset Management: Tracking Customer Installations

Work Orders & Jobs

• Merged Work Orders
• Create a Work Order
• Archive and Restore Work Orders
• Work Order Statuses
• What is a Work Order?
• Day Parts (Preferred Time Slots)
• Change the Date of a Work Order
• Work Order Settings
• Work Order Customization

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Quotations

• Handleiding OutSmart Backoffice - 6 Offertes

Customers

• Customer Portal
• Customer Overview
• Add a Customer
• Addresses and Contacts

Object Management

• Handleiding OutSmart Backoffice - 3 Objectbeheer

Forms

• Handleiding OutSmart Backoffice - 5 Formulieren

Workflow

• Handleiding OutSmart Backoffice - 7 Workflow

Reporting

• Handleiding OutSmart Backoffice - 9 Rapportage