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Field Technician Mobile App Guide

Introduction

The OutSmart mobile app is where you execute your daily work. This guide covers everything you need to know to get started and work efficiently, whether you are online or offline.

Getting the App

Android

  1. Open Google Play Store on your Android phone or tablet
  2. Search for "OutSmart"
  3. Tap "Install"
  4. Once installed, tap "Open"

iOS

  1. Open the App Store on your iPhone or iPad
  2. Search for "OutSmart"
  3. Tap the cloud/download icon
  4. Once installed, tap "Open"

Daily Startup Checklist

Do this every morning before heading out:

  1. Open the app
  2. Connect to WiFi or mobile data (even briefly)
  3. Wait for auto-sync or tap the refresh button
  4. Check your work order list — you should see today's assigned jobs
  5. Verify all jobs are there — if something is missing, tap refresh again
  6. You are ready — go offline if needed, all work is downloaded

Your Work Orders: Agenda & List Views

Agenda View (Calendar)

  • Shows your work orders organized by date
  • Tap a date to see all work for that day
  • Swipe left/right to navigate between days
  • Shows today, tomorrow, and upcoming days

List View

  • Shows all your work orders in a scrollable list
  • Sorted by date (nearest first)
  • Tap any work order to open details
  • Shows address, time, and work type

Working on a Job: Step-by-Step

Step 1: Open the Work Order

  1. Tap the work order in your list or agenda
  2. Review the job details: customer name, address, contact, description, attachments, notes

Step 2: Navigate to the Site

  1. Tap the address or the map icon
  2. Your default maps app opens (Apple Maps on iOS, Google Maps on Android)
  3. Follow directions to the customer location

Step 3: Register Work & Travel Time

  1. Tap "Start Travel" when leaving for the job
  2. When you arrive, tap "Stop Travel"
  3. Tap "Start Work" to begin the work timer
  4. Work timer tracks your time - you can pause/resume for breaks
  5. Tap "Stop Work" when complete

Step 4: Register Materials Used

Three ways to add materials:

Option A: Search

  1. Tap "Add Material"
  2. Type material name or part number
  3. Select from suggestions
  4. Enter quantity used and confirm

Option B: Barcode Scan

  1. Tap the barcode icon
  2. Point camera at the barcode
  3. App auto-recognizes and adds the material
  4. Enter quantity and confirm

Option C: Manual Entry

  1. Tap "Manual Entry"
  2. Enter part name and code
  3. Enter quantity - office can verify later

Step 5: Take Photos

  1. Tap the camera icon
  2. Take a photo of the installation/work area
  3. Optionally add annotations (circle issues, add text arrows)
  4. Save the photo to the work order

Step 6: Fill Out Forms & Checklists

  1. If your manager attached forms/checklists, they will show in the work order
  2. Tap the form section
  3. Complete all required fields (marked with *)
  4. Take measurements, enter values, check boxes as needed

Step 7: Get Customer Signature

  1. When work is complete, tap "Get Signature"
  2. Show the customer the screen
  3. They sign with their finger on your phone/tablet
  4. Signature is captured and attached to the work order

Step 8: Submit the Work Order

  1. Review all information (hours, materials, photos, signature)
  2. Make sure everything is complete
  3. Tap "Verzenden" (Submit)
  4. Work order is now submitted and locked from app editing

Offline Capabilities

All of these work 100% offline (no internet needed):

  • ✅ View your work orders
  • ✅ Start/stop timers (travel and work)
  • ✅ Register materials
  • ✅ Take photos and annotate
  • ✅ Fill out forms and checklists
  • ✅ Capture signatures
  • ✅ Submit work orders

What happens after you submit offline? The work order queues locally on your device. As soon as you reconnect to WiFi or mobile data, it automatically uploads to the server in the background.

End-of-Day Verification

Before you leave the field, verify your work:

  1. Open the app
  2. Check your work order list
  3. All completed work should show as "Verzonden" (grey status)
  4. If any show red or orange, something didn't submit — contact your manager
  5. Once all show grey, you are done for the day