Add digital work orders to your Act! CRM

Already run Act!? Connect OutSmart so contacts and jobs flow straight to your field team, and completed work orders come back without re-typing.

All the information you need in both systems is fully synchronised, giving you instant access to everything at a glance. Field staff can receive all necessary details directly through the OutSmart work order app.

More than 20,000 daily users

Benefits of the Act! & OutSmart Integration

Automatically create digital work orders from tasks in Act!
Completed work orders appear as links in the Act! history
Build a full history with all work order details
Synchronise products/materials from Act! to OutSmart
Synchronise contacts from Act! to OutSmart

Integration Costs

The monthly cost for the OutSmart and Act! integration is only €20 per company. Even with multiple licences, the price remains the same.

Setting up the integration requires manual IP port configuration and on-site adjustments. A one-time setup fee of €295 applies.

How to Activate the Integration

Activating the integration is easy, just follow these four steps:

Click on ‘Licence Manager’ in the left menu under Settings.
Click the blue ‘Order’ button in the top right corner.
Under Integrations, select the Act! integration from the list.
Configure the integration once via ‘External Integration’ in the left menu.

3232784

Work orders per year

5172

Customers trust OutSmart

Years of experience

Field service with Act!: with and without the OutSmart integration

How a job moves from Act! to a completed work order, before and after connecting the two systems.

Step	Without the integration	With OutSmart + Act!
Turning a task into a job	Task details copied by hand into a work order	Tasks in Act! automatically become digital work orders
Finding customer contact details	Looked up separately in Act! before every visit	Contacts sync automatically from Act! to OutSmart
Tracking materials used	Checked against a separate product list	Products and materials sync from Act! to OutSmart
Reviewing job history	Searching through paper files or emails	Completed work orders appear as links in Act!'s history

Frequently asked questions about the Act! integration

It connects Act! CRM to OutSmart, automatically creating digital work orders from tasks recorded in Act!. Contacts and materials sync between both systems, and once a work order is completed, it appears back in Act! as a linked history item with full job details.

The Act! integration costs €20 per month per company, at a flat rate regardless of how many licenses your business uses. There is also a one-time setup fee of €295, which covers the manual IP port configuration required to connect the two systems.

Open Settings in OutSmart, go to the Licence Manager, click Order and select the Act! integration from the list. A technician then configures the required IP port manually, either remotely or on-site, as part of the one-time €295 setup fee before the connection goes live.

The €295 one-time fee covers the manual IP port configuration needed to connect Act! to OutSmart. Unlike most other OutSmart integrations, this connection requires on-site or remote technical adjustments rather than a fully automated, self-service setup through the Licence Manager.

No. The €20 monthly fee for the OutSmart Act! integration stays the same per company, no matter how many Act! licenses your organisation uses. The one-time €295 setup fee is also charged only once, per company, not per license.

Contacts and products or materials sync automatically from Act! into OutSmart, keeping field staff working with current customer and product information. Completed work orders in OutSmart appear back in Act! as linked history items, giving office staff a full record without manual data entry.

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