Add digital work orders to Teamleader and turn finished jobs into invoices

Already using Teamleader for CRM and invoicing? Connect OutSmart to run jobs in the field, then sync contacts, items and completed work orders straight back as draft invoices.

All essential information in both systems is synchronised automatically. Field staff receive all required details directly through the OutSmart App, ensuring smooth workflows and real-time updates.

More than 20,000 daily users

Benefits of the Teamleader & OutSmart Integration

By integrating Teamleader with OutSmart, you unlock a wide range of powerful advantages. The following data is automatically synchronised after activation:

Employees
Items (including price and item codes)
Contacts and companies
Completed work orders returned to Teamleader and converted into draft invoices

Integration Costs

The monthly fee for the OutSmart & Teamleader integration is just €10 per company. Even with multiple licences, the cost remains the same low price.

The integration can be activated instantly without any setup fees.

Thanks to improved efficiency, the Teamleader–OutSmart connection helps your business save time and money. With the intentionally low monthly cost, the integration is designed to remain highly accessible.

How to Activate the Integration

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

Click ‘Licence Manager’ in the left menu under Settings.
Click the blue ‘Order’ button in the top right corner.
Under Integrations, select the Teamleader 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

We constantly had to create work orders manually with pen and paper. By providing a clear digital system with many options, along with an excellent helpdesk that assists with everything, even the smallest questions, Outsmart has helped us.

Thomas Loos, Display4all

We used to lose work orders now and then, which made tracking time a challenge. With the easy digital entry of work orders, it's much simpler for the technician to manage the administration. Having 100% accurate work orders has definitely cut our administrative time in half.

Pascal Hanenbergh, Hanenberg Techniek

Teamleader workflow: with and without the OutSmart integration

How information moves between Teamleader and the field, before and after connecting the two systems.

Step	Without the integration	With OutSmart + Teamleader
Assigning a job to a technician	Details copied by hand from Teamleader into a work order	Employees and items sync automatically between Teamleader and OutSmart
Looking up a contact or company	Checked separately in Teamleader before each visit	Contacts and companies sync automatically into OutSmart
Invoicing after the job	Hours and materials re-entered into Teamleader	Completed work order converts to a draft invoice in Teamleader
Checking product pricing	Prices looked up manually in Teamleader	Items, including pricing and codes, sync directly into OutSmart

Frequently asked questions about the Teamleader integration

It synchronises employees, contacts, companies and items — including pricing and codes — between Teamleader and OutSmart. Once a work order is completed in OutSmart, it converts automatically into a draft invoice in Teamleader, so hours and materials don't need to be entered twice.

The Teamleader integration costs €10 per month per company, at a flat rate regardless of how many licenses are used. There is no one-time setup fee, so the integration can be activated and start syncing data the same day it is ordered.

Open Settings in OutSmart, go to the Licence Manager, click Order and select Teamleader from the Integrations list. Configure the connection under External Integration, and it can be active immediately, without waiting for a technician or a separate setup appointment.

No. The Teamleader integration can be activated instantly without any setup fees, regardless of how many licenses your company uses. Only the flat €10 monthly cost per company applies, making it one of the least expensive integrations OutSmart offers.

Yes. Once a work order is completed and signed off in OutSmart, it converts automatically into a draft invoice in Teamleader, already populated with the hours and materials logged on the job, ready for office staff to review before sending it to the customer.

Employees, items with their pricing and codes, and contacts and companies sync automatically from Teamleader into OutSmart. In the other direction, completed work orders sync back into Teamleader as draft invoices, keeping both systems aligned without manual re-entry.

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