Project Planning: From Chaos to Control
Successful projects start with a solid planning. With OutSmart, you bring structure to every project, from small jobs to large-scale installations. Our advanced tools help you schedule activities, link work orders, and closely monitor progress.
Want to know how OutSmart can take your project management to the next level? Keep reading and discover the power of our software.
Discover project planning by OutSmart
We’ve listed the benefits of our project planning module for you:
All documents, such as work orders, quotes, and invoices, are organized under a single project, providing clear structure for large tasks and enabling efficient management.
The timeline page offers insights into which employees and work orders are scheduled on specific days, simplifying team coordination and task distribution.
With centralized project information and a visual timeline for planning, you can always stay on top of ongoing assignments, promoting better collaboration and communication.
Thanks to the clear structure and scheduling, you can easily make changes and adapt without losing track of the bigger picture.
Efficient Project Planning and Organization
With a project planning tool, you gain instant clarity and structure in your daily workflows. Thanks to the smart combination of visual overviews and intuitive controls, scheduling staff, resources, and work orders becomes easier than ever, giving you full control over every project, no matter how complex.
Planning & Organization:
- Visual Planning & Project Scheduler: Simply drag and drop team members, resources, and work orders into the right tasks and projects. Manage timelines and adjust dates with ease.
- Real-Time Availability Overview: Instantly see who’s available, at which location, and schedule more efficiently.
- Clear Project Structure: Set up projects with clear budgets, estimated costs, and expected revenue. Break them down into activities or phases with their own budgets and statuses.
- Work Order Linking: Connect multiple work orders to a single project or specific activities. Keep a clear overview of scheduled, recorded, and approved hours.
- Activity Management: Organize your projects into logical steps, like removing old awnings and installing new ones, for maximum process control.
- Warehouse Integration: Link required materials directly to projects for efficient inventory management.
These smart features help you work in a structured yet flexible way. Avoid duplicate work, know exactly what capacity and materials you need, and keep every project on track.
Full Insight and Smart Automation
Successful project planning requires not only a solid plan but also real-time insight and automation. Stay continuously updated on progress and respond quickly to changes. With automatic updates and clear communication to your teams, you keep everyone engaged and informed.
Insight & Automation:
- Quick Adjustments & Automation: Easily adjust schedules, set up automations for automatic updates, and communicate changes directly with field teams.
- Attachments & Documentation: Add attachments to work orders, ensuring team members always have the right documents.
- Project Status & Progress Reports: Monitor progress closely, keep an eye on deadlines, and stay on top of costs and revenue.
With these features, you take your project planning to the next level. Avoid delays, work with up-to-date data, and maintain full oversight from planning to execution.
Maximize the potential of every project
Looking for a tool to streamline your projects effortlessly? OutSmart offers plenty of options, but not all tools are equally smart. With the right project management features, you can maintain oversight, work more efficiently, and avoid unnecessary stress.
What makes OutSmart a great project management software?
- Clear project planning: Never miss a deadline again! With a handy planning tool, you and your team always know what needs to be done and when.
- Smart personnel scheduling: Divide tasks efficiently and ensure everyone knows what’s expected of them.
- Effective time registration: When employees consistently track their tasks, your project manager always knows the current status. This is also useful for analyzing future projects and can be integrated with digital work orders, invoicing and quotes to further streamline processes.
- Access anytime, anywhere: With the convenient app, you have all project information at your fingertips.
- Hassle-free collaboration: Connect your project management software with other tools using our integrations and connections to avoid confusion.
Always the Right Equipment at the Right Time
Starting a task becomes much easier when everything is well organized. With our smart planning tool, you can ensure that the right equipment, such as aerial lifts and trailers, is assigned to the right staff and tasks. This way, your team knows exactly what to bring and you avoid double bookings.
Additionally, the tool is integrated with your company’s system, making it easy to allocate costs and always keep an overview. This means working smarter, planning more efficiently, and always being well-prepared.
Equipment Management in Action: A Practical Example
Lisa works as an installer and needs a cordless drill for her next job. Through the app, she sees that three units are available in warehouse B. She reserves one and picks it up before heading to her appointment. This allows her to get started without hassle, and the team always knows who is using which tools.
Curious about our digital project planning?
We can talk about our digital project planning all day, but those who can tell you even better are our customers:
We had too much paperwork and too little control over the work schedule. Now I have full control over the planning, always keeping an eye on all the work that needs to be done. As soon as a new job comes in, we either add it to the fixed schedule or place it separately on our planning board.
We used to deal with paper clutter and the risks that came with our analog planning board. OutSmart helped us by digitizing our job sheets and planning. The benefits can't be expressed in money or percentages, but everything has become a lot more transparent.
The planning reports we received were always confusing. Now I have a clear planning board and can see exactly where each technician is.
However, the best way to be convinced of OutSmart is still by trying it out yourself. We've come up with something: you can try our digital work orders and all the other benefits that OutSmart offers for free for two weeks.
Try OutSmart for free – See if we match your needs
Curious about OutSmart and ready to experience the benefits for yourself? Create a free trial account today or request an online demo. During the demo, you’ll get a guided tour of the platform and discover all its features in action.
