Assign and track the small jobs that don’t need a full work order

Not everything needs a full work order. Create and assign the small stuff, a phone call, a quote to prepare, a quick message, and follow up on every one from the back office or the app.

With the Tasks Power-Up you can easily create and assign small tasks within OutSmart. Not everything requires a full work order – sometimes it's a phone call, preparing a quote or passing on a short message.

Tasks are ideal for this: small, clear and directly linked to the right colleague. Tasks ensure that nothing falls between the cracks.

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Smart tasks that keep your processes moving

You can link a task to a customer or a project, and the responsible employee sees it immediately in his or her overview. Field workers can also receive tasks in the app, for example a request to bring materials or a short extra job during a visit.

Because Tasks is integrated with the rest of OutSmart, they can also be generated automatically. Think of a task that arises after a quote is approved, or a reminder to reorder inventory once an item falls below the minimum level. In this way, Tasks acts as a smart extension of your workflow and processes.

Tasks can also be triggered automatically from CRM+: as soon as a lead reaches the next stage in your sales process, or a quote is accepted, OutSmart assigns a task to the right colleague, including a deadline. You can also set this trigger with a delay, for example a task that only appears a week after a quote was sent, to follow up with the customer.

The result is overview and peace of mind: your team always knows what needs to happen and who is responsible. Tasks don't disappear in a mailbox or on sticky notes, but are followed up in a structured manner in one central environment.

Tasks visual
 

Practical example

An installation company used Tasks to improve the follow-up of quotes. As soon as a quote was approved, a task was automatically created for the planner to schedule the work order. This resulted in faster scheduling and no more quotes being left without follow-up.

Benefits
  • Quickly and easily create and assign tasks.
  • Tasks visible in the back office and app.
  • Connectable to customers, projects and processes.
  • Smart integration with Automations for automatic tasks.
  • Owner and assignee can be set separately — you stay responsible while a colleague executes.
  • Created automatically from CRM+, for example on a lead stage change or (optionally delayed) after a quote is sent.
Taken visual 2
3232784

Work orders per year

5172

Customers trust OutSmart

14
+

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

 

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