Over 20.000 happy daily users
The Power-Up offers flexibility: you can set up a separate workflow for each type of work order or activity. For example, a repair process can have different mandatory steps than an inspection or installation. This ensures the method always fits the practice of your organization.
Workflows can also be combined with other functions, such as Automations. This makes it possible to automatically perform follow-up actions once a workflow step is completed. In this way, you integrate standardization and efficiency into one process.
A maintenance company noticed that technicians regularly forgot to take photos of completed jobs. With Workflows, they set a rule that at least one photo must be added before a work order can be completed. Since then, the documentation is complete and the back office has reliable evidence for customers and insurers.
Workflow software for field service defines the exact steps a technician must follow when completing a work order. In OutSmart, managers configure mandatory actions — such as starting a travel timer, registering materials, or uploading a photo — that field staff cannot skip. This ensures consistent execution and reliable back-office data every time.
Managers set up workflows in the OutSmart back office: they choose which steps are required for each type of work order or activity. When a technician opens the job in the mobile app, they follow the defined sequence. Required steps must be completed before the work order can be submitted, guaranteeing complete and standardised records.
Yes. OutSmart lets you build a separate workflow for each work order type or activity. A repair job can require different steps than a routine inspection or a new installation. This flexibility ensures the process always fits the actual nature of the work, without forcing unrelated steps on every technician.
Field service companies in maintenance, installation, cleaning, HVAC, electrical, and facilities management benefit most. Any organisation where technicians regularly forget documentation steps, miss required photos, or hand in incomplete work orders will see immediate improvements in data quality and customer communication.
OutSmart workflows can trigger automations once a step is completed. For example, when a technician finishes a mandatory inspection step, an automatic follow-up action can be created — such as sending a customer report, scheduling a follow-up visit, or flagging a defect for the back office. This links standardisation directly to operational efficiency.
Because OutSmart workflows enforce mandatory steps before a work order can be closed, technicians can no longer forget photos, signatures, or form completions. A maintenance company that implemented mandatory photo uploads found that documentation went from patchy to 100% complete, providing reliable evidence for customers and insurers.
Yes. OutSmart workflows connect with digital work orders, time tracking, materials registration, invoicing, and CRM. Completed workflow data flows into the back office in a consistent format, making it easier to analyse performance, generate invoices, and maintain compliance records across the entire field service operation.
Yes. OutSmart offers a 14-day free trial with no credit card required. You get full access to workflows, automations, scheduling, digital work orders, and the mobile app. More than 5,000 companies and 20,000 daily users already rely on OutSmart to manage and standardise their field service processes.
Yes. OutSmart workflows are configured through a simple back-office interface with no coding required. Managers select the work order type, add the required steps from a menu, and save. Changes take effect immediately for all field staff. The helpdesk provides support during setup and answers questions of any size.
