WORKFLOW SOFTWARE

Smart workflows, more productivity

Have you ever felt the frustration of things slipping through the cracks between your office and field teams? A job that should’ve been done yesterday is still pending, a missed appointment leaves a client waiting, and somehow, nobody seems to be on the same page. It’s not a lack of effort—just a lack of connection.

OutSmart changes the game. Imagine a fully connected process where your office and field teams work in harmony. With our workflow software, you can effortlessly schedule jobs and assign the right people, keeping everyone in the loop—whether they’re at a desk or on the move. No more scattered information or guesswork. Just clarity, control, and a team that runs like a well-oiled machine.

The result? Less chaos, fewer mistakes, and a huge boost in productivity.

Think it could be the right fit for you? The choice is yours.

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Workflows
POWERFUL FEATURE

Discover the benefits of our workflow software

We have put all advantages for you in an overview to see what our workflow software can do for you: 

KEEP YOUR TEAM UP-TO-DATE

With OutSmart, your office and field teams work as one. Everyone stays informed, mistakes disappear, and planning gets smarter. Clear tools keep you in control of tasks, decisions, and progress. Efficiency and control, all in one place.

EFFICIENCY IN YOUR ORDERS, WITHOUT FUSS

OutSmart brings order to your workflow, connecting office and field teams seamlessly. No more lost notes, unclear tasks, or frustration just clear communication, streamlined jobs, and the calm of a smooth, efficient process.

MULTIPLE PROCESSES, ONE OVERVIEW

With workflow software, juggling multiple tasks becomes second nature. Plan monthly orders while seamlessly tracking new orders in your phone (all from one place). Less chaos, more control, and everything running smoothly.

INSIGHTS AND COMMUNICATION

Stay ahead with clear insights into your team, stock, and ongoing jobs. Smooth communication keeps teamwork flowing, so you’re always prepared and set for success.

KEEP YOUR GOALS IN SIGHT

OutSmart brings clarity and control with an interactive documentation system. Say goodbye to chaos and gain structure, oversight, and the tools to work efficiently and get back on track when needed.

OVERVIEW AND CONTROL

With OutSmart’s workflows, you create clarity and focus—clear planning and a well-mapped path to success.

What can you do with workflow software?

With workflow software, you unlock the full potential of your processes. You can build, automate, and optimize your entire workflow—from planning and tracking to communication and reporting. Everything happens in one seamless system, even invoices are automatically sent once a workflow is complete.

True workflow software means everything is connected and flows smoothly—no more digging through separate systems or playing the role of “Troubleshooting Manager.” With OutSmart, your software works for you, not the other way around.

Here’s how OutSmart enhances your workflows:

  • Project planning
  • Staff scheduling
  • Time tracking
  • Real-time updates on tasks
  • Invoicing
  • Automated customer messages (appointment confirmations, payment reminders, follow-ups)
Invoicing per hour

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Automate your processes and work smarter with OutSmart!

OutSmart’s automation keeps you in control, giving you clear insights into your projects and teams. More and more field service businesses are turning to OutSmart to streamline their processes:

  • User-friendly: The app is simple for everyone to use.
  • Optimal connection: Link your field teams with your planning and admin teams in the office.
  • Smart automation: Seamlessly connect your systems, including accounting, ERPs, and CRMs (check out existing integrations).

With OutSmart automations, you’ll work faster, smarter, and always stay in control.

Easily manage all your accounts with Sub-Accounts

With OutSmart’s Sub-Accounts, managing multiple accounts from one central hub becomes effortless. It’s the perfect solution for entrepreneurs with multiple businesses or locations who want to keep their admin separate without the hassle of juggling different systems. Integrating all your accounts into one system gives you full control—no more dealing with separate logins or platforms.

Benefits of Sub-Accounts:

  • One central overview: Manage all your accounts from a single login—no more scattered credentials or systems.
  • Save time: Move data quickly between accounts and automate tasks, saving time and effort.
  • Reduce errors: Avoid duplicate entries and mistakes by managing everything in one system.
  • Flexibility: Ideal for businesses with multiple locations or entities—you can easily switch between accounts without losing track.
  • Better control: Get a clear snapshot of your financial situation across all businesses at a glance.

With OutSmart’s Sub-Accounts, you’ll work smarter, save time, and always stay in control—no matter the size or complexity of your business.

Special Workflow feature in the app

With OutSmart, workflows aren’t just a feature—they’re a game changer. You can create custom workflows right in the back office, tailored to your needs.

For field service teams, this means nothing gets forgotten. Every task follows a clear, step-by-step work order. Each field worker moves through the same process, ensuring they never skip any important details.

This smooth workflow ensures that everyone gets the information they need to carry out the next step in the process.

We’ve put together an example workflow to show you how it works. As you can see, the field worker can easily access key details from the work order. Then, they follow the pre-set steps, filling in the work order as they go.

iPhone mockup workflows EN
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Effortless communication between office and field teams

With OutSmart’s workflow software, everything works in perfect harmony. Office and field teams are automatically connected, and their tasks flow seamlessly from one to the other.

When orders are scheduled in the office, they instantly appear in the field worker’s app, along with the digital work order. They can immediately see their schedule and know exactly where they need to be. Need to make real-time changes to the digital schedule? No problem, the field worker gets an instant notification, so no need for follow-up calls.

Once a job is complete, the field worker simply confirms it in the app with a few clicks. Their time entries are automatically updated, and they can take photos of their work, add them to the app, and request a signature from the customer. The completed job, with customer approval, is sent directly back to the office from the app. The invoice is already complete, and with just a few clicks, it’s sent to the customer.

Want to know if a workflow programme works for your business? Try it out for free!

Are you raising an eyebrow, unsure whether OutSmart’s workflow software is really the game-changer you’ve been waiting for? We get it and that’s exactly why we want you to try it for free!

Do you find yourself dealing with:

  • A chaotic workflow where important data always slips through the cracks?
  • A longing for peace and order in your work processes?
  • A field team always losing track of their paper work orders?
  • Endless administrative tasks that seem to pile up no matter what?

If some of these sounds familiar, it’s time to give OutSmart a spin! Here’s what you get when you sign up for a free trial:

  • Full access to all of OutSmart’s powerful features
  • Support, ready to answer any questions you have during working hours

No strings attached—just a simple, risk-free chance to see how OutSmart can transform your workflow!

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