OutSmart on your iPhone? Here’s how to get started!
Ready to make your workday smarter and more efficient with the OutSmart app? From saving time on admin to keeping your tasks under control – it all starts with a quick, easy setup.
In just a few taps, you’ll be up and running. No fuss, no complicated steps – just a smooth start so you can focus on what matters most: getting the job done.
We’ll walk you through it step-by-step. Let’s go!
Installation and set up: Get started with OutSmart in no time
The OutSmart app is your gateway to a smarter workday. You can easily download it from the App Store or Play Store (OutSmart is also available for Android devices). Once installed, log in with your OutSmart account. Don’t have one yet? No worries – you can quickly create an account directly in the app or through the OutSmart Web-account.
The power of OutSmart lies in the seamless connection between the app and the web account. While your office team handles scheduling, creates work orders, and generates reports from the web platform, the app keeps things running smoothly in the field. Schedule tasks with just a few clicks, and your field team will instantly have access to the right work orders.
With OutSmart, your team works like a well-oiled machine – both in the office and on-site. Ready to streamline your workflow? It all starts here.
For a seamless experience: Use the latest iOS versions
At OutSmart, we’re committed to delivering a flawless user experience. That’s why the OutSmart iOS app is compatible only with the latest iOS version and the one before it. This ensures top performance and lets you take full advantage of the newest features and bug fixes.
We highly recommend keeping your device up to date with the latest iOS version. Not only does this provide added security, but it also guarantees smooth and reliable use of the OutSmart app. Not ready to upgrade yet? No problem – the previous iOS version is still supported, so you can continue working without interruptions.
This way, we ensure you always get the best out of the OutSmart app!
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Work efficient with the OutSmart app: Everything you need to know
Creating a work order
Tap the '+' icon in the upper-right corner of the screen to create a new work order. Fill in the required fields, such as job type, customer, and start and end dates. With these basic details, you can quickly set up a work order and get started right away.
Easily add new contacts
Working with a new customer who isn’t in your OutSmart account yet? No problem! You can add a new contact instantly. Go to the Contacts menu and tap the '+' icon in the upper-right corner. A few quick steps, and your new customer is ready to go – so you can keep moving forward without delays.
Stay organized
With the OutSmart app, you always have a clear view of your field service activities. Easily sort, view, and complete tasks by status, priority, date, or customer. This way, you’ll know exactly what’s left to do and what’s already finished. Now that’s working with clarity!
To open a work order, simply tap the one you need from the list in the app. From there, you can quickly log worked hours, used materials, and add photos, keeping everything neatly documented in the work order.
Confirming and signing the work order
Once all the details are filled in, it’s time to confirm and sign the work order. Let the customer sign off, then tap Send to complete the process. You’ll have an official confirmation of the completed work in no time.
Collaborating with your team
The OutSmart app makes teamwork easy. Whether you’re in the office or out in the field, you can assign tasks, communicate, and track progress effortlessly. Everything updates in real-time, keeping everyone informed and working together efficiently.
OutSmart app: Efficiency for field service professionals
Once a job is done, they can quickly upload photos of their work and have the customer sign digitally for approval. The completed work order is instantly sent back to the office, where the team can immediately handle administration and invoicing. This optimizes the entire workflow – from execution to payment – so field service professionals can focus on what they do best: delivering excellent work.
Work smarter, not harder – wherever you are.
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.
