Skip to content
English
  • There are no suggestions because the search field is empty.

[PU-019] Documents

# [PU-019] Documents

What is it?

Important documents are scattered across email, shared drives, and filing cabinets. The Documents Power-Up lets you store and organize all your business documents — manuals, permits, photos, contracts — directly attached to the relevant customer, equipment, or work order in Out-Smart. Everything in one place, easy to find when you need it.

How it Helps Your Business

  • Field Techs: Access equipment manuals, site permits, or photos from previous visits right from their mobile device while on the job.
  • Office Staff: Stop digging through email threads and shared folders — find any document in seconds by looking at the related customer or work order.
  • Managers: Ensure important documentation is always accessible and never lost when an employee leaves or a laptop dies.
  • Customers: Benefit from a team that always has the right information at their fingertips, leading to faster and better service.

Essential Details

Key Capabilities

  • Upload and store documents of any type — PDFs, images, manuals, permits
  • Attach documents to customers, equipment, or work orders for easy retrieval
  • Organized file management with clear categorization
  • Quick search and easy retrieval when you need a document fast
  • Photo support for capturing site conditions or completed work

Getting Started

To enable Documents, go to Settings → Marketplace in your Out-Smart back office. Find the Documents Power-Up and click Activate. Once enabled, you can start uploading and attaching documents to records throughout Out-Smart. No other Power-Ups are required.

Related Features

  • [Certificates](certificates.md) — Auto-generated documents stored alongside your other files
  • [Forms](forms.md) — Digital form submissions stored with related work orders
  • [Objects](objects.md) — Attach equipment manuals and documentation to specific assets