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[PU-007] Mail to Work Orders

# [PU-007] Mail to Work Orders

What is it?

Customer requests buried in your inbox get lost. Mail to Work Orders automatically turns incoming customer emails into ready-to-schedule work orders so nothing falls through the cracks. No more copy-pasting from email into your planning system — just connect your inbox and let Out-Smart do the work.

How it Helps Your Business

  • Field Techs: Jobs appear on their schedule faster because work orders are created instantly from customer emails.
  • Office Staff: Eliminates the tedious process of manually creating work orders from email requests — saving hours every week.
  • Managers: Ensures every customer request is captured and tracked, so nothing gets missed and response times improve.
  • Customers: Get faster responses because their email is immediately converted into an actionable work order.

Essential Details

Key Capabilities

  • Automatic email-to-work-order conversion with no manual steps
  • Inbox monitoring that catches every incoming request
  • Smart parsing that pulls key details from the email into the work order
  • Nothing gets lost — every email becomes a trackable work order

Getting Started

To enable Mail to Work Orders, go to Settings → Marketplace in your Out-Smart back office. Find the Mail to Work Orders Power-Up and click Activate. You'll then configure which email inbox Out-Smart should monitor and set up any rules for how emails are converted into work orders.

Related Features

  • [Tasks](tasks.md) — Track follow-up items that come from customer requests
  • [Workflow](workflow.md) — Automatically route new work orders through your business process
  • [Unlimited Automations](unlimited-automations.md) — Create additional automation rules for handling incoming requests