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Syncing App Configuration & Template Updates

Introduction

Sometimes the office makes changes to app settings, forms, or templates. These do not automatically appear on your phone. You need to manually trigger a sync to receive the updates. This guide explains when and how.

When Configuration Changes Need Syncing

Your manager might change:

  • ✏️ New or updated forms attached to work types
  • ✏️ Form field requirements (new required fields)
  • ✏️ App settings and preferences
  • ✏️ Material categories or templates

What DOES sync automatically:

  • ✅ New work order assignments | ✅ Changes to existing work orders | ✅ Customer information updates

What DOESN'T sync automatically:

  • ❌ Form template changes | ❌ New app settings | ❌ Material updates

How to Manually Sync Configuration

Android

  1. Open the OutSmart app
  2. Tap the menu icon (three horizontal lines) or go to the main screen
  3. Tap Settings (gear icon)
  4. Look for Synchroniseren or Sync Configuration
  5. Tap it
  6. Wait for the sync to complete (may take 30 seconds to a few minutes)
  7. You will see a confirmation: Sync Complete or similar
  8. Go back to your work orders — new forms/settings are now available

iOS

  1. Open the OutSmart app
  2. Tap the menu (three dots) or Settings icon
  3. Navigate to Settings
  4. Look for Synchroniseren or Sync Configuration
  5. Tap it
  6. Wait for completion
  7. Return to work orders to see updated forms/settings

When to Sync

Your manager will tell you, but here are common triggers:

  • New form added: We are now requiring a thermal imaging photo — please sync to get the new form
  • Form field changed: The inspection form now has additional fields — sync to get the update
  • New app setting: We have enabled GPS tracking — sync your app to activate it
  • Material categories updated: New product list is live — sync to access it during material registration

Tips for Syncing

  • Stay connected: Sync requires WiFi or mobile data. Find a connection before syncing.
  • Do it during downtime: Sync during lunch or end of day, not while rushing between jobs.
  • Allow time: Give it a few minutes. On slower connections, it may take 2-3 minutes.
  • Do not close the app: Leave it open until sync completes. Closing may interrupt the download.
  • Syncs are safe: You will not lose any data by syncing. It is a download of new config, not a reset.

Troubleshooting

Q: I tapped Sync but nothing happened
A: Check your connection (WiFi or mobile data). If connected, try closing the app and opening again, then tap Sync.

Q: I synced but I do not see the new form
A: The form will appear on NEW work orders created after the sync. For existing work orders, the form may not appear until you refresh the list.

Q: The old form is still showing
A: Try closing and reopening the app completely. Then open the work order again — it should show the new version.