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Work Reports
Document your technical or professional interventions completely. Make your workflows transparent for customers.
Work Reports Guide
Report Creation
Go to the 'Work Reports' section and click on 'New Report'. Choose the associated customer and project.
Tip: Give it a descriptive title to easily find your interventions later.
Customer and Project Selection
Ensure the customer is correctly selected for accurate billing. If the project doesn't exist yet, you can create it directly.
Tip: Correct project selection is essential for tracking costs.
Entering Work Hours
You can enter hours manually or use the real-time timer. The system distinguishes between normal and overtime.
Tip: Use the 'Start/Stop' timer for maximum precision.
Materials and Expenses
Add all materials used, spare parts, and travel expenses. Search for items in your price catalog.
Tip: Scan barcodes with your smartphone camera to add items in a flash.
Detailed Notes and Descriptions
Describe the work performed. These notes help the customer understand the value of your intervention.
Tip: Use voice dictation to quickly enter detailed descriptions.
Photos and Attachments
Take photos before and after the intervention to document your work quality.
Tip: Photos provide irrefutable proof in case of later disputes.
Customer Digital Signature
Ask the customer to sign directly on your smartphone screen. The signature is timestamped.
Tip: Digital signatures speed up validation and reduce payment times.
Status and Validation
Once the work is finished, change the report status to 'Completed'. This locks edits for invoicing.
Tip: Set up alerts to be notified when reports are not validated on time.
Conversion to Invoice
With one click, transform your work report into a professional invoice.
Tip: Automatic conversion eliminates manual entry errors and saves time.
Analysis and Reporting
Use the 'Reports' section to analyze profitability. Check the balance between materials and hours.
Tip: Regularly monitor profit margins to ensure every intervention is profitable.
Cloud Synchronization
Your data is backed up and synced in real-time across all your devices.
Tip: Work offline if necessary; the system will sync as soon as you are online.
Export and Archiving
Export your reports to PDF to email them to the customer. Documents are stored securely.
Tip: Customize your PDF header with your company logo for a professional look.