Work reports: document the job
Gather the recorded work and the context the reviewer needs.

Recording and responsibility
Staff describe the job; the supervisor checks evidence and outstanding items. Agree the minimum information for each service.

A record that goes through review
The team records the work and the manager reviews the information before approval. Incomplete data is handled within the procedure; attaching a photo does not automatically turn the report into validated work.

The process and its conditions
Relationship with invoicing
Approved, billable work reports can create a draft through an action and permissions. Administration reviews before issuing.
Capture and review
Test connectivity, evidence and corrections. Signatures, export and offline working must be expressly confirmed.
Answers about Briefings and Reports
Which plan includes it?
Included in Autónomo and Business. Areas organise the product presentation; they are not sold separately.
Who can use it?
Designed for supervisors and field staff. Access is defined by roles and configuration.
Which conditions should be clarified?
Read confirmations, notifications and the relationship with work reports must be reviewed; they do not constitute proof of receipt.
Related content

Service orders: an assignment with context
Define the work, assign it and retain information to review closure.

Invoicing: review the draft before issuing
Turn service information into financial documents with distinct statuses.

Organise sites, frequencies and team changes
Keep service context when people or priorities change.
Let us talk about how you work
Tell us what you need to coordinate, review or simplify. We will prepare a demonstration around your company’s needs.
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