GUIDE
The digital work report: contents and workflow.
A work report documents what was done on a job. Captured digitally, it is more complete, reaches the office faster and is easier to find.
In short
A work report is the record of a job: who, when, where, what and with which material. Digitally it is captured on site, reviewed in the office and filed as a PDF.
Published: · Updated: · Editorial: Monadion GmbH
What belongs in a work report
- Customer, project and location
- Date, start, end and breaks
- Tasks performed
- Material used
- Photos as evidence where useful
- Customer signature where required
The workflow, digital
- 01
Capture on site
The report is opened and filled in on the job; required fields ensure completeness.
- 02
Review in the office
The office reviews, corrects if needed and approves.
- 03
File and reuse
The PDF is the record; the data is available for reporting.
What matters when switching
Start with the report your team uses most and keep its existing structure. Decide who reviews and approves, and which fields are required.
With WorkLogx
WorkLogx includes a work and service report as a standard form. Your own reports can be set up as a form with your own PDF layout.
Get to know WorkLogx for your business.
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