Operations
Work reports + analytics
Capture work completion notes, photos, and signoffs. Aggregate analytics across the org.
The problem
Field teams finish the job, then forget to document it. Office staff has no aggregated view of throughput, quality, or rework.
How it works
- Step 01
Capture on completion
Mobile-first work-report form with notes, photos, signoff.
- Step 02
Attach to the work item
Every report links back to the originating job.
- Step 03
Aggregate analytics
Dashboard widgets surface counts, durations, and trends.
What's included
Mobile-first capture
Form designed for one-thumb completion.
Photo embedding
Inline photos travel with the report.
Client-visible variant
Mark the report client_visible to share via the portal.
Aggregation across orgs
Dashboard widgets aggregate counts + status across all work items.
Activity log integration
Every report submission is timestamped + user-attributed.
Export-ready
Reports export to PDF + CSV for accounting.
Why teams choose this
- Document the job at the moment it's fresh.
- Aggregate analytics drive operational decisions.
- Client-visible reports build trust without extra effort.
- Defensible record for warranty + quality disputes.
What it looks like
Screenshot
Report capture form
Screenshot
Photo embed
Screenshot
Aggregate dashboard
Use cases
Service call summary
Tech captures what was done, what parts were used, what's next.
Compliance log
Required inspection notes + signoff at the end of every visit.
Quality review
Manager reviews completion reports for patterns.
Works well with
Frequently asked
Are reports the same as invoices?
No — reports document what was done; invoices bill for it. A report can be the source of truth for the invoice line items.
Can clients see reports?
Yes, when marked client_visible. Default is organization_only.
Can I export reports?
Yes — PDF and CSV exports per report or in bulk.
Can I require certain fields?
Required fields ship later via report templates.
Are photos in reports stored in S3?
Yes — same storage architecture as the rest of the platform.
Can a report span multiple work items?
No — each report ties to one work item. For multi-job reports, use the dashboard analytics.
Try Work reports + analytics
Free for small teams. Activate it on your account in one click.