Service Reports
Service Reports record the work performed on a Work Order - how many technicians worked, when, for how long, and what exactly was done. They are used for verification and calculating contractor payments.
TIP
A Work Order can have multiple Service Reports - one for each technician visit until the work is completed.
Service Report List
The list shows:
- Report number (SR-xxx)
- Work order (WO-xxx: title)
- Facility
- Execution date
- Number of technicians
- Net work hours
- Completion status
- Created by
Filters
You can filter by:
- Text search
- Completion status (Completed / In Progress)
- Archive status (Active / Archived / All)
Creating a Service Report
There are two ways to create a service report:
From the Work Order
- In the Work Orders list, click the actions menu (⋯) on an order with status Assigned or In Progress
- Select Create Service Report
- The work order is already pre-selected
From the Service Reports Page
- Click New Service Report
- Select a Work Order from the list (only orders with status Assigned or In Progress are shown)
Report Fields
| Field | Description |
|---|---|
| Work Order | The order this report refers to |
| Execution Date | Date work started |
| End Date | Date work finished (can be the same or later) |
| Start Time | Time work started |
| End Time | Time work ended |
| Technicians | Number of technicians who worked (minimum 1) |
| Break (minutes) | Minutes of break taken |
| Work Performed | Detailed description of what was done |
| Completed | Whether the work was fully completed |
Break Rules
According to labor regulations:
- 6+ hours of work → minimum 15 minutes break
- 8+ hours of work → minimum 20 minutes break
Automatic Status Transitions
Creating or updating a Service Report automatically affects the Work Order status:
| Action | Result |
|---|---|
| Create report without completion | Work order moves to In Progress (if it was Assigned) |
| Create report with completion | Work order moves to Completed |
| Update report to completed | Work order moves to Completed |
Computed Fields
The system automatically calculates:
- Total work minutes: Time difference × number of technicians
- Net work hours: (Total minutes − break × technicians) / 60
Actions
In each report's actions menu:
| Action | Description |
|---|---|
| View PDF | Preview the report as a PDF |
| Edit | Modify report details |
| Send to Contractor | Send email with PDF attachment to the contractor |
| Archive | Move to archived |
| Delete | Permanently delete (soft delete) |
Service Report PDF
The PDF includes:
- Header with organization logo and QR code
- Work order details (number, title, contractor)
- Facility and asset information
- Execution table (dates, times, break, technicians, net hours)
- Work performed description
- Completion status
Notifications
Sending a service report to a contractor dispatches a professional HTML email with:
- Report number and work order reference
- Facility and asset details
- Execution dates and times
- Completion status
- Attached PDF
Export and Bulk Delete
When the Import / Export feature is enabled, the service-reports page provides an Export button for the filtered list.
Selecting multiple service reports opens a bulk-action bar with delete actions for users who have permission to remove reports.