Tips & Tricks: Arbeitsrapporte

Build reusable templates for recurring work — If you run the same type of job repeatedly (service visits, inspections, installations), create a template with pre-filled positions and descriptions. Each new report starts complete instead of blank.

Collect signatures on a tablet at the site — Open the work report on any tablet or smartphone and hand it to the client. They sign with their finger directly on screen, and the signature is embedded in the PDF instantly — no paper, no scanning later.

Adjust GPS accuracy to match your workflow — GPS location capture can be set to high accuracy (precise but slower) or low accuracy (fast, battery-friendly). For field teams who move quickly between stops, low accuracy is usually precise enough and much snappier.

Import work report items directly into an invoice — When billing a completed job, open the invoice and use "Import from work report." The positions, quantities, and rates copy across in one action — no retyping, no risk of transcription errors.

Handle a missing signature without blocking the report — If a client isn't available to sign on-site, mark the report as "sent for signature" and share the secure signing link by email or SMS. The report stays open until they sign, but you can still generate an unsigned PDF in the meantime.