Write a work report

The technician's account of one repair: what came in, what was found, what was done, and what it is warranted for.

A work report is what the customer keeps. It records the equipment as it arrived, what the technician found once it was open, what they did about it, and how long that work is guaranteed for. One repair gets one report, which is why reports are opened from a list of the ticket's rows rather than from the ticket itself.

Highlights

One report per repair, never one per ticket.
The equipment details are already filled in from the row you are reporting on.
A warranty statement can be chosen from your presets rather than retyped.
Signatures and warranty text can each be kept off the PDF with a checkbox.
Reports can be reopened and edited after they are saved.

Open the report for the right repair

Work Reports in the ticket header lists the ticket's service rows and what each one has. A row with no report yet offers Create; a row that already has one offers the controls to view or edit it.

The Work Reports menu open on ticket RPT-00021, headed LINE ITEMS. Three rows are listed. Pegler Type F4 DN80 carries an eye icon and a pencil icon, meaning a report already exists for it. Hattersley Fig 500 DN80 and Econosto Type F4 DN80 each carry a plus Create link instead. — One row per repair. The first already has a report; the other two are offering to start one.

Open the ticket and select Work Reports
The menu lists every service row on the ticket.
Select Create beside the repair you are writing up
The report opens as a panel over the ticket, with the equipment already described.
Check the equipment details
Type, model, manufacturer and serial number come across from the service row. Condition Received carries the fault as it was booked in, so correct it only if the description was wrong.
Set the report date and the technician
The date defaults to today and the technician to whoever the row is assigned to.
Record what you found and what you did
This is the part nothing can prefill, and it is the part the customer actually reads.
Add the warranty statement
Choose one of your presets or write one. Clear Show warranty in report PDF if this particular job carries none.
Select Save Report

What the form prefills

The Create Work Report panel over a ticket, with a breadcrumb reading Ticket, Work Reports, Create Work Report. A context strip names Repair Order No RPT-00021, Customer Tyneside Dry Dock Services Ltd, an email address and a phone number. Equipment Details holds Equipment Type Gate Valve, Model Fig 500 DN80, Manufacturer Hattersley, Serial Number SN-825740, and Condition Received reading intermittent earth fault, insulation resistance measured at 0.6 MOhm. Report Details holds Report Date 07/09/2026 and Technician Graham Whitfield. A Warranty Statement box is empty with a ticked checkbox reading Show warranty in report PDF. Cancel and Save Report sit at the foot. — Everything above the warranty box arrived from the service row. The findings are yours to write.

Where each prefilled value on the work report comes from
Field	What it does
Equipment Type, Model, Manufacturer	The device columns of the service row you selected.
Serial Number	The serial recorded when the equipment was booked in. This is why the intake matters.
Condition Received	The device issue as it was written on the row, so the report opens with the customer's own complaint.
Technician	Whoever the service row is assigned to.
Report Date	Today, and editable if you are writing up yesterday's work.