What is the difference between work reports and work orders?

The work reports and work orders are essential tools for companies and freelancers who need to manage their day-to-day work. There are still many organizations that use the paper format and it is time to leave obsolete supports to use Itcons.app, an application that bets on digital transformation. This type of document greatly facilitates the work of the following sectors:

  • Construction sector.
  • Boilermaking companies.
  • Elevator installation and maintenance companies.
  • Industrial sector.
  • Installations and maintenance sector.
  • Transportation sector.
  • Service sector.
  • Cleaning sector.

What is a work report?

It is a document that you can create from Itcons.app to collect information about the tasks performed. You can report on different actions such as a working day, a maintenance or an action. Therefore, each company has the possibility to adapt the design of each form depending on the specific needs.

App partes de trabajo y órdenes de trabajo
App work reports

To create a work report you can choose a predetermined model or create one from scratch, depending on the specific needs of your company. Each document includes the following aspects:

  • You can create as much time type data as you need. For example, the time it takes for an employee to complete the task or note the start and end of your workday.
  • Description of each task performed.
  • You can create different dropdowns with the options you need.
  • Each work report at Itcons.app includes a default date that corresponds to the submitted report.
  • Record of each material you use for the task.
  • You can add images to your reports to show evidence of the work you have done.
  • You have the option of activating geolocation to complete the time information.
  • Signature of the person responsible for completing the work report.
  • Add notes.

What are they for?

These are documents that gather information to improve the efficiency and productivity of work teams.

Each report is very practical for both company employees and managers. On the one hand, each co-worker will have access to information about each client, current status, parts performed, etc. On the other hand, managers can use the reports to verify each task and draw conclusions from each of them.

In short, reports are fundamental tools for companies and their corresponding teams to report on each job. They used to be done on paper, but thanks to the digital transformation we can work with software in the cloud. Therefore, Itcons.app offers you the following alternatives in the digital era:

What is a work order?

The work order is a different functionality, but it combines perfectly with work reports. This tool organizes and controls the workflow of a company through notifications that the worker receives with detailed information in order to execute the action.

Each work order includes the following aspects:

  • Name of the precise order you want to communicate.
  • Assign each one to a specific project to facilitate organization.
  • You can set the type of priority so that the work teams are clear about which task they have to complete first (low, medium, high, urgent).
  • Assign time and date of the work to be performed by each user.
  • Select the user who has to complete the task.
  • Possibility of adding additional information to complete the order.
  • Attach files.

Types of work orders

In itcons.app you can create corrective and preventive work orders, but we also offer the possibility to create your own to properly manage your workflow.

  • Corrective: They work on behalf of the customer to solve a problem that has occurred. For example, a customer calls the heating company because a boiler part has broken. In this case, the company registers the request and creates a work order so that a worker has the necessary information to solve it. The worker then creates the corresponding work report that is assigned to the order.
  • Preventive: Regulated under a previous maintenance contract established with the customer. For example, the above customer signs a contract with a plumbing company to set an annual revision. In this case, the customer does not have to give notice because the company's technician will automatically receive a work order assigned to a party to complete the overhaul.

On the other hand, you have the possibility to create your own order type to manage a specific activity of your company. In terms of configuration, you can assign it to a part model and add the following functionalities:

  • Group orders.
  • Add start date to create order sequence.
  • Add end date to create order sequence.
  • Add priority to create order sequence.
  • Date of related part equal to order start date.
  • Activate unit of measure

Practical examples

Now you may be wondering, in which sectors can I use these types of tools to organize my workflow? Below I will list several so you can see where it is a good opportunity to use these two tools:

  • Building maintenance.
  • Electrical installations and maintenance.
  • Elevator installation and maintenance.
  • Machine maintenance.
  • Removals and relocations.

The two tools work seamlessly together to enable companies to record all important information: pre-assignment of jobs and completion of tasks.

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