Organized work
Each case keeps its status, priority, owner, conversation, and next actions.
Technical job management
From report to delivery, without losing context.
Organize owners, visits, parts, equipment, and customer updates in one service history.
Start with reports. Configure the rest when your operation needs it.
Everything at a glance
Queue, priorities, and times in view
01 · Report
One shared history
02 · Field
Actions in context
03 · Parts
Operational traceability
04 · Customer
Selected updates
One operation
One report. One owner. The complete history.
ReportArea keeps together what usually gets scattered across messages, spreadsheets, and isolated systems.
Connected field work
Schedule a visit, record arrival, suspend with a reason, and resume without losing the thread.
Traceable parts
Connect requests, warehouses, consumption, and components to the job that needs them.
Informed customers
Publish specific updates through temporary links without exposing the internal conversation.
A simple journey
Receive, organize, resolve, and deliver.
Depth appears when needed; daily work follows a clear path.
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01
Receive
Record the problem, urgency, and the context required to start.
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02
Organize
Assign, take, or route the job according to owners and workflows.
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03
Resolve
Document visits, conversations, parts, equipment, and decisions.
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04
Deliver
Confirm the outcome, share updates, and preserve the history.
Start your way
The same foundation for solo work or teams.
Professional keeps structure minimal. Company adds coordination, permissions, and workflows without changing the core job.
ReportArea Professional
For people who handle jobs end to end
A direct workspace for managing jobs, customers, equipment, and parts without organizational overhead.
- ●Natural assignment to the operator
- ●Field work, inventory, and tracking
- ●Ready to grow into a team
ReportArea Company
For teams coordinating service
Distribute responsibility and adapt the path to the sectors involved in each kind of job.
- ●Roles and permissions by function
- ●Lines, groups, and transfers
- ●Private collaboration with providers
One sign-in, multiple profiles
Keep companies, clients, and independent work separate.
Move between environments without mixing operations. Every profile keeps its reports, customers, inventory, team, settings, and plan inside its own organization.
01
Scope stays visible
One card at the start of navigation shows the current context and its containing profile before you open or change a report.
02
One primary profile
Every new session starts in the environment you selected as primary.
03
Independent setup
Create Professional or Company profiles, or accept invitations, without leaving the profiles you already use.
Real isolation between profiles
Switching profiles never copies or shares customers, jobs, or files. Organization collaboration still uses explicit workflows.
No fictional organizations or implicit permissions
The Work scope card presents context above the real profile, but never turns a symbolic company into a tenant, membership, or remote access.
One operation, multiple scopes
Manage every company together or focus on one.
Keep aggregate screens for supervising the whole operation, then deliberately work with one customer, a symbolic company, or your own work whenever you need focus.
General remains the starting point
Every session starts with all profile operations; local filters never change navigation or the saved context.
Symbolic companies stay visible and distinct
Find symbolic and linked companies, ordinary customers, and people in a grouped catalog with role, state, and identity details.
Inherited menu, creation, and color
A specific customer puts applicable modules first, preselects new operations, and adds a visual accent without hiding general areas.
Office and field
The technician sees what happens next.
A focused view gathers assigned work and presents only the actions available for the current status.
- ✓ Record or schedule arrival from the same case.
- ✓ Suspend with a clear reason when a part or condition is missing.
- ✓ Resume, transfer, or complete without reconstructing the history.
The next action is clear
Context that stays together
The part remains linked to the job.
The detail combines conversation, system events, field status, service line, and inventory requests.
Verifiable history
Each transfer, arrival, and status change is recorded.
Contextual actions
The interface offers what fits the role and current stage.
Private notes and files
Internal operations remain inside the organization.
More than a ticket
A case can add equipment, service order, quote, signature, and warranty.
Controlled transparency
Customers see only what you publish.
Share a clear status without requiring a customer account and without automatically copying the team conversation.
One link, one safe projection
Links expire, can be revoked, and show only updates published explicitly for the customer.
Connections show flow, not hierarchy
Progressive configuration
Adapt the workflow to your real operation.
Start with a simple flow and adjust roles, lines, groups, catalogs, warehouses, and policies when your team needs them.
Roles and permissions
Service lines
Groups and sectors
Types and urgencies
Suspension reasons
Warehouses
Completion signatures
Equipment templates
Repeatable equipment
Start with identity. Grow the structure when you need it.
Publish a template without components to start registering workstations and units immediately, then add positions, quantities, or compatibility in later revisions.
Start simple and complete it later
The complete structure is optional. When you decide to add it, create any missing type in context without losing the position you were already completing.
- Publish identity only or prepare a complete hierarchy from the start.
- Reuse types and technical data across templates, assets, and inventory.
- Add positions later through stable, traceable revisions.
- Keep completed information when you add required data in context.
Continuity without blockers
Configuration supports the work instead of interrupting it.
Inherited data, contextual creation, and coherent lifecycles let every task continue without losing its draft or rebuilding decisions.
Teams and paths
People, sectors, and chains with visible rules.
Manage multiple groups, one primary responsibility, and versioned routes without moving historical tickets.
Assets and inventory
One history from warehouse to installation.
Inherit identity, consume the exact unit with a movement, and preserve deactivation, removal, and restoration.
Assets per company
Every asset in context, even before the customer has an account.
Separate own and symbolic-customer assets, transfer them to a linked Company, and require granular authorization for remote service.
Order in context
The ticket prepares the order without trapping the user.
Customer, equipment, and copy start from the source; Customize, Reset, and Create customer keep every line intact.
Commercial documents
Invoices and credit notes guided by a valid source.
The order creates an editable billing snapshot, while the original invoice caps each creditable quantity.
Operational knowledge
The right knowledge, easy to find and ready for work.
Bring procedures, infrastructure, and networks into a private library that distinguishes manuals, pages, and floor plans, adapts to every screen, and separates reading from editing.
Share without handing over your entire library
Control the company, access level, expiration, and every revision you expose.
Technical library
Recognize every manual and its pages at a glance.
Browse complete documents in a wide workspace: Reading clears the view, while Advanced reveals the tools when you need to work on the content.
- Manuals with grouped pages and floor plans
- Wide, mobile-ready layout
- Focused reading and Advanced mode
- History, comments, and permissions
Operational floor plans
Draw, adjust, and document without fighting the floor plan.
Create boundaries and zones by dragging, correct measurements from edges and corners, and see properties that adapt to each object.
- Drag creation without accidental points
- Resizable edges and corners
- Properties matched to each object
- Floors, networks, workstations, and exports
Privacy by design
Sharing is an explicit decision.
Internal, customer, and provider collaboration use clear boundaries so visibility does not become exposure.
Separated data
Reports, files, and inventory belong to a specific organization.
Role permissions
Server-side authorization checks the person, organization, and context.
Private attachments
Internal files are delivered through authorized routes.
Revocable links
External tracking expires, can be canceled, and never exposes internal notes.
Common questions
Start with what you need.
Do I have to configure everything before starting?
No. Creating a workspace provisions initial catalogs and roles. You can begin with reports and adjust the structure as your operation calls for it.
Can I use ReportArea when working alone?
Yes. Professional mode removes unnecessary lines and transfers so one person can manage jobs end to end.
Do my customers need an account?
Not to view a published status. They can open a temporary, read-only link with the information you chose to share.
Can I add a team later?
Yes. Company mode adds members, roles, sectors, and routes on the same operational foundation.
What information can a provider see?
Only information included in an authorized assignment or handoff. Each company keeps its own job and local history.
Your next job
Start with the complete history in order.
Create your workspace, record the first report, and enable more tools when you need them.