ReportArea
Learn how to use ReportArea
Start with a simple report or explore inventory, assets, commercial work, and organization collaboration.
Recommended journeys
Choose the starting point that best matches what you want to do.
Professional mode: work independently
Direct workflow, available features, limits, and moving to Company.
Reports and tasksCreate and follow your first report
The shortest path to record a task and follow it through closure.
Reports and tasksField work
Schedule, arrival, waiting, suspension, and My Work quick actions.
Team and settingsMembers, roles, and permissions
Invite people, change roles, and enable capabilities by responsibility.
Organization collaborationRelated companies
Represent customers or providers that do not use ReportArea yet.
Cases and referenceComplete use cases
Recommended journeys for requesters, technicians, managers, and administrators.
Browse by topic
Content progresses from everyday tasks to specialized settings and workflows.
Getting started
Account, setup, and the general experience.
Introduction to ReportArea
BasicCore concepts, work modes, and how the main areas of the system fit together.
Account, sign-in, and recovery
BasicRegistration, email verification, sign-in, and password recovery.
Onboarding and invitations
BasicCreate a Professional or Company workspace and accept an invitation.
Professional mode: work independently
BasicDirect workflow, available features, limits, and moving to Company.
Interface, profile, and installed app
BasicNavigation, help, notifications, theme, profile, and installed-app use.
Reports and tasks
From the first report through closure and tracking.
Create and follow your first report
BasicThe shortest path to record a task and follow it through closure.
Queue, detail, and conversation
BasicTabs, filters, visibility, messages, internal notes, and attachments.
Report states and actions
BasicWhat every state means and when to resolve, close, reopen, or cancel.
Teamwork and routing
AdvancedLines, owners, taking, assignment, release, and transfers.
Field work
AdvancedSchedule, arrival, waiting, suspension, and My Work quick actions.
Completion signatures
AdvancedOn-site or remote signatures, requirements, cancellation, and overrides.
Public customer tracking
AdvancedPublish updates and share a temporary link without requiring an account.
Inventory and assets
Warehouses, parts, work units, and components.
Inventory and warehouses
AdvancedAccess, stock, movements, consumption, and minimum alerts.
Part requests
AdvancedRequest, approve, deliver, reject, or cancel parts.
Serialization, compatibility, and returns
AdvancedIdentified units, compatibility, replacements, and warehouse returns.
Work units and components
AdvancedRegister assets, assign them, and preserve their component history.
Templates and report context
AdvancedVersion structures and link assets or components to a report.
Team and settings
People, permissions, sectors, and organization rules.
Members, roles, and permissions
AdvancedInvite people, change roles, and enable capabilities by responsibility.
Groups, sectors, and map
AdvancedOrganize sectors and read operational relationships in the Company map.
Service chains and catalogs
AdvancedConfigure lines, routes, types, priorities, and suspension reasons.
Organization lifecycle
AdvancedChange mode, transfer ownership, leave, or archive without losing history.
Customers and commercial work
Orders, quotes, payments, delivery, and warranties.
Customers and contacts
AdvancedRegister people or businesses and their contacts for work and communication.
Service orders and custody
AdvancedTurn a report into an order, receive equipment, and record safe release.
Quotes and decisions
AdvancedCreate immutable revisions and record approval or rejection with evidence.
Sales, payments, and credit
AdvancedNon-fiscal documents, collections, allocations, and credit by currency.
Delivery and warranties
AdvancedOutstanding-balance policies, coverage, and warranty claims.
Organization collaboration
Related companies, external assignments, and the service network.
Related companies
AdvancedRepresent customers or providers that do not use ReportArea yet.
External assignments
AdvancedDelegate work to a provider without an account through a private portal.
Claiming and shared work
AdvancedOnboard a counterpart, confirm its identity, and share work updates.
Connections, offerings, and agreements
AdvancedCreate direct relationships and define authorized services between Companies.
Handoffs and subcontracting
AdvancedTransfer one stage to another provider without losing control or privacy.
Cases and reference
Complete journeys, limits, permissions, and common questions.