Professional mode: work independently

ReportArea Professional is designed for one person who directly manages reports, tasks, and operations. It keeps operational, commercial, and tracking tools without adding members, sectors, or organization-to-organization collaboration.

Availability: verified accounts that create an organization in Professional mode; its owner is the only active operator. Level: Basic.

Purpose

Use Professional when work belongs to an independent technician, consultant, or workshop run by a single operator. It is not a trial version or subscription plan: it is a simplified experience without internal assignments.

You can start with reports only and add customers, equipment, inventory, or commercial operations when needed.

How a report behaves

When a report is created in Professional:

it is automatically assigned to the owner;
it starts In progress, ready for work;
it needs no chain, service line, step, or group;
it normally does not need the Take action and does not show actions to assign, release, or transfer the work to someone else;
it retains conversation, internal notes, attachments, states, history, and tracking.

The operator can schedule a visit, mark arrival, suspend with a reason, request parts, resume, resolve, close, or reopen according to the report's state and conditions.

Available features

Reports and field work

Home metrics for your own work.
Reports, tasks, filters, conversation, notes, and files.
My work panel, schedule, arrival, suspension, and parts.
Completion signatures and public customer tracking.
Notifications, profile, dark theme, and installation as an app.

Inventory and assets

Warehouses, items, minimum stock, movements, and part requests.
Serialized units, compatibility, installation, replacement, and return.
Work units, components, types, and templates.

As the only operator, the owner can both manage and consume the same inventory. Approving a request does not deduct stock; delivery is the action that records the issue.

Customers and commercial operations

Individual or Business customers and their contacts.
Equipment, service orders, custody, and delivery.
Quotes and customer decisions.
Non-fiscal sales documents, payments, allocations, and credit in the same currency.
Warranties and claims linked to the original work.

These features are optional. A simple report does not require creating a customer, order, asset, or commercial movement first.

What it does not include

Professional hides features that require several people or two coordinated organizations:

members, invitations, and corporate roles;
groups, sectors, map, and service chains;
internal report assignment or transfer;
Related companies and external assignments;
Shared work, connections, offerings, agreements, and B2B handoffs.

When an option is absent for this reason, it is not a permission problem: the organization must move to Company.

Customers and Related companies are not the same

Professional can record Individual or Business customers, add contacts, associate equipment, create orders, and retain their complete history. These records are private service data and do not require the customer to have a ReportArea account.

A Related company, on the other hand, is a collaboration counterpart available only in Company mode. It may act as Client, Provider, or Both, receive external assignments, and link to another registered organization. A Professional organization cannot be proposed as that counterpart while it remains in Professional mode.

An assignment received through a portal link is independent: responding through that link does not link or automatically transform the Professional organization.

If the owner receives an invitation to link the organization, they must change that same organization to Company and reopen the link. They cannot create another organization in parallel because each account supports only one active membership.

Recommended first journey

Create the Professional organization with name, language, time zone, and currency.
Review the initial report types, urgencies, and suspension reasons.
Open New report, enter type, urgency, and subject, and add details or attachments if needed.
Work from My work or from the report detail.
Record updates, parts, and decisions until resolution and closure.
If the customer needs progress visibility, publish updates and share a time-limited tracking link.
Add customers, assets, inventory, or orders only when the process needs them.

Moving to Company mode

Only the owner can change the mode from My profile, under Organization relationship. Moving from Professional to Company preserves reports, customers, equipment, inventory, orders, and commercial history. It then enables members, roles, sectors, service lines, and collaboration with other Companies.

After changing, configure roles and the service journey before inviting people or receiving new reports. Moving back to Professional again requires one active member and prior resolution of incompatible organizational or B2B work.

Required and optional

Required: verified account, one active organization, a single operator, and type, urgency, and subject for every report.

Optional: customer, equipment, order, inventory, signature, public tracking, quote, sale, payment, warranty, app installation, and web notifications.

Practical example

An independent technician receives a laptop. She creates a report that is assigned to her and starts In progress, records the customer and equipment, opens an order with custody, schedules inspection, and requests a memory unit. She issues the part from inventory, records the replacement, publishes an update, obtains completion approval, delivers the equipment, and starts the warranty. Everything happens without members, service lines, or internal transfers.

Limits and common misunderstandings

A second person cannot be invited: move to Company first.
A Business customer is not a Related company and receives no organization access.
Professional cannot join the B2B network or be proposed as a registered counterpart.
Public tracking is read-only: it always shows the live current state and, in addition, only explicitly published updates and files.
Sales documents are internal, non-fiscal records.
The app needs a connection to view or save information.