Review and Finalise Reports Before They Are Completed
Before a report is finalised, you can check the details, confirm the work completed, and make sure the documentation reflects the standard your business expects. This helps ensure reports are accurate, consistent, and properly reviewed before they become part of your operational record.
Review technician notes and findings
Verify attached photos and job details
Approve reports before they are finalised
Maintain consistent reporting across team
Approval Workflow That Actually Works
01
Employee Submits
Worker completes report on-site and submits it to your admin dashboard for review.
02
You Review & Decide
Approve it with one click, or request changes with feedback to maintain quality control.
03
Send to Client
Approved reports go straight to customers. Branded, professional, and client-ready.
Job Photos in One Place
When technicians attach photos to a report, they are stored here.
This allows you to quickly review the work completed, inspect equipment condition, and confirm the issue recorded in the report.
Each photo remains linked to both the technician and the report, creating a clear visual record of the job.
Confirm equipment faults
Verify repair works
Check installation quality
Review job progress
Manage Your Workforce
View every technician using your Workex environment.
Control who has access, monitor reporting activity, and ensure work is being documented consistently across the team.
This gives you a clear view of who is submitting reports and how reliably job information is being recorded.
Add or remove users
Manage technician access
Monitor reporting activity
Maintain accountability across the team
Complete Customer Service History
Every report linked to a customer is stored here, creating a clear operational record of the work your team has carried out over time.
Instead of searching through emails or old paperwork, you can instantly see what work was completed, when it happened, and what equipment was involved.
This gives your business a reliable history of service activity across every site.
All service reports linked to each customer
Job history across multiple visits
Equipment serviced at each site
A complete record of work completed over time
Standardise How Work Is Documented
Templates define how jobs are recorded across your team.
By setting the structure of each report, you ensure technicians capture the right information every time, whether they are completing inspections, repairs, or service work.
This keeps reporting consistent and prevents important details from being missed.
Equipment Failure Reports
Breakdown Analysis
Maintenance Reports
Inspection Checklists
Permit Documentation
Shift Handover Reports
Manage Billing and Subscription
This section manages the billing for your Workex environment.
Admins can view the current plan, update payment details, and access invoices.
All billing activity for the account is recorded here.
View your current Workex plan
Update payment methods
Access invoices and billing history
Manage billing details for the account
Stay Informed
Receive alerts when technicians submit reports, attach photos, or complete jobs.
Admins can quickly see when new work is ready for review.
AS
New Report Pending Approval
Andrew S. submitted Maintenance Report for approval.
Approval Deadline Approaching
Equipment failure report pending approval for 4 days.
AS
New Report Pending Approval
Andrew S. submitted Maintenance Report for approval.
Stop Fighting with Generic Forms
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