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JUSTBILLITT GUIDE

The work report, from the job to the invoice.

The hours worked, the material fitted, the client's signature on site: that is what makes a time-and-material invoice hard to dispute. Here is what a work report must contain, when to have it signed, and how to do it on a phone instead of a carbon-copy pad.

What is a work report?

A work report records what was actually done, when you bill hours and material rather than a fixed price. The technician fills it in at the end of the job, the client signs it, and that signature says one thing: the hours and material listed match what was done.

It is the carbon-copy pad of emergency callout firms, plumbers, electricians and heating engineers. Its value doesn't show on the day — it shows three weeks later, when the client finds the invoice high and the hours have to be proven. Without a signed report, it comes down to whose memory is better.

What a work report must contain

Work authorisation or work report?

Both are signed, but not at the same moment and not for the same reason. Confusing the two is the most common mistake.

BEFORE THE WORK

Work authorisation

The client accepts an amount and authorises the company to carry out the work. It protects the tradesperson who turns up: the job is ordered, in writing. It is also called a purchase order or an accepted quote.

AFTER THE WORK

Work report

The client confirms the hours and material actually used. It protects the invoice: the figures were seen and accepted on site. It is also called an intervention report.

On an emergency callout both have their place: a work authorisation before taking anything apart, a work report once the job is finished.

Have it signed on the phone, not on a pad

The carbon-copy pad has two flaws: the sheet gets lost, and everything has to be retyped to invoice it. With JustBillItt the report is created from WhatsApp and signed on your screen, with a finger.

You describe the job on WhatsApp

The client's name, the hours, the material. The same message as for an invoice, with the word « bon » in front.

You get the PDF and a link

The report is laid out with your logo and your details. The signing link is valid for 48 hours.

The client signs with a finger

You hand them your phone, or send them the link if they are away. They sign, write their name, and can add a remark.

The signed report is archived

You receive it by WhatsApp and by e-mail. The signed PDF can no longer be changed, and the client can receive a copy.

bon de régie John Smith, water heater 80 l replacement 480.-, labour 3h at 95.-, callout 60.-

From signed report to invoice

A signed report is useless if it ends up in a shoebox. The invoice picks up the report's lines, and the signed report is attached as page 2 of the PDF: the client receives the figures and the proof they accepted them at the same time.

In practice you write « facture bon B-0004 » on WhatsApp, or you click « Create invoice » in your workspace. The invoice number follows your usual series, and a report can only be invoiced once.

Is a signature on a screen worth anything?

In Switzerland a contract generally needs no particular form to be valid: that is the principle of freedom of form (art. 11 CO). A work report signed with a finger on a screen is therefore valid between the company and its client, exactly as a sheet from a pad would have been.

This is a simple electronic signature. It is not equivalent to a handwritten signature under the Swiss electronic signature act — that status is reserved for the qualified electronic signature issued by a recognised provider. In a dispute, what counts is evidential weight: that is why the signed PDF is frozen, time-stamped by the server, and tied to a digital fingerprint that changes if a single character is altered.

This is general information and does not replace legal advice. For a contract subject to a mandatory form, or an ongoing dispute, seek advice.

Frequently asked questions

Can a work report have no amount?

Yes, and it is common on time-and-material jobs: the client signs the hours and material, the price is worked out on the invoice. In JustBillItt, tick « no fixed amount »: the report then reads « per final statement ».

What if the client refuses to sign?

Note it. You can e-mail them the link from your workspace, which leaves a record of the send and the date. An unsigned report keeps its value as an internal document, but it no longer proves the client's agreement.

Can the client receive a copy?

Yes. When signing, they tick « receive a copy » and give their e-mail address. They get the signed PDF at the same time as you.

How long does the signing link stay valid?

48 hours, and it works only once. After that you generate a new link from your list of reports, without recreating the document.

Does it work with no signal on site?

No, signing needs a connection: the report is stored on the server at the moment of signature. In a cellar or basement, have it signed on the way out, or send the client the link the same evening.

Is there an app to install?

No. You work through WhatsApp, which you already have. The client signs in their browser, on the page the link opens. Nothing to download on either side.

Your next work report, without a pad.

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