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
- Who — the name and address of the company, the client's name and the site address.
- When — the date of the job, and start and end times if time is billed.
- What — a description of the work, line by line, in words the client can understand.
- How much — hours per person, the hourly rate, material fitted with quantities.
- Travel — flat fee, kilometres or travel time, depending on what was agreed.
- The total, or the absence of one — a work report may carry no amount: the figures are then settled on the invoice.
- The client's signature — with their name in plain text, the date and the time.
- A number — so the report can be found when the invoice is challenged.
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.
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.
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.
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.
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