Set up work types and report types

A work order can't be created without a work type. Without a report type mapped to it, the technician still gets a report to fill out, just a generic fallback instead of one built for the job.

Before you start

You need the Owner or Admin role.

The minimum checklist

1. At least one Work type exists (Installation, Inspection, and so on come pre-built). See Set up work types.
2. If the generic fallback report isn't good enough for a work type, build a Report type for it. See Set up report types.
3. Map that report type to the work type, so the technician gets the right form. See Match work types to the right report.

Check it worked

Creating a work order requires picking a work type; you can't leave it blank. Open a work order that uses a work type with a report mapping, and confirm its technician's report uses that form instead of the generic one.