Match work types to the right report
Set which report type a work order uses by default, so techs get a tailored form instead of the generic fallback.
Report defaults is the link between a work type and the report type a technician fills out for it. Every work order and appointment depends on this: without it, work still gets done, but the tech fills out a generic form instead of one built for the job.
Before you start
You need the Owner or Admin role to add or change a mapping. You'll need a work type and a report type to already exist; see Set up work types and Build report types.
Steps
- Go to Settings → Report defaults. Every work type has its own card.
- On the work type's card, click Add.
- Pick a report type from the list.
- Turn on Required if a work order of this type must have this report before it can be marked complete. Leave it off to make the report optional.
A work type can have more than one report mapped to it. When it does, the resolution order for a new work order is: any override set on that specific work order, then the work type's first Required mapping, then the built-in fallback.
Check it worked
The work type's card now lists the report type and whether it's required, instead of "No default reports configured."
What happens with no mapping
A work order is never left without some report. If a work type has no mapping, or none marked Required, techs still complete jobs using the built-in Visit Report: a plain form with a work-summary text box, no custom fields, and no required photos. So a missing mapping doesn't break anything; it just means that work type is stuck with the generic form instead of one with structured fields and photo minimums.
Common problems
A work order used the generic Visit Report instead of my custom one. Check that your report type is mapped to that work order's work type here, and that it's marked Required. If two report types are mapped and neither is Required, the fallback wins.
I deleted a report type and a work type silently reverted to the generic form. This can happen without warning; see the report types article's common problems before deleting one you're not sure is unused.