How can I fix the issue of default services not automatically adding to invoices for specific work order types

Problem

The default services set up for work order types are not automatically added to invoices when work orders are created.

Solution

Follow the steps to update the services added to the work order type.

Edit a work order type

1. Go to Settings > Operations > Work Order Types.

2. Find the work order type you want to update, and click Edit.

3. Click the Default Services tab.

4. Click deletenext to the service.

5. Click the Name field to search for a service and click Add.

6. When finished, click Save.

Tip: You can test if the service works by creating a dummy work order and adding the work order type. For more, see Set up default services for work order types.