Map services to visit types (Service Visit Types page)
The Service Visit Types page maps each service to the visit type(s) that can complete it. The mapping controls service completions from inspection reports and, when you opt in, from submitting a Job Summary without a report.
Each service has an "All visit types" checkbox: leave it on to apply the service to every visit type (including ones you add later), or turn it off to pick specific visit types with the two-step picker - choose an asset group type, then a visit type - adding each as a removable pill.
Each service also has a Create service name completions on Job Summary submission switch. It is off by default, which keeps the inspection-report behavior unchanged. Enable the switch on every service that a matching visit should complete without an inspection report. Before the first submission, the technician sees one Next Due Dates choice per enabled service, selected by default, and can turn off a service that was not completed. When one service has several recurring schedules, the technician sees the earliest date and a note that multiple schedules are affected. The row shows the number of affected assets, or identifies a schedule-only update when its asset group is empty. Turning the service off skips every automatic completion and empty-group fallback update for that service on that submission; it does not remove a completion created by an inspection report.
For a populated asset group, Essential records one completion for each applicable asset. If the group has no assets, Essential cannot create an asset-level completion, so it advances the recurring schedule from the visit date instead. Either path clears Awaiting Service Completion and advances the next due date. A populated group whose assets do not apply to the service is left unchanged. Clocking out alone does not trigger this automation; if no Job Summary is submitted, the service does not advance.
Changes aren't applied until you use Save. This page sets the mapping and the per-service visit-submission behavior; for how those settings drive service completions and the recurring-service cycle, see how visit types affect service completions.
This page maps existing services to existing visit types. To add, rename, or disable the visit types that appear in scheduling and recurring-service pickers, use Settings -> Scheduling -> Visit Types. If your business needs a new asset type or inspection report type, open the Essential Assistant and choose the Talk to a human tab.
Where to find it: Settings -> Service Visit Types
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