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Document decision

Service report vs work order

A work order authorises or schedules work; a service report records what was completed.

First option

Work Order

Use this when it reflects the business event at its current stage. Add only facts you can support, then keep the resulting local record with its context.

Next distinct event

Service Report

Use this when the workflow has moved to a genuinely different event. A different layout alone never turns one document into another.

Practical rule

Choose by purpose, not by template.

The workspace permits only supported conversions and keeps provenance where a new document is a real follow-up record. Review the number, parties, dates, and totals before export.

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