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Categories let you group work in whatever way suits your team, such as by trade (electrical, mechanical), by type of job, or by customer or project. You find them under Categories in the left sidebar. The list shows each category’s description and its Total WO count.

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Create a category

1

Start a new category

Click Categories in the sidebar, then + Create Category.
2

Fill in the details

Enter the category name and description.
3

Create

Save the category.
You can also add a category on the spot while creating a work order: click + New Category under the Category field.

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Where categories are used

  • Work orders: the Category field, and the Category filter on the work order list
  • Assets: the Category field

Create a work order

Assets