How to Add & Assign Categories to Work Orders

This article explains how your team can how to manage & assign categories to work orders :

  • How to Add Categories
  • Assign Categories to Work Orders

How to Add Categories On Web

  1. Select Categories
  2. On the Categories page, click the "Plus Sign"
  3. Enter Categories Name 
  4. Select Save

How to Add Categories On Mobile

  1. Access your Categories settings by selecting "Settings"
  2. Select Categories page, click then select "Add Category"
  3. Enter Categories Name 
  4. Select Ok

Assign Categories to Work Orders

  1. Start by Creating a Work Order 
  2. On the "Work Orders" navigate to Select Category
  3. Select Category type from drop down menu
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