Available On: Lite, Starter, Professional and Business Plus
Work Order Categories act as the filing system for your companies work orders. They help you keep everything neat, tidy, and easy to find. Whether it's routine inspections, repairs, or preventive maintenance, categorizing your work orders ensures clarity and efficiency in your workflow.
In this guide, we'll walk you through the simple steps to create custom Work Order Categories tailored to your specific needs. Say hello to streamlined maintenance management with UpKeep! 🌟
How to Create New Work Order Categories On Web
Steps
Navigate to the Settings Section at the bottom of your menu on the left side of your screen.
Click "Settings"
Under the Modules section, click the Work Orders option.
Click the Categories Tab
Be default UpKeep provides the list you see here.
If you'd to delete an option, click the 3 dot ... button to the right of the category.
From here, you can delete or edit an existing category.
Click "Add" in blue to create a brand-new category.
Enter the name of the new category and click confirm.
How to Add Categories On Mobile
Navigate to your Settings on the mobile apps (you can find this in the little gear button on the top right of your home screen!)
Tap Categories
Then tap + icon at the bottom
Enter the Category Name
Finally, tap Save!
