Available On: Lite, Starter, Professional and Business Plus
Work Order Categories are found in the settings section of UpKeep and act as the filing system for your maintenance tasks. 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
Navigate to the Settings Section
Select the Work Orders Module
Select the Categories Tab
Select Add
Enter in the name of the new Category
Select 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!)
Select Categories,
Then, click on the + button
Enter the Category Name
Finally, tap Save!
