Using categories is important when trying to create reports. We can also see what type of Work Orders our maintenance team is dedicating their time to. This article explains how your team can how to manage & assign categories to work orders.

How to Create New Work Order Categories On Web

  1. Start by selecting Categories

  2. On the Categories page, under work orders, click the + Category button

  3. Enter the Category Name

  4. Finally, click Save

  5. Click on the 3 vertical dots next to the Category to rename it.

How to Add Categories On Mobile

  1. 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!)

  2. Select Categories,

  3. Then, click on the + button

  4. Enter the Category Name

  5. Finally, tap Save!

Assign Categories to Work Orders

  1. Start by Creating a Work Order

  2. Under the Create Work Order screen, navigate to Select Category

  3. Select your Category type from the drop-down menu

On Web:

On Mobile:​

TIP: You can edit a work order in a similar fashion to add a category to an existing work order.

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