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How to Create Work Order Categories 
How to Create Work Order Categories 

Using categories is important when trying to create reports

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Available On: Lite, Starter, Professional and Business Plus

Work Order Categories are like the filing system for your maintenance tasks, helping 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

  1. Navigate to the Settings Section

  2. Select the Work Orders Module

  3. Select the Categories Tab

  4. Select Add

  5. Enter in the name of the new Category

  6. Select Confirm

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!

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