Managing categories

Categories are the labels that organize your work — the type of a work order, the class of an asset, the kind of a part. Setting them up thoughtfully makes everything downstream easier to find, filter, and report on. Categories are managed by administrators under Settings → Categories in the sidebar.

Separate lists for separate areas

Categories aren’t one big shared list. Each area keeps its own:

• Work order categories
• Asset categories
• Part categories

This keeps each list focused and relevant. When someone is choosing a category for a work order, they see work order categories — not a mix of everything. On the Categories page, you switch between these lists with the tabs at the top.

Adding, renaming, and removing

Managing a list is straightforward:

• Add a category by typing its name and confirming. It becomes available immediately in that area’s dropdowns.
• Rename a category if your terminology changes. Records already using it update to the new name.
• Remove a category you no longer want offered. Existing records that already use it keep it, but it stops appearing in dropdowns for new entries.

Why they matter

Categories shape the dropdowns across the app and the way your work is grouped and reported. A clean, well-considered set of categories means consistent data — everyone choosing from the same sensible list rather than inventing their own labels. That consistency is what makes your reporting trustworthy and your lists easy to filter later.

A note on setup

It’s worth putting a little thought into your categories early, before a lot of data accumulates. A short, clear list that everyone understands beats a sprawling one with overlapping options. You can always adjust as you learn how your team actually works.