Service Categories are one of the most important settings and are the foundation of Work Order & Asset Managament. They are used to differentiate your work orders based on the type of work to be accomplished, as well as assigning the right group of users/vendors to the work order.
Only users, sub-admins, and admins with access to the same service category as what is added to a work order can be assigned that work order (also assuming they have the ability under their user permissions to perform work).
- For example, if a pipe bursts in your wall, you can add a work order and select the Plumbing service category so that users who have permissions to perform the duties of the work order, based on user permissions given, can be assigned to complete the work.
Equipment that has specific service categories assigned to it can only be assigned to a work order if the work order also has that same service category chosen on it. The same is true for spaces, if a piece of equipment has been assigned to a space, then it will only be able to be assigned to a work that also has that same space already assigned to it.
When starting out Admins will notice that several default service categories have been added to help you get started. Navigate to Settings > Basic > Service Categories to add, edit or delete categories as desired.
- If you've added user defined fields to a piece of equipment it will show next to the Service Category the equipment is attached within.
To add a Service Category, navigate to Settings > Basic > Service Categories. Select "Add New Service Category". On this page, you can associate a background color or text color to each service category (optional), associate a Form (optional), associate location(s) or keep ALL locations (by default) and SAVE.
If needed, under Settings > Basic > Departments, you can add a department and associate one or multiple Service Categories and add Location(s), then SAVE.
- One a work order is assigned to a department it is up to the individuals in that department to work as a team and keep up with self-assigning work orders so that the work gets done.
When adding Equipment (Settings>Basic>Equipment), you can associate one or multiple Service Categories based on the location selected.
You can run a report (Reports>Report Builder) based on a specific service category or multiple service categories and by location, if desired.