Work Order & Asset Management: Service Categories

Service Categories are one of the most important settings to establish for your workflow.  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.

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. 

Admins, you 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.  

Note: 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.

Within Departments (Settings>Basic>Departments), you can add a department and associate one or multiple Service Categories and add Location(s), then SAVE.

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.