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Add & Assign Categories to Work Orders 
Add & Assign Categories to Work Orders 

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


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

  2. 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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