Our platform allows you to create a flexible list of categories and subcategories, as we understand that categories can vary from project to project. To add categories, follow these steps:
- Go to Work Orders > Categories.
- Click Add Category
Once the main category is added, you can also add subcategories under each category.
For example, you can add "Maintenance" as a main category and include "Electrical" and "Plumbing" as subcategories.
Another approach is to create categories based on the chart of accounts that the project account team uses. This can help manage work orders within the allocated budget and simplify reporting to your accountant or OC management.
💡 Tip: Avoid editing or deleting categories once assigned to work orders.
For more information on these three tasks, please refer to separate tutorial videos or contact the Keyvision Team.