How to Create/Add Maintenance Categories for Work Orders

• Maintenance categories allow you to categorize a Work Order if it falls under a specific field.
  This also allows the tenant to select the category, if you allow it, so they can categorize the work order during their submission.
  

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  Creating a Maintenance Category 
  
  

• To create a new Maintenance Category, go to the global settings 
  
  
  
  
• Type in the search bar on the top right of the settings page, Maintenance Categories
  
  
  
  Or scroll towards the bottom in the settings page, in the Maintenance section, you will find the Maintenance Categories setting
  
  
  
  
• Click New Maintenance Category, and this will give you a prompt to name the new category and toggle if this will be visible for the tenants 
  
  
  
  
  
  Once saved, it will populate directly in the Maintenance Categories section.

• If you need to adjust the category on an already existing work order, go to the work order in question
  
  
  
  
• In the Vendor Details window, select Edit 
  
  
  
  
• The first dropdown box will allow you to adjust the Maintenance Category for the work order 
  
  
  
  

Adding a Maintenance Category for Vendors

• You can also add a Maintenance Category to a Vendor in case you are looking for vendors that do work in that field
  
  

• To do this, go to the Vendor contact and select the vendor
  
  
  
  
• Scroll down on the Vendor Contact and there will be a section for Maintenance Categories
  
  
  
  
• This helps when you are creating a Work Order manually and select the category for the Work Order, because this generates a Suggested Vendor list, which is comprised of all vendors that have the maintenance category under their vendor contact