What are categories?
Categories help you organize Work Orders and Inspections in Visitt. They also sync to your Tenants in Visitt+, where Tenants select a Category when submitting a Request. Under both the Work Orders and Inspections pages you can filter them by Categories to help you organize everything.
How to manage your Categories/Subcategories:
Creating a new category:
1) Access Settings Menu
Click "Settings" to open the main configuration menu in Visitt.
2) Open Property Preferences
Click "Property" to access the property-related preferences within the settings.
3) Navigate to Categories Section
Click "Categories" to view and manage your category options in Visitt preferences.
4) Initiate Adding New Category
Click "Add category" to start creating a new category for your preferences.
5) Select Category Name Field
Click "Enter category name" to focus on the input field where you will type the new category name.
6) Enter Category Name
Enter your category name in the field provided to define the new category.
7) Save New Category
Click "Save" to store the new category and update your preferences in Visitt.
Creating a Sub Category
Hover over the category you would like to create a sub-category for, and click the "Add subcategory" button.
Common scenarios
Organizing Work Orders by type — Create Categories like "Plumbing" or "Electrical" so your team can quickly filter and prioritize incoming Work Orders.
Structuring Inspections — Assign Categories to Inspections to keep recurring checks organized and easy to filter.
Tenant-facing requests — Categories sync to Visitt+, so Tenants see your Category list when submitting a Work Order. Keeping Categories clear and specific reduces miscategorized requests.
FAQ
Who can manage Categories? Only Admins can create and edit Categories.
Where do I find the Categories settings? Go to Settings > Property > Categories.
Do Categories apply across all my Properties? When adding a Category, you select which Properties to assign it to. A Category only appears where assigned.
Will my Tenants see subcategories in Visitt+? Tenants see the Categories synced to their Property. If you use Subcategories, check that they display as expected in Visitt+.
Can I delete a Category? This article covers adding Categories and Subcategories. For help removing them, contact Visitt support or check related articles.