In this tutorial, we will explore the concept of categories and their practical applications. Additionally, we'll cover the procedures for adding, removing, and editing categories, including the creation of subcategories.
Overview
Categories serve to facilitate the organization of your work orders and inspections within Visitt and for your tenants in Visitt+. To access the Categories tab, navigate to the Admin Page on the bottom-left hand side of the screen.
Within the Admin page, you can conveniently manage existing categories and create new ones to suit your needs. It will show up as the first tab within the admin page.
Categories will help you organize your work orders and inspections. They are synced to your tenants via Visitt+ and your tenants are asked to select a category when creating a new work order. Similarly, you are able to categorize your inspections when creating new inspections. 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:
Click on the "Add category" button on the top right of your screen:
Select the properties you would like to assign them to and you are free to add your own new category.
Creating a Sub Category
Click on the category you would like to create one under, and click the "Add subcategory" button.
