Skip to main content

Categories

Mobile Categories List

The categories list in the mobile app.

A category says what kind of work is being handled — electrical, cleaning, HVAC — so reports and searches can be filtered by type. The categories listed here are what appear as the Category choice when creating a work order.

Opening the Categories List​

  1. Open Settings in the mobile app
  2. Select Categories

What You See​

The screen lists every categories record in your company, one row each, in the order returned by the server.

  • Search: type in the search field to filter the list
  • Refresh: pull the list down to fetch the latest data

Adding and Editing​

The add button and editing are available only to users with the Admin or Head role. Other roles can view the list only.

Adding a new record

  1. Tap the add button
  2. Fill the Categories field with a name, for example Appliances
  3. Save

Editing or deleting

  1. Tap a row in the list
  2. Change the name and save, or use the delete option on the same form

Once saved, the list refreshes automatically and the app shows a confirmation message.

Notes​

The only stored field is the name. Changes apply across your whole company and are visible to other users immediately.