What types of categories can I create?
The following category types are available in Handyman Office:
- Order categories — classify orders by type, priority, or business area (up to 3 hierarchy levels: category 1, category 2, phase)
- Customer categories — group customers by segment, contract type, or region
- Checklist categories — organise checklists by trade or application
- Material categories — classify items in your Logistics catalogue
- Equipment categories — group equipment in the Service module
How do I create a category?
- In Handyman Office, go to Configuration → Category (CTRL+F7)
- Select the category type from the tabs at the top
- Click New (ALT+N)
- Fill in the required fields — mandatory fields are marked with red circles. A yellow triangle at the bottom of the window indicates something is preventing you from saving.
- Click OK to save
The new category appears in the list immediately and you can assign to the relevant records.
How do I use order categories?
Order categories you can configure with specific requirements such as mandatory checklists, required skills, and automatic Event templates. See Order Category for a detailed guide to order category configuration.