Why create equipment categories?
Equipment categories let you group and classify equipment by type, function, or any other criteria that suits your organisation. Once categories are created, you can filter your equipment list by category, link categories to service level definitions, and control which orders can be created per equipment type.
How do I create an equipment category?
- In Handyman Office, go to the Service module (CTRL+F6)
- In the top left menu, select Configuration → Equipment type (or Equipment category, depending on your version)
- Click New (ALT+N)
- Enter a name and description for the category
- Click OK to save
The new category appears in the list and can now be assigned to equipment records. Repeat for each category you want to create.
How do I assign a category to equipment?
Once categories exist, you can assign them to individual pieces of equipment when creating or editing an equipment record. See Assigning categories to equipment for step-by-step instructions.