Equipment Categories

An Equipment Category is a label you use to group similar pieces of Equipment together — for example Computers, Vehicles, Office Furniture, or Heavy Machinery. Each category can have a default responsible technician, so every new equipment placed in that category automatically inherits the right person to look after it.

Use Case: Create a category for every type of asset you maintain. This makes filtering, reporting, and assigning the right technician much faster.

In simple words: A Category is a folder for similar equipment. Put all your laptops in a "Computers" category, all your trucks in a "Vehicles" category, and so on.

Steps to Create a New Equipment Category

1. Navigate to Maintenance → Configurations → Categories as shown below:

   

2. Click New Category and fill in the following details:

   General Information

   • Name: The name of the category (e.g. Computers, Vehicles, Printers). Must be unique.
   • Responsible: The default technician who looks after every equipment placed in this category. New equipment will pick this person automatically.
   • Company: The company the category belongs to (useful in multi-company setups).
   • Note: A free-text description — anything that helps explain what kind of equipment belongs in this category.
   

3. Action Buttons:

   • Create – Save and open the category record.
   • Create & Create Another – Save and open a blank form for the next category.
   • Cancel – Discard and return to the list.

Category View Page

After creation, you are redirected to the Category View Page which summarizes the general information you saved.

You can also:

• Edit: Modify any saved field.
• Delete: Remove the category. Note: deleting a category does not delete the equipment inside it — those records simply lose their category.

List View — Groups & Actions

The Categories list view shows every category with the following columns: Name, Responsible, Company, and Created At.

You can:

• Group by: Responsible.
• Search by: Name.
• Bulk Actions: Delete selected categories.

Summary

Equipment Categories help you:

• Group similar Equipment together for easy filtering and reporting.
• Automatically assign the right default technician to every new equipment.
• Keep your equipment list organized as it grows.

Next step: After creating categories, set up your Maintenance Teams and the Stages used in maintenance requests.