Customize categories for work orders, assets, parts, and costs.
Creating a Category
Categories are defined by your company, not by FreeMaint — the list is not fixed, and you never need to ask us to add one. Creating a category requires the "categories:create" permission, which the Administrator and Manager roles have by default; a role with read-only access sees the categories but no create option.
From the form you are filling in
Open the "Category" dropdown on any work order, asset, part, tool or PM form and click "+ Create new category" at the bottom. The category is created and selected immediately, without leaving the form.
From Company Settings
Go to Company Settings > Categories. Each entity type has its own tab, with "Add Category" plus edit and delete. This is also where you set a colour, an icon and a description.
Category Types
Work Order
Preventive, Corrective, Emergency, Inspection
Asset
Production, HVAC, Electrical, etc.
Part
Mechanical, Electrical, Consumables
Cost
Contractor, Rental, Service, Transport
Ordering categories
In Company Settings > Categories, the "Order" column has two arrows on each row. Use them to put the categories of a tab in the order you want: that order is used in the dropdowns and for the folders of the preventive maintenance list — for example "12 Months", "6 Months", "Monthly", "Weekly", longest interval first. Categories you never move are listed after the ordered ones, alphabetically. Reordering requires the "categories:update" permission.
Tip
Related articles
Was this page helpful?