Edit a category

What this is

Editing a category lets you rename one of your work order labels — for example, changing “Plumbing” to “Plumbing & Drains”. The new name applies everywhere the category is used, including on work orders that already have it.

When to use it: fix a typo or clarify a category name. You don’t need to edit a category to keep using it.

Before you start

• None.

Steps

1. In the top navigation bar, click the Settings menu (the gear icon, top right), then click Settings.
2. On the Settings page, click the Category tile.
3. Find the category in the list, click the Action button on its row, then click Edit.
4. A pop-up opens with the current name. Type the new name in the Category box.
5. Click Save.

What you’ll see

The pop-up closes and the list refreshes with the updated name. Work orders that already use this category now show the new name, and it appears with the new name in the work order dropdown going forward.

Tips

• Renaming a category does not move or change the work orders attached to it — they simply display the new name.
• Keep the new name short and consistent with your other categories so the work order dropdown stays easy to read.

Related articles

• Add a category
• Delete a category
• Set up your Chart of Accounts