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Configuring Categories and Classes
Configuring Categories and Classes

Create and customize categories and classes.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over 2 years ago

PLEASE NOTE: All Categories must have at least one associated Class assigned.


Add a New Category

  • Click on "Configuration".

  • Select the "Categories/Classes" tile.

  • Scroll down to the bottom of the page and click "Add Category".

  • Add a Category Name.

  • Add fees or a labor rate override as needed.

  • Click the Green Check to save changes.


Add a New Class

  • Click on the "Classes" tab.

  • Scroll down to the bottom of the page and click "Add Class".

  • When adding classes, first select the category it will relate to from the drop down list.

  • Enter a class name.

  • Click the Green Check Mark to save changes.


Edit Existing Category or Class

  • To edit an existing Category or Class, click on the item's Notepad.

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