Maintenance Categories in HirePOS allow you to organize and filter your maintenance records in a customized manner, going beyond the standard status options. This feature enhances the management of maintenance tasks, helping you keep track of specific types of maintenance activities more efficiently.

To add new Maintenance Categories, follow these steps:

1. Navigate to Setup > Maintenance Categories.

2. Click on the option to add new categories as needed.

To make the category dropdown visible on the Maintenance Record screen, you need to enable Maintenance Categories as a requirement. Here's how:

1. Go to Setup > Preferences > Restrictions.

2. In the Other Fields Required section, locate the setting "Maintenance category required for maintenance records".

3. Toggle this setting to enable it.

4. Click Save Changes at the bottom right to apply the changes.

When creating a Maintenance Record (Service), and if you've enabled Maintenance Categories as described above, you will see a dropdown with your list of categories. Each record can be assigned a maximum of one category.

To filter your maintenance records by category:

1. Navigate to Maintenance > Maintenance Records.

2. Open the filter stack by clicking on Filters.

3. You can now filter all on-screen records by category.

4. Additionally, reports related to maintenance can be filtered by category.