Inventory items, tires, labor, fees, and services can all be assigned to a category. Using categories can help you stay organized in your shop and provide valuable performance insights into your shop by improving reporting data.

Create a Category

Select the Lists icon from the left-side navigation bar. Select Categories.

Select + New Category.

Name the new category and select Save.

Create a Sub-Category

There are two ways to create a sub-category.

One way is to select the … ellipsis on a category and select + Add Sub-Category.

The other way is to select + New Category, name the sub-category, toggle on Sub-Category, and select the Parent Category. Select Save.

Assign a Line Item to a Category

When creating or editing a part, tire, labor, or fee, you can assign it to a category and/or sub-category.

Assign a Service or Canned Service to a Category

To learn more about assigning services to a category, check out our help article Service Level Categories.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!