Purpose: Categories play a vital role in streamlining the classification of parts at a product level, simplifying pricing and organizational tasks. Essentially, grouping parts into categories facilitates smoother pricing processes and boosts the efficiency of organizing and managing these items.

View setting

➡️ Profile icon > Settings > Parts and stock > Categories > View

Add a category

➡️ Complete Category field > Upload an image > Add category

By incorporating subcategories within each main category for parts in your system, you can enhance organization, streamline inventory management, and improve service efficiency by providing detailed tracking and easy access to specific parts and components associated with different brands and property areas. Below are some examples:

Categorizing Parts by Brand:

Purpose: Organizing parts by brand within the system facilitates streamlined access to manufacturer-specific products, ensuring accurate tracking of inventory, maintenance history, and vendor relationships. For example:

• Grant: Parts and components manufactured by Grant, such as boilers, pumps, and accessories, are categorized under the "Grant" brand within the CRM system. This allows service technicians to easily locate Grant products, view warranty information, and track maintenance history.
• Worcester Bosch: Parts produced by Worcester Bosch, including boilers, heat exchangers, and thermostats, are grouped under the "Worcester Bosch" brand category. Service agents can efficiently manage service requests, track spare parts availability, and schedule maintenance tasks for Worcester Bosch products.
• Panasonic: Components manufactured by Panasonic, such as air conditioning units, ventilation fans, and heat pumps, are categorized within the CRM system under the "Panasonic" brand. This enables seamless management of Panasonic products, from initial installation to ongoing maintenance and support.

Categorizing Parts by Room (e.g., Kitchen, Bathroom):

Purpose: Categorizing parts by room within the system enhances organization and simplifies service management by associating parts with specific areas or systems within a property. For example

• Kitchen: Parts and components related to kitchen appliances (e.g., refrigerator parts, oven components, dishwasher fittings) and fixtures (e.g., sink faucets, cabinet hardware) are categorized under the "Kitchen" room category in the system. Service agents can quickly identify kitchen-related issues, access relevant parts information, and schedule service appointments accordingly.
• Bathroom: Parts essential for bathroom maintenance and repairs, such as plumbing fixtures (e.g., toilet parts, shower valves), hardware (e.g., towel racks, toilet paper holders), and electrical components (e.g., lighting fixtures, exhaust fans), are grouped under the "Bathroom" room category within the system. This allows for efficient management of bathroom-related service requests, inventory tracking, and service history documentation.
  
  

Edit a category

➡️ Edit > Amend Category and/or update photo > Save category.

Delete a category

➡️ Delete > Type "delete" > Delete.

"Delete" is permanent and cannot be undone.

If the Category is associate with a Part or Sub-category, then it cannot be deleted.