Overview
Categories organise your equipment catalog. Group similar items for easier management and rate setting.
Viewing Categories
Navigate to Manage > Categories.
Creating Categories
- Click Add Category
- Enter:
- Category name
- Description
- Parent category (for hierarchy)
- Save
Category Hierarchy
Create nested categories:
- Powered Access
- Scissor Lifts
- Boom Lifts
- Plant
- Excavators
- Dumpers
Using Categories
- Filter equipment lists
- Set category-level rates
- Group in reports
- Organise rate cards