Settings - Projects & Tickets - Ticket Categories

Within Projects, Tickets can be assigned to represent specific tasks within the project.

Tickets need to have categories.

Examples

To define all your ticket categories:

For example, a computer repair company may want to categorize PC repairs separate from Apple Mac repairs, since sometimes technicians specialize in one vs. the other.

Sales Projects

• Trials
• Quote
• Sales Order
• Invoice
• Purchase Order
• Rental 
• Contract

In-house Service Projects

• Repair
• Inventory
• New Build

Onsite Service Projects

• Site Preparation
• Demolition
• Installation
• Configuration
• Clean-Up

Steps

Go to the System Settings, under the Projects & Tickets Heading, choose Ticket Categories.

Choose New Category

Enter a Code and Name for the Category. Choose Save.

Repeat as necessary until you have added all the Ticket Categories you need.