Only the Access Maintain Support team can create or amend work types, equipment types, trade types, and asset categories. If you need a new option added to the system, contact our Support Team through our Digital Assistant with the required details.
This article explains the different categories and what information to provide when making a request.
Categories explained
Categories | Details | Example |
Work type | A high-level category used to group equipment types under a specific area of the system. | Catering equipment under the Kitchen area. |
Equipment type or asset category name | The item that appears on orders and assets indicates what type of equipment the job relates to and where it is required. | Blenders, coffee machines, grills, and food mixers.
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Trade type | The category that links equipment types to contractors, allowing them to be selected for jobs. | Trade types are configured in the Trades / Item Types section of each contractor and define which equipment a contractor can work on. |
Request a new work type, equipment type, or trade type
To request a new work type, equipment type, or trade type, contact our Support Team through our Digital Assistant and include the following information in the case description:
Where the item should sit in the layout
Example: KitchenThe required work type
Example: Catering equipmentThe name of the new equipment type
Example: Coffee machineThe name of the new trade type
Example: As shown in the Trades / Item Types tab of contractorsWhether the equipment should appear in Asset Management
Whether the equipment should appear in Callouts, Quotes, or both
Whether this request is business critical
The required capital and repair accounting codes
📌 Note: Accounting codes are optional but recommended if available.
Request a new asset category
To request a new asset category, contact our Support Team through our Digital Assistant and include the following information in the case description:
The name of the new asset category
Example: BlendersThe required work type
Example: Catering equipmentThe area of the layout where it should be added
📌 Note: The layout area is only required if a new work type is also needed.