The Shop Manager by Identifix Support Team

The "Categories" tab is a way to track your service mix by overarching groups. Common examples are "Tires", "Maintenance", "High Performance" etc., but you can create whatever and however many categories as you wish.

You'll find the "Categories" page within your Account Settings. Categories are Account Level, not Shop Level, to better track common types of services across an entire organization (including multi-shops).



You will notice a checkbox once you open the Categories page. This will allow you to enable an option to require a category to be chosen on each service.

Creating and Managing Categories

You may add as many categories as you wish, as well as rename existing ones.

NOTE: If you change the name of an existing category, it will update the name on all services to which it was previously assigned.

You may also delete a category, however a message will appear for you to verify that you want to delete the category, as this can affect reporting.

Once you have your list of desired Categories, you can assign them to individual services on any repair order.



Assigning and Viewing a Category

Categories get assigned to individual services.  To view and select a category, click the View Financials modal for the service:


You may also review and assign the service categories in the Close RO modal, for ease:
 

For shops that don't care strongly about categories, you can simply leave these selections set to "None".


You may pick a category when you create a canned job as well.

Shop Manager carries categories across Past Services and Recommendations.  Essentially once a service has a category, it will remember that category and populate it on subsequent repair orders for you.

As time goes along, you will only need to select a category on brand new services you write.

Reporting

Category information may be examined in the Reports $ tab, accessed easily on any device (including mobile) to see how you're doing within service segments.

See the image below for an example of the Category Report. Sections appear based on what categories have been chosen for ROs invoiced during the chosen timeframe.