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Administrator Guide
Last Updated: 2025-06-27
Create Job Categories

Create Job Categories

Have the
settings.admin
 permission.
Use job categories to:
  • Automate rules for things like rate cards, checklists, or timekeeping settings.
    If you configured rules or custom fields using
    Job Category
     as criteria and you make changes to the job category, verify your configurations are still correct.
  • Organize job templates, which you can add to published jobs.
  • Use in reporting metrics, like using job categories to identify trends in vendor performance and adjust distribution scenarios accordingly.
Example: You create job templates for these roles:
  • Automation tester
  • Front end developer
  • Smoke test engineer
You create a
Technology
job category to organize your job templates under. If you create sub-categories under
Technology
 labeled
Developer
 and
Engineer
 and use the Rules by Criteria framework, VNDLY hierarchy rules apply. If you require a certain checklist for all jobs under the
Technology
job category, the job categories
Developer
and
Engineer
 will require the same checklist.
  1. From the header, select
    More
    Company Settings
    .
  2. From the
    Jobs & Work Orders
     section, click
    Job Categories
    .
  3. Click the + icon to add a job category. As you complete the fields, consider:
    Option Description
    Parent Job Category
    This field displays the job category where you selected + by default, but you can select any parent job category to nest your new job category.
    Name
    We recommend choosing unique or meaningful names for each category you create.
    Allow as selectable option?
    Toggle on to enable users to select your job category from drop-downs across VNDLY.
    When this option isn’t toggled on, users can’t select the option across VNDLY (organization and reporting). The parent category is used instead.
    Fee Profile
    Optional.
    You can associate a default fee profile to your job category to assign that fee profile by default to any work orders created from a job with that job category. The fee profile must also be assigned to the applicable vendor profile.
    Bulk Upload
    You can add more than 1 job category at a time using the Bulk Upload feature.
    Download the formatted CSV file to fill out the requirements using the template or upload your own CSV file.
    You need
    job_categories.bulk.create
     permissions to use Bulk Upload.
  4. Click
    Save
    to add your job category.
To delete a job category, verify:
  • It doesn't have any child job categories.
  • It's not used on an active job template.