> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What are Job Categories?

> Understand what Job Categories are and how it works in ServiceM8.

To view, organise & run basic reports by different job types or characteristics, you can use **Job Categories**.

You can create custom Job Categories in the Online Dashboard, and assign a Job Category in the job card (next to 'Job Status').

## Go to Account > Settings > Job Categories to edit existing categories, or create new ones:

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-479-4b527dbd-786a-4b27-b72d-635fb5ee79f3.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=a774fad18ac405f887aa25ebec06f45c" alt="Job Categories in account settings" width="855" height="334" data-path="images/009-378-479-4b527dbd-786a-4b27-b72d-635fb5ee79f3.png" />

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-480-549ea44b-7e51-49a6-bba6-eebe3238a5e6.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=8ef017cd31ae8d0b38c83a693d4b40cc" alt="Editing and creating job categories" width="855" height="398" data-path="images/009-378-480-549ea44b-7e51-49a6-bba6-eebe3238a5e6.png" />

## You can then assign a Job Category as part of creating & editing jobs:

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-481-bc4d078a-1658-472f-b764-d28bf13224b9.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=0a229c3980f9df44bc3a2d9fe41dfada" alt="Assigning a Job Category in the job card" width="855" height="589" data-path="images/009-378-481-bc4d078a-1658-472f-b764-d28bf13224b9.png" />

## You can also create filters to view jobs by Category in the Dispatch Board:

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-482-8df64805-4070-4172-94ea-75cacf20f19a.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=1eb3351e23337af5d2205adad2f6391b" alt="Creating a filter by Job Category" width="855" height="537" data-path="images/009-378-482-8df64805-4070-4172-94ea-75cacf20f19a.png" />

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-483-64f56e25-a01f-4b19-817f-7098fd754e1b.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=62f428255c3647ad946041cf50d1c43b" alt="Filtered job list by category" width="429" height="711" data-path="images/009-378-483-64f56e25-a01f-4b19-817f-7098fd754e1b.png" />

## Colours set to Job Categories provide a quick way to visually distinguish jobs on the Staff Schedule:

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-484-6d1cc062-3d70-4912-89fc-1bca3eecf5fd.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=7da1f5371c7b50b1f86337bbe5ab77c9" alt="Category colours on staff schedule view" width="855" height="298" data-path="images/009-378-484-6d1cc062-3d70-4912-89fc-1bca3eecf5fd.png" />

You can check or edit the Job Category colours in Settings > Job Categories.

[<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-485-medium-3420899e-97b9-4db7-b81d-4efd5aad83d4.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=926e7edb490f9f4e639ebba6115b4110" alt="Job Category colour settings" width="855" height="282" data-path="images/009-378-485-medium-3420899e-97b9-4db7-b81d-4efd5aad83d4.png" />](/images/009-378-485-3420899e-97b9-4db7-b81d-4efd5aad83d4.png)

## You can also view breakdowns of job volume & revenue by Category in the Reports tab:

<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-378-487-eac8e5f1-ff94-440f-afb7-b0bbd141be3b.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=ccb88493a8473efb89332f1387c3871a" alt="Reports showing job data by category" width="855" height="533" data-path="images/009-378-487-eac8e5f1-ff94-440f-afb7-b0bbd141be3b.png" />

## And, when exporting your jobs to Excel it is possible to segment the data by Category:

<img src="https://mintcdn.com/servicem8/d9pWgThfAoP_djbj/images/002-618-663-caa739cd-50cd-4aa6-ba28-9e55e8a165f7.png?fit=max&auto=format&n=d9pWgThfAoP_djbj&q=85&s=68bdb1e322a4a4b43af3ddda70b28f76" alt="Excel export segmented by Job Category" width="718" height="143" data-path="images/002-618-663-caa739cd-50cd-4aa6-ba28-9e55e8a165f7.png" />
