Request Categories
Request Categories classify service requests by type — for example, Plumbing, Electrical, Lift Maintenance or Cleaning. Assigning a category to a request drives default ownership, routing and reporting, making it easier to manage workload across your team.
Categories can be marked as available in the resident portal so that owners and residents can select them when submitting requests themselves. Sub-categories allow further classification, and custom questions can be added to gather specific information when a request of that category is submitted.
List View
Section titled “List View”
| Column | Type | Description |
|---|---|---|
| Name | text | The name of this request category. |
| Order | number | The display order of this category in selection lists. |
| Offer Externally | boolean | When enabled, this category is available to residents submitting requests through the resident portal. |
| Default Owner | picklist | The default team member assigned as owner when a request of this category is created. |
| Parent Category | picklist | The parent category this is a sub-category of, if applicable. |
| Icon File | picklist | The name of an image file associated with this category. |
| User Title | longText | Internal notes about this category and when it should be used. |
| Rejection text | longText | Guidance shown to residents when they select this category in the portal. |
Detail View
Section titled “Detail View”
| Field | Type | Description |
|---|---|---|
| Name | text | The name of this request category. |
| Order | number | The display order of this category in selection lists. |
| Offer Externally | boolean | When enabled, this category is available to residents submitting requests through the resident portal. |
| Default Owner | picklist | The default team member assigned as owner when a request of this category is created. |
| Parent Category | picklist | The parent category this is a sub-category of, if applicable. |
| Icon File | picklist | The name of an image file associated with this category. |
| Image | image | The URL of the image displayed for this category in the resident portal. |
| User Title | longText | Internal notes about this category and when it should be used. |
| Rejection text | longText | Guidance shown to residents when they select this category in the portal. |
| Child Categories | grid | Sub-categories nested under this category for more specific request classification. |
| Category | link | The parent category this sub-category belongs to. |
| Categories | text | The name of this sub-category. |
| Order | number | The display order of this sub-category. |
| Notes | longText | Internal notes about this sub-category. |
| icon | Click to remove item from list | |
| Questions | grid | Custom questions asked when a request of this category is submitted. |
| Question | text | The question text shown to the user. |
| Order | number | The display order of this question. |
| Response Type | picklist | The data type for the answer — e.g. Text, Number, Date, Yes/No. |
| Options | text | Selectable options if this is a multiple-choice question. |
| User Notes / Help | text | Guidance notes shown alongside this question. |
| icon | Click to remove item from list |