Site Categories Template: Create and Edit
Standardize and categorize all job sites to enable accurate analytics, grouping, and reporting.
This section is where you define and manage your company’s Site Categories — allowing each job site to be classified based on its project type or operational focus.
By standardizing these categories, you ensure that all site data, analytics, and reports can be grouped, filtered, and analyzed more effectively.
Purpose
Site Categories allow you to organize and filter your sites according to the type of work being performed — such as Construction, Industrial, or Maintenance.
When a site is created, assigning it to a category helps structure your organization’s data, enabling detailed insights and reports for each type of project.
Access the Site Categories Template
In the side navigation, click Settings → Templates → Site Categories.
The site categories template editor will open, displaying the current configuration or a blank form if it’s your first time creating one.
Creating Site Categories
You can create as many categories as needed to reflect the nature of your company’s work.
Each category defines the kind of environment or industry a site belongs to — helping you maintain consistent naming and analysis across your organization.
Adding a Site Category
Click inside the Category field and enter a category name (e.g., Construction, Industrial, Events & Entertainment).
Add Additional Category Types
To add another category type, click the green Add Category button at the bottom of the last Category field.
Tip: When you click “Update Template,” all category types are automatically sorted alphabetically (A–Z) to keep the list neat and standardized.
Example:
Functionality
When you create or edit a site, you’ll be able to assign it to one of your defined categories.
This links the site’s data — such as scaffolds, inventory, handovers, and inspections — to that specific category.
It enables you to:
Analyze scaffold and inventory usage per category
Report on performance by site type (e.g., industrial vs. heritage sites)
Compare productivity and material utilization across different categories
Remove Site Categories
To delete a site category, click the red trash icon next to the item.
When you delete a site category, only that type will be permanently removed.
Tip: Use caution — deleted categories will no longer be available when creating sites.
Edit Site Categories
To edit existing entries, click inside the text field and type your updates.
Save and Update
Once your site categories are finalized, click Update Template (bottom-right corner).
The system will automatically save and apply your changes across all connected users and devices.
Tip: Any future sites created using this template will have access to the site categories that you have added.
How It Works in Practice
Once your categories are set:
They appear as selectable options in the Site Creation Form.
Each new site automatically carries its category tag, linking it to all associated data.
Reports and analytics can be filtered by category for deeper operational insights.
When you click Update Template, your list of categories is saved and automatically arranged alphabetically (A–Z).
Best Practices
Keep category names short and descriptive.
Avoid creating duplicates (e.g., Film vs. Film & Television).
Align categories with your internal reporting or business sectors.
Regularly review and remove categories that are no longer used.
Let the A–Z auto-sort feature handle organization.
Tips:
Use consistent capitalization (e.g., “Bridge & Highway,” not “bridge & highway”).
Only delete a category if no active sites are assigned to it.
Add new categories when expanding into new industries or service types.
Categorizing sites accurately improves the reliability of your data analysis and forecasting.
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