--- title: "Add and edit a trade or division" slug: "add-and-edit-a-trade-or-division" updated: 2026-10-15T01:31:00Z published: 2026-10-15T01:31:00Z canonical: "help.servicetitan.com/add-and-edit-a-trade-or-division" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Add and edit a trade or division ## Overview Group your business units (BUs) by trade and division. You can view dashboard metrics and run reports by trade and division, giving you additional ways to measure your business performance. For example, if your business services the HVAC and electrical trades, you can run reports on the sales divisions of both trades, or filter a report for all BUs assigned to your electrical trade. --- ### #### Who uses this feature - Administrators - Applies to all business types - Applies to all trades ## Things to know - You can assign a BU to a single trade and a single division. - By default, administrators can edit trades and divisions. To grant access for other users, [set permissions for an employee](/construction/docs/set-permissions-for-an-employee-or-technician-role) and select the *Edit Business Units* permission. - Trades and divisions are optional. They're used for report and dashboard filtering and don't affect dispatching or your job workflow. ## Add a trade or division Before you can assign BUs to a trade or division, create them: [Add and edit divisions Video](https://fast.wistia.net/embed/iframe/n2rbkxppdx?web_component=true&seo=true&videoFoam=false) 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-629vkjpx.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D)**. 2. From the side panel, go to **Operations** > **Reporting Settings**. 3. On the Business Unit Categories tab, under *Trades* or *Divisions*, click **Add**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-f1749pgg.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D)A pop-up opens. 4. In the **Name** field, enter the name of the trade or division you want to create. 5. When you're finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-ytzpjg5j.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) ## Assign a business unit to a trade or division When you're done adding your trades and divisions, you can assign your BUs to them: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-cwlgppgg.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D)**. 2. From the side panel, go to **Operations** **>** **Business Units**. 3. Click **Edit** for the BU you want to edit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-ub6q8ixf.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 4. From the **Trade** and **Division** dropdowns of the *Edit Business Unit Details* tab, select the trade and division for the BU. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-qlc5fqo7.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 5. When you're finished, click **Save**. ## Edit a trade or division You can deactivate or rename a trade or division. It must be active to use it in report filtering. To edit a trade or division: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-ffrxwtzt.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D)**. 2. From the side panel, go to **Operations** > **Reporting Settings**. 3. On the **Business Unit Categories** tab, click **Edit** for the category you want to edit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-ouqa6w3t.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 4. Make changes to the business unit category: - **Name**—Edit the name of the category - **Active**—Click the toggle to activate or deactivate the category ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-07xe4vx0.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 5. When you're finished, click **Save**. ## Filter a report by trade or division When you have the option to filter a report by BU, you can also filter by trade or division: 1. When you [run a report](/construction/docs/run-filter-and-export-reports), set the filters for your report. 2. Under *Business Unit*, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-bi6q34w4.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D)** and select the business unit categories you want to include. You can select multiple items from the different category types. 3. When you're finished, click **Filter**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-a-trade-or-division-image-htg8yrt0.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A46%3A50Z&se=2026-10-31T00%3A46%3A50Z&sr=c&sp=r&sig=p2S4SG6Vi%2FBhcVBET0PPEGq5V5B3LBrgFYQxglJTJJQ%3D) 4. Click **Run Report**. ## Want to learn more? - Watch [Managing Business Unit Settings](https://servicetitan.docebosaas.com/academy/learn/courses/370/Managing-Business-Unit-Settings) - See [Filter a report](/construction/docs/run-filter-and-export-reports)