---
title: "Add and edit business units"
slug: "add-and-edit-business-units-3"
updated: 2026-10-15T14:46:59Z
published: 2026-10-15T14:46:59Z
canonical: "help.servicetitan.com/add-and-edit-business-units-3"
---

> ## 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 business units

## Overview

A Business Unit (BU) is a method of dividing your company into distinct sections or departments. You can customize the name of each unit to match your company's existing structure. Some common business unit names include Service, Residential, Commercial, Sales, Warranty, Installation, and New Construction.

After creation, BUs can be assigned to technicians, projects, invoices, jobs and even pricebook items if your account is configured to do so. This provides granular reporting and streamlined workflows.

[Add and edit business units Video](https://fast.wistia.net/embed/iframe/vte8dyqe1n?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators
- Applies to all business types
- Applies to all trades

## Things to know

- When you have the appropriate permissions to edit BUs, you can also bulk update them. If you only have the *View Business Units* permission, you see the **Bulk Update** button but can't edit it.
- Talk to your CSM first before adding BUs to an existing live account. Our [Best Practices for Managing BU's](/construction/docs/best-practices-for-managing-business-units) is a helpful article to get you started, but account-specific implications must be considered.

## Business Unit use cases

**Stronger Reporting**

Generate company-wide reports or segment data by business units to analyze specific areas of excellence or improvement needs by department. Share reports customized by the department with managers.

**More Granular Dashboards**

Add your BUs to your Dashboard for a more specific performance analysis. Spark healthy internal competition with departmental leaderboards. For help, see how to [Map BUs to Technician Scorecards](/construction/docs/map-business-units-to-technician-scorecards).

**Better Organization**

Narrow your search and filter the display of information. Filtering information by Business Unit will allow your team to access the information they need and group it to make completing their tasks more efficient. Take it a step further by [Setting up BU Categories](/construction/docs/add-and-edit-a-trade-or-division).

**More Streamlined Workflows**

Customize your workflows using conditions based on Business Unit. Set automation, triggers, default templates, and tasks dependent on the BU assigned. For example: Create an invoice template for commercial vs. residential projects. Or send an alert to someone when a form is submitted on a service job versus a different person when the same form is submitted on an install job.

**Other Opportunities**

This is not a comprehensive list of ways Business Units can assist you. We recommend speaking with your CSM to explore additional opportunities based on your account configuration.

## Add a business unit

1. Go to the top toolbar and click **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)**.
2. In the side panel, click **Operations** > **Business Units**.
3. Click **Add** to create a new BU. ![A cursor clicking Add on the Business Units screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-p8v91cx1.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)
4. On the *Add a Business Unit* screen that opens, enter business unit settings as needed in each of the tabs described below.

## Details tab

![The Details tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-dp3x14z5.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

| **Setting** | **Description** |
| --- | --- |
| **Upload / Remove / Change** | [Optional] Upload your company logo for your emailed or printed estimates and invoices. This must be an image file, not a PDF. Accepted image files include .jpeg, .png, .bmp, and .tif. When you have uploaded your company logo, you have the option to remove or change your company logo. |
| **Name** | Enter the business unit name. The business unit name is designed for internal use only, not customer-facing. This field can be used to customize reports in QuickBooks, so transactions can be viewed by business unit. While the actual business unit Name does not export to QuickBooks, you can assign a QuickBooks class to the business unit Name. |
| **Official Name** | Enter the official name of the business unit. The official name of the business unit is designed to be customer-facing. When you enable customer notifications (**Settings** **>** **Communications** **>** **Customer Notifications**), the Official Name displays on text and email notifications to the customer. |
| **License Number** | Enter the license number. This is the state compliance number visible on the customer-facing contract. |
| **Email** | Enter your company email. Invoices, estimates, schedules reports, and surveys are sent from this email address unless otherwise noted in their specific sections. |
| **BCC** | Enter your default BCC email address for receiving copies of invoices, estimates, forms, statements, work orders, and projects. |
| **Phone Number** | Enter your company phone number |
| **Trade** | Select the trade attribute of the business unit. This allows for refined filtering. |
| **Division** | Select the division to which the business unit is attached. This is used for some KPI calculations and allows for refined filtering. |
| **Tags** | [Optional] Enter a tag name to add to the business unit. This automatically tags all jobs booked for this business unit moving forward. |
| **Default Warehouse** | Select the warehouse the Business Unit will consume items from most often. |
| **Material SKU** | Search for a material SKU. This is the SKU in the Pricebook, used to transfer materials to QuickBooks. |
| **Currency** | Select a currency. You can choose from USD and CAD. |
| **Invoice Header** | Enter an invoice header. This appears at the top of every invoice. The invoice header typically includes the official business unit name, address, and phone number. |
| **Invoice Message** | Enter an invoice message. This is the message that appears at the bottom of every invoice or estimate. |
| **Minimum Post Date** | [Optional] Enter a minimum post date. This is the earliest date to post an invoice or to create an inventory transaction, including returns, adjustments, purchase orders, and receipts. |
| **Default Tax Rate** | Enter a default tax percentage. All taxable tasks on your invoices are taxed at this rate unless the service location has its own tax zone that has a different rate. |
| **Warranty Amount** | Enter a warranty amount. This is the warranty reserve amount specified to be consumed for every hour of a warranty job for this business unit. |
| **Overtime** | Select overtime pay: - **Standard**: Overtime pay for all hours worked in excess of 40 hours in a workweek. - **CA**: Overtime pay for the first 4 hours worked in excess of 8 hours in a work day. Double-time pay for all hours worked thereafter until the beginning of the next workday. - **10 Hour Workday**: Overtime pay for hours worked in excess of 10 hours in a day. Overtime pay for hours worked in excess of 40 hours in a week. - **8 Hour Workday**: Overtime pay for hours worked in excess of 8 hours in a day. Overtime pay for hours worked in excess of 40 hours in a week. |
| **Goal** | [Optional] Enter a goal. This is the daily goal that appears on the Daily Huddle Report. |
| **Authorization Agreement** | [Optional] Upload a PDF of your Authorization Terms and Conditions. Contents on the PDF will appear on the printed invoice. |
| **Authorization Paragraph** | Enter an authorization paragraph. This is a short paragraph that customers agree to, authorizing the work to be performed. Use {Terms} to generate a clickable link to the Authorization Agreement PDF that can be referenced in the test; without {Terms}, an uploaded Authorization Agreement can't be seen by the customer. Use {Total} for the Invoice Total. You can include any of the following placeholders in your authorization paragraph: - **{Total}**: The invoice's total - **{AuthorizedAmount}**: The invoice's total at the time the customer provides an authorization signature - **{Terms}**: The link to terms and conditions - **{BusinessUnitOfficialName}**: The official name of the business unit - **{ServiceLocationName}**: The name of the service location - **{ServiceLocationAddress}**: The address of the service location - **{TechnicianName}**: The technician with the highest split percentage on the job - **{TechnicianLicenseNumber}**: The license number of the technician with the highest split percentage - **{Customer Name}**: The name of the customer - **{PaymentDueDate}**: The due date of the payment |
| **Acknowledgement Paragraph** | Enter an acknowledgment paragraph. This is a statement confirming that the customer has looked at the finished work and authorized it to be completed. You can include the following placeholder in your acknowledgment paragraph: - **{Total}**: The invoice's total - **{AuthorizedAmount}**: The invoice's total at the time the customer provides an authorization signature - **{BusinessUnitOfficialName}**: The official name of the business unit - **{ServiceLocationName}**: The name of the service location - **{ServiceLocationAddress}**: The address of the service location - **{TechnicianName}**: The technician with the highest split percentage on the job - **{TechnicianLicenseNumber}**: The license number of the technician with the highest split percentage - **{Customer Name}**: The name of the customer |
| **Mark jobs from this business unit No Charge / Unconvertible by default** | Check this box if you would like to automatically mark jobs from this business unit as No Charge/Unconvertible. No Charge jobs include Recall jobs, Warranty jobs, and Other complimentary services. See [Mark jobs as no charge or non-opportunity by default](/construction/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default) for more information on No Charge jobs. A job is considered Unconvertible if it is marked as a No Charge job, a Recall job, or a Warranty job and the invoice amount is less than the sold threshold. > [!NOTE] > **Note:** If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking **No** leaves the field blank. |
| **Mark jobs for Residential customers from this business unit as No Charge / Unconvertible by default** | Check this box if you would like to automatically mark jobs for Residential customers from this business unit as No Charge/Unconvertible. No Charge jobs include Recall jobs, Warranty jobs, and Other complimentary services. See [Mark jobs as no charge or non-opportunity](/construction/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default) for more information on No Charge jobs. A job is considered Unconvertible if it is marked as a No Charge job, a Recall job, or a Warranty job and the invoice amount is less than the sold threshold. > [!NOTE] > **Note:** If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking **No** leaves the field blank. |
| **Mark jobs for Commercial customers from this business unit as No Charge / Unconvertible by default** | Check this box if you would like to automatically mark jobs for Commercial customers from this business unit as No Charge/Unconvertible. No Charge jobs include Recall jobs, Warranty jobs, and Other complimentary services. See [Mark jobs as no charge or non-opportunity](/construction/docs/mark-jobs-as-no-charge-or-non-opportunity-by-default) for more information on No Charge jobs. A job is considered Unconvertible if it is marked as a No Charge job, a Recall job, or a Warranty job and the invoice amount is less than the sold threshold. > [!NOTE] > **Note:** If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking **No** leaves the field blank. |
| **Don't show technician item prices** | Select to hide *ALL* pricing in mobile on a job based on the job's BU. This includes all items in Pricebook, price-related smart fields in PDF forms with N/A, and disables the technician's ability to email the PDF form from mobile. > [!NOTE] > **Note:** This setting overrides a [technician's permissions settings](/construction/docs/set-pricebook-permissions) even if they have the *View Item Prices* permission enabled. > [!NOTE] > **Note:** If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking **No** leaves the field blank. |

## Address tab

![The Address tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-drsghehf.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

| **Setting** | **Description** |
| --- | --- |
| **Street** | Business unit's street address |
| **City** | Business unit's city |
| **State** | Business unit's state |
| **Zip** | Business unit's ZIP code |
| **Country** | Business unit's country |

> [!NOTE]
> **Note:** After you finish typing the address, click the **Info** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-help-active.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D) icon to validate it. If no suggestions appear, make sure the address is entered correctly before saving it.

### Business unit addresses and the Avalara integration

If your account is integrated with Avalara, the business unit address can also be used to calculate sales tax. This applies only when your Avalara account is set up and the option **Use business unit and service location for invoice tax addresses** is turned on. See the [Avalara integration guide](/construction/docs/avalara-integration-guide).

When that option is turned on, ServiceTitan sends the business unit address to Avalara as the origin (ship from) address for invoices on that business unit. Every business unit that bills through Avalara needs a complete address on this tab. If a business unit does not have one, tax cannot be calculated for its invoices and an error appears.

> [!NOTE]
> **Note:** To add or update addresses on several business units at once, see [Bulk edit business units](/construction/docs/add-and-edit-business-units-3#bulk-edit-business-units).

## Payroll tab

![The Payroll tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-xr8v5d5l.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

| **Setting** | **Description** |
| --- | --- |
| **Seller % Fee** | Enter a seller percentage fee. This can be activated for custom payroll configurations. When this feature is enabled, the technician on the job gets docked for having another technician as the Sold By. |
| **Flat Fee** | Enter a flat fee. This charges a flat fee to the technician off the top of every job (subtotal). |
| **Minimum Flat Fee** | Enter a minimum flat fee. This is the minimum dollar amount on the job that is required for the flat fee to begin. |
| **% Fee** | Enter a percentage fee. This charges a percentage fee to the technician off the top of every job (subtotal). |
| **Minimum % Fee** | Enter a minimum percentage fee. This is the minimum percentage amount on the job that is required for the fee percentage to begin. |
| **Cost Markup** | Enter a cost markup percentage. This is the percent markup over the initial cost of materials. |

## Quickbooks tab

![The QuickBooks tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-o79jjc8d.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

| **Setting** | **Description** |
| --- | --- |
| **Root Sales Account** | [Optional] Enter a root sales account. This is a top-level account in QuickBooks. It is only necessary to include a root sales account when all of your accounts are subaccounts of a single primary account. |
| **QuickBooksClass** | Enter a QuickBooks class. If you have classes set up in QuickBooks and want to continue filtering your invoices by class, you can enter the class in this field for this business unit. |
| **Download connector file** | Click this to download the connector file. |
| **View log** | Click this to view a log of QuickBooks details for this business unit. |

## Print Templates tab

If your account has the [Document Templates](/construction/docs/document-templates-overview) feature enabled, the *Print Templates* tab appears. From here, you can set a default *Invoice Template* for this business unit.

From the **Invoice Template** dropdown, select one of your existing templates configured in **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D) > Operations > Document Templates**.

![A cursor selecting Invoice Template 2 from the Invoice Template dropdown.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-yt70y4ao.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

> [!NOTE]
> **Note:** This default is used when the customer and invoice don't have their own defaults, and the invoice is associated with this Business Unit.

## Edit a business unit

1. Go to the top toolbar and click **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)**.
2. In the side panel, click **Operations** **> Business Units**.
3. Click **Edit** to update an existing BU.
4. Make the necessary changes.
5. Click **Save**. ![A cursor clicking Edit for a Business Unit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-3m1kp2zb.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

## Bulk edit business units

If you need to make mass updates to your Business Units (BUs), you can bulk update them.

1. Go to the top toolbar and click **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)**.
2. In the side panel, click **Operations > Business Units**.
3. Select two or more *active* BUs you want to edit, then click **Bulk Update**. ![A cursor clicking Bulk Update.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-lcgjrxf4.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

> [!NOTE]
> **Note:** If you select an inactive BU to update, the **Bulk Update** button is inactive. Deselect the inactive BU to continue.
4. The *Business Unit Bulk Updater* screen opens and displays the BUs you selected on the previous page. If you need to add more BUs to edit, select them from the dropdown menu. ![A cursor selecting the Search business unites dropdown which already has several BUs selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-xse0j7bw.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)
5. Click **Select Fields**. The *Edit Fields* window opens where you can choose the fields you want to update for the selected BUs. ![A cursor selecting the Tags option under Edit fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-3cletym0.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

> [!NOTE]
> **Note:** You can't make updates to the Name field from the bulk update feature. The Name field must be unique for each BU.
6. When finished, click **Save**. The *Business Unit Bulk Updater* screen refreshes to display the fields you want to update.
7. Make any updates to the selected fields, and when you're finished, click **Apply Updates**. ![A cursor clicking Apply Updates under Update Fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-fqmjdgrt.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

> [!NOTE]
> **Note:** See the [Details tab](/construction/docs/add-and-edit-business-units-3#details-tab), [Address tab](/construction/docs/add-and-edit-business-units-3#address-tab), [Payroll tab](/construction/docs/add-and-edit-business-units-3#payroll-tab), and [Quickbooks](/construction/docs/add-and-edit-business-units-3#quickbooks-tab) tab sections below for descriptions for each field.

If you select the **Official Name, Company Email Address,** or **Phone Number** fields, they're marked as required fields and must be updated. Click **Update Selection** to update your selected fields.

![A cursor clicking Update selection under Update Fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-rf9jbsjq.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

If a BU is deactivated while you're bulk updating it, a message pops up to alert you. Click **Back to Editing** to go back to the *Update Field* screen to make changes, or click **Confirm** to continue.

![A cursor clicking Back to Editing under Deactivated Business United Detected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-jeb42qe9.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

### Clearing out fields in bulk

To clear out multiple fields from BUs in bulk:

1. Select the fields you want to clear out.
2. Leave the fields empty on the *Update Fields* screen.
3. Click **Apply Updates** to save. The *Blank fields* message pops up alerting you that the fields will be updated to blank.
4. Click **Confirm** to clear the fields. If you don't want the fields to update to blank, click **Cancel** and then click **Update Selection** to remove the fields. ![A cursor clicking Confirm under Blank fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-3nx2k81r.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)

> [!NOTE]
> **Note:** If your account is integrated with Avalara, do not clear the address fields on business units that bill through Avalara. See [Business unit addresses and the Avalara integration](/construction/docs/add-and-edit-business-units-3#business-unit-addresses-and-the-avalara-integration).

## Reactivate a business unit

1. Go to the top toolbar and click **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)**.
2. In the side panel, go to **Operations > Business Units**.
3. On the *Business Units* screen that opens, on the *Active* column, click the **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D) icon.
4. From the dropdown, select **Inactive**, then click **Filter**. ![A cursor clicking Filter after selecting the Inactive filter.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-capnf1gr.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)
5. From the inactive business units list, select the business units you want to reactivate, then click **Activate**. ![A cursor clicking Activate with multiple inactive BUs currently selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-business-units-image-odvownwz.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)
6. On the *Confirmation* pop-up that opens, click **Yes**.

When you reactivate the business units, they will be available in ServiceTitan and reconnected in QuickBooks Online (QBO).

## FAQ

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#### What's a business unit?

In ServiceTitan, a business unit is generally a division within your business. For example, if you run a business that has multiple departments, such as install and sales, classify each department as a unit in ServiceTitan. When there's revenue or tasks completed for each, you can track performance separately in reports. After you set up all your business units, you can track and report on them. If you have multiple locations, you can assign business units to those, too.

As a best practice, we recommend you create the following business units for each division: install, service, sales, and maintenance.

#### How can I edit the PDF version of an invoice?

The invoice PDF depends on the Business Units (BU). To edit the PDF version of an invoice:

1. Go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/settings-faq-image-c78daj46.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A01Z&se=2026-10-30T23%3A50%3A01Z&sr=c&sp=r&sig=7LH4f2nB8GYw1QhWzm76m7A0Ydr1V4qigZLl5%2BOhB%2Fg%3D)**.
2. In the side panel, click **Operations > Business Units**.
3. Locate the BU for the invoice and click **Edit**.
4. Make changes to the *Invoice Header* and *Invoice Message* as needed.
5. When finished, click **Save**.

#### Can business units be duplicated?

No, you need to manually create a new business unit and fill in the details matching the business unit you wanted to duplicate.

#### Why do I need an address on my business unit?

The business unit address appears on printed and emailed documents when you include it in the *Invoice Header*, and it identifies where the business unit operates.

If your account is integrated with Avalara and you have turned on **Use business unit and service location for invoice tax addresses**, the address is also used to calculate sales tax. In that case a business unit without a complete address cannot have tax calculated for its invoices, and you may see a *Ship From address is required* error when booking a job or collecting a payment. See the [Avalara integration guide](/construction/docs/avalara-integration-guide).

## Want to learn more?

- See [Best practices for managing business units](/construction/docs/best-practices-for-managing-business-units)
- See [Add and manage business unit groups for Adaptive Capacity](/v1/docs/add-and-manage-business-unit-groups-for-adaptive-capacity)
- See [Settings Home](/construction/docs/settings-home)
- See [Avalara integration guide](/construction/docs/avalara-integration-guide)
- Visit the Academy and enroll in [Managing Business Unit Settings](https://servicetitan.docebosaas.com/academy/learn/courses/370/managing-business-unit-settings)