--- title: "Switch business unit from one Reputation Management location to another: recommended workflow" slug: "switch-business-unit-from-one-reputation-management-location-to-another-recommen" updated: 2026-10-15T00:56:24Z published: 2026-10-15T00:56:24Z canonical: "help.servicetitan.com/switch-business-unit-from-one-reputation-management-location-to-another-recommen" --- > ## 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. # Switch business unit from one Reputation Management location to another: recommended workflow ### Things to know - In order to switch a business unit from one location to another in Reputation Management, firstly, the business unit has to be removed from any active surveys, then it should be removed from the incorrect location. Afterward, it should be available to assign to the correct location and be re-added to a survey. - Each Reputation survey requires at least one business unit to be saved to it. If there's only one business unit assigned to the survey and that business unit needs to be removed, you can add a dummy business unit to that survey so it will allow you to remove the desired business unit. ### Workflows ### Remove business unit from active surveys The business unit should first be removed from any active surveys on the *Review Generation* page. To do that: 1. In the navigation bar, go to *Marketing Pro*, and click **Review Generation** under the *Reputation* section. 2. Click **Edit** next to the Live survey that the business unit is already assigned to. ![SPT-363-1](https://images.ctfassets.net/mb2ty0185mk8/5jJqpP90Dw9LwuAnzu11K4/218cb3059a41ceee32ecdf390643b52e/SPT-363-1.png) 3. On the *Overview* step of the review request flow, click the **Business Units** dropdown and delete the business unit in question. **Note**: Each Reputation survey requires at least one business unit to be saved to it. If there's only one business unit assigned to the survey and that business unit needs to be removed, you can add a dummy business unit to that survey that will allow you to remove the desired business unit. ![SPT-363-2](https://images.ctfassets.net/mb2ty0185mk8/573caI35w1okIcRCFFa51A/3b7d20af5304adecf9edfb6909f6a80c/SPT-363-2.png) 4. Click **Continue** on the bottom right all the way through until the *Update Survey* button appears, and then click **Update Survey** to save the change. Once the business unit has been removed from the active survey, move on to the [Remove business unit from the current location](/construction/docs/switch-business-unit-from-one-reputation-management-location-to-another-recommen#remove-business-unit-from-the-current-location) section. ![SPT-363-3](https://images.ctfassets.net/mb2ty0185mk8/6zcDT5l4JKAEyPV2F9bR5A/d1d2b0584efa15b0b2eeea37326fb74e/SPT-363-3.png) ### Remove business unit from the current location Once the business unit is no longer in any active surveys, it can be removed from its current assigned location. To do that: 1. Go to *Locations* under the *Reputation* section of the *Marketing Pro* page. 2. Click **Edit** for the location the business unit is currently assigned to. ![SPT-363-4](https://images.ctfassets.net/mb2ty0185mk8/3VLrH3qIaR3KW9uSLB9Ap8/740f46c56e94662f796d79ca97124a57/SPT-363-4.png) 3. Scroll down, click the **Business Units** dropdown, and unselect the business unit in question. ![SPT-363-5](https://images.ctfassets.net/mb2ty0185mk8/3aUqNvHXnqFpgQUWE5QiQf/b4007d1cc9ae7081341caf8186ecc457/SPT-363-5.png) 4. Click **Save**. Once the business unit has been removed from the location, move on to the [Add business unit to desired location](/construction/docs/switch-business-unit-from-one-reputation-management-location-to-another-recommen#add-business-unit-to-desired-location-and-active-survey) section. ### Add business unit to desired location and active survey After the business unit has been removed from both the active survey and the incorrect location, it can be added to the correct desired location and then assigned to an active survey. To do that: 1. In the *Locations* page under the *Reputation* section, click **Edit** for the desired location. ![SPT-363-4](https://images.ctfassets.net/mb2ty0185mk8/3VLrH3qIaR3KW9uSLB9Ap8/740f46c56e94662f796d79ca97124a57/SPT-363-4.png) 2. Scroll down, click the **Business Units** dropdown, select the desired business unit, and click **Save.** ![SPT-363-5](https://images.ctfassets.net/mb2ty0185mk8/3aUqNvHXnqFpgQUWE5QiQf/b4007d1cc9ae7081341caf8186ecc457/SPT-363-5.png) 3. Go to *Review Generation* under the *Reputation* section. 4. Click **Edit** next to the desired survey. ![SPT-363-1](https://images.ctfassets.net/mb2ty0185mk8/5jJqpP90Dw9LwuAnzu11K4/218cb3059a41ceee32ecdf390643b52e/SPT-363-1.png) 5. On the *Overview* step of the review generation flow, click the **Business Units** dropdown and select the desired business unit. ![SPT-363-2](https://images.ctfassets.net/mb2ty0185mk8/573caI35w1okIcRCFFa51A/3b7d20af5304adecf9edfb6909f6a80c/SPT-363-2.png) 6. Click **Continue** on the bottom right all the way through until the *Update Survey* button appears, and then click **Update Survey** to save the change. ![SPT-363-3](https://images.ctfassets.net/mb2ty0185mk8/6zcDT5l4JKAEyPV2F9bR5A/d1d2b0584efa15b0b2eeea37326fb74e/SPT-363-3.png) ![SPT-363-6](https://images.ctfassets.net/mb2ty0185mk8/qXzS59AIj9czDjD9DW6JD/78a1a4d0a250c21768529464bcf9ad96/SPT-363-6.png) ### Related Content - [Getting Started with Reputation Management](/construction/docs/get-started-with-marketing-pro-reputation-management) - [Create email surveys](/v1/docs/create-email-surveys) - [Create SMS surveys](/v1/docs/create-sms-surveys) Tools for requesting, monitoring, and responding to online reviews across Google, Yelp, and other platforms. **What it does:** Protects and grows a business's online reputation — the primary driver of inbound calls — by automating review requests and responses. **Also called:** Review management, Online reviews **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns