How can we integrate with Inova for payroll while ensuring employees retain access to the dispatch board and the ability to charge credit cards across multiple business units in ServiceTitan?

Problem

Creating a new business unit for office employees causes the loss of access to dispatch boards and credit card charging capabilities for other business units.

Solution

1. Contact Inova. Inova is responsible for setting up the integration.        

   1. Have them clarify their integration requirements.

   2. Explain the current business unit structure in ServiceTitan.

   3. Ask if they can adjust their integration process to configure it on their end to not get limited support on business units.

2. Understand the current limitations:        

   1. ServiceTitan offers two options for business unit access:                

      1. Access to one business unit.

      2. Access to all business units.

3. Review the impact of changing business units:        

   1. Changing an employee's business unit restricts their access to other units.

   2. This affects their ability to view dispatch boards and charge credit cards.

4. Consider alternative solutions:        

   1. Explore if Inova can work with your existing setup.

   2. Discuss possible workarounds with Inova.

5. Vote for feature improvement:        

   1. Go to the ServiceTitan Idea Portal.

   2. Find the idea that matches your needs.

   3. Vote for the idea to help prioritize its development.

6. Maintain the current setup temporarily:        

   1. Keep the existing business unit structure.

   2. This preserves access to dispatch boards and credit card charging.

7. Monitor for updates:        

   1. Check the release notes regularly.

   2. Look for new features related to business unit management.

Remember, changing business units will affect employee access to ServiceTitan features. Work closely with Inova to find a solution that meets your payroll needs without disrupting your operations.