Add and edit business unitsLast updated on 02/23/2023

Upload / Remove / Change

[Optional] Upload your company logo for your emailed/printed estimates and invoices. This must be an image file, not a PDF. Accepted image files include .jpeg, .png, .bmp, and .tif. Once 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.

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.

Material SKU

Search for a material SKU. This is the SKU in the Pricebook, utilized 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 a 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.

Authorization Paragraph

Enter an authorization paragraph. This is a short paragraph that customers agrees 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 is not 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

• {TechnicianName}: The technician with the highest split percentage on the job

• {TechnicianLicenseNumber}: The license number of the technician with the highest split percentage

Acknowledgement Paragraph

Enter an acknowledgment paragraph. This is a statement confirming that the customer has looked at the finished work and authorized it’s 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

• {TechnicianName}: The technician with the highest split percentage on the job

• {TechnicianLicenseNumber}: The license number of the technician with the highest split percentage

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 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.

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 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.

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 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.

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: This setting overrides a technician’s permissions settings even if they have the View Item Prices permission enabled.

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

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.

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.