Jumpstart - Trade & business unitsLast updated on 02/23/2023
Enter basic information about your trade and business units. In ServiceTitan, business units are generally divisions in your business. For example, if you run a business that has multiple departments, such as install and sales, classify each department as a business unit in ServiceTitan. This allows you to track revenue and performance in each department separately through our robust reporting features.
Things to know
If your trade isn’t listed, select More Options, and then select a trade from the dropdown menu. If you still don’t see your trade, select Other and enter your trade’s name.
As a best practice, we automatically create the following business units for each trade you select: install, service, sales, and maintenance.
Trade & business units workflow
Step 1: Select your trade
Select all the trades offered by your business. This helps us recommend business units in your industry, making it easier to set up your business units in the next step. When you’re done, click Continue.
Step 2: Your recommended business units
Review the business units that we’ve set up for you based on the trades you selected. Click Learn More for more on how business units are used in ServiceTitan.
To add a business unit:
Click Add Business Unit.
The Add Business Unit pop-up opens.
Enter a name for the business unit.
Click Add. Note: Click the X next to a business unit to remove it.
When you’re done, click Continue.
Want to learn more?
Visit ServiceTitan Academy and enroll in Ready to Jumpstart
See Jumpstart Basics
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.