Overview
Group your business units (BUs) by trade and division. You can view dashboard metrics and run reports by trade and division, giving you additional ways to measure your business performance.
For example, if your business services the HVAC and electrical trades, you can run reports on the sales divisions of both trades, or filter a report for all BUs assigned to your electrical trade.
Who uses this feature
Administrators
Applies to all business types
Applies to all trades
Things to know
You can assign a BU to a single trade and a single division.
By default, administrators can edit trades and divisions. To grant access for other users, set permissions for an employee and select the Edit Business Units permission.
Trades and divisions are optional. They're used for report and dashboard filtering and don't affect dispatching or your job workflow.
Add a trade or division
Before you can assign BUs to a trade or division, create them:
Go to the top toolbar and click Settings
.From the side panel, go to Operations > Reporting Settings.
On the Business Unit Categories tab, under Trades or Divisions, click Add.
A pop-up opens.In the Name field, enter the name of the trade or division you want to create.
When you're finished, click Save.
Assign a business unit to a trade or division
When you're done adding your trades and divisions, you can assign your BUs to them:
Go to the top toolbar and click Settings
.From the side panel, go to Operations > Business Units.
Click Edit for the BU you want to edit.
From the Trade and Division dropdowns of the Edit Business Unit Details tab, select the trade and division for the BU.
When you're finished, click Save.
Edit a trade or division
You can deactivate or rename a trade or division. It must be active to use it in report filtering. To edit a trade or division:
Go to the top toolbar and click Settings
.From the side panel, go to Operations > Reporting Settings.
On the Business Unit Categories tab, click Edit for the category you want to edit.
Make changes to the business unit category:
Name—Edit the name of the category
Active—Click the toggle to activate or deactivate the category
When you're finished, click Save.
Filter a report by trade or division
When you have the option to filter a report by BU, you can also filter by trade or division:
When you run a report, set the filters for your report.
Under Business Unit, click Filter
and select the business unit categories you want to include. You can select multiple items from the different category types.When you're finished, click Filter.
Click Run Report.