Add and edit business units

Overview

A Business Unit (BU) is a method of dividing your company into distinct sections or departments. You can customize the name of each unit to match your company's existing structure. Some common business unit names include Service, Residential, Commercial, Sales, Warranty, Installation, and New Construction.

After creation, BUs can be assigned to technicians, projects, invoices, jobs and even pricebook items if your account is configured to do so. This provides granular reporting and streamlined workflows.

Who uses this feature

Administrators
Applies to all business types
Applies to all trades

Things to know

When you have the appropriate permissions to edit BUs, you can also bulk update them. If you only have the View Business Units permission, you see the Bulk Update button but can't edit it.
Talk to your CSM first before adding BUs to an existing live account. Our Best Practices for Managing BU's is a helpful article to get you started, but account-specific implications must be considered.

Business Unit use cases

Stronger Reporting

Generate company-wide reports or segment data by business units to analyze specific areas of excellence or improvement needs by department. Share reports customized by the department with managers.

More Granular Dashboards

Add your BUs to your Dashboard for a more specific performance analysis. Spark healthy internal competition with departmental leaderboards. For help, see how to Map BUs to Technician Scorecards.

Better Organization

Narrow your search and filter the display of information. Filtering information by Business Unit will allow your team to access the information they need and group it to make completing their tasks more efficient. Take it a step further by Setting up BU Categories.

More Streamlined Workflows

Customize your workflows using conditions based on Business Unit. Set automation, triggers, default templates, and tasks dependent on the BU assigned. For example: Create an invoice template for commercial vs. residential projects. Or send an alert to someone when a form is submitted on a service job versus a different person when the same form is submitted on an install job.

Other Opportunities

This is not a comprehensive list of ways Business Units can assist you. We recommend speaking with your CSM to explore additional opportunities based on your account configuration.

Add a business unit

Go to the top toolbar and click Settings .
In the side panel, click Operations > Business Units.
Click Add to create a new BU.
On the Add a Business Unit screen that opens, enter business unit settings as needed in each of the tabs described below.

Details tab

The Details tab.

Setting	Description
Upload / Remove / Change	[Optional] Upload your company logo for your emailed or printed estimates and invoices. This must be an image file, not a PDF. Accepted image files include .jpeg, .png, .bmp, and .tif. When 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.
BCC	Enter your default BCC email address for receiving copies of invoices, estimates, forms, statements, work orders, and projects.
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.
Default Warehouse	Select the warehouse the Business Unit will consume items from most often.
Material SKU	Search for a material SKU. This is the SKU in the Pricebook, used 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 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. Contents on the PDF will appear on the printed invoice.
Authorization Paragraph	Enter an authorization paragraph. This is a short paragraph that customers agree 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 can't 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 {BusinessUnitOfficialName}: The official name of the business unit {ServiceLocationName}: The name of the service location {ServiceLocationAddress}: The address of the service location {TechnicianName}: The technician with the highest split percentage on the job {TechnicianLicenseNumber}: The license number of the technician with the highest split percentage {Customer Name}: The name of the customer {PaymentDueDate}: The due date of the payment
Acknowledgement Paragraph	Enter an acknowledgment paragraph. This is a statement confirming that the customer has looked at the finished work and authorized it to be 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 {BusinessUnitOfficialName}: The official name of the business unit {ServiceLocationName}: The name of the service location {ServiceLocationAddress}: The address of the service location {TechnicianName}: The technician with the highest split percentage on the job {TechnicianLicenseNumber}: The license number of the technician with the highest split percentage {Customer Name}: The name of the customer
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. Note: If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking No leaves the field blank.
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. Note: If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking No leaves the field blank.
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. Note: If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking No leaves the field blank.
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. Note: If you're bulk updating this field, use the Yes/No selector instead of the checkbox. Clicking No leaves the field blank.

Address tab

The Address tab.

Setting	Description
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

Note: After you finish typing the address, click the Info icon to validate it. If no suggestions appear, make sure the address is entered correctly before saving it.

Payroll tab

The Payroll tab.

Setting	Description
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.

Quickbooks tab

The QuickBooks tab.

Setting	Description
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.

Print Templates tab

If your account has the Document Templates feature enabled, the Print Templates tab appears. From here, you can set a default Invoice Template for this business unit.

From the Invoice Template dropdown, select one of your existing templates configured in Settings > Operations > Document Templates.

A cursor selecting Invoice Template 2 from the Invoice Template dropdown.

Note: This default is used when the customer and invoice don't have their own defaults, and the invoice is associated with this Business Unit.

Edit a business unit

Go to the top toolbar and click Settings .
In the side panel, click Operations > Business Units.
Click Edit to update an existing BU.
Make the necessary changes.
Click Save.

Bulk edit business units

If you need to make mass updates to your Business Units (BUs), you can bulk update them.

Go to the top toolbar and click Settings .
In the side panel, click Operations > Business Units.
Select two or more active BUs you want to edit, then click Bulk Update.
Note: If you select an inactive BU to update, the Bulk Update button is inactive. Deselect the inactive BU to continue.
The Business Unit Bulk Updater screen opens and displays the BUs you selected on the previous page. If you need to add more BUs to edit, select them from the dropdown menu.
Click Select Fields. The Edit Fields window opens where you can choose the fields you want to update for the selected BUs.
Note: You can't make updates to the Name field from the bulk update feature. The Name field must be unique for each BU.
When finished, click Save.
The Business Unit Bulk Updater screen refreshes to display the fields you want to update.
Make any updates to the selected fields, and when you're finished, click Apply Updates.
Note: See the Details tab, Address tab, Payroll tab, and Quickbooks tab sections below for descriptions for each field.

If you select the Official Name, Company Email Address, or Phone Number fields, they're marked as required fields and must be updated. Click Update Selection to update your selected fields.

A cursor clicking Update selection under Update Fields.

If a BU is deactivated while you're bulk updating it, a message pops up to alert you. Click Back to Editing to go back to the Update Field screen to make changes, or click Confirm to continue.

A cursor clicking Back to Editing under Deactivated Business United Detected.

Clearing out fields in bulk

To clear out multiple fields from BUs in bulk:

Select the fields you want to clear out.
Leave the fields empty on the Update Fields screen.
Click Apply Updates to save.
The Blank fields message pops up alerting you that the fields will be updated to blank.
Click Confirm to clear the fields. If you don't want the fields to update to blank, click Cancel and then click Update Selection to remove the fields.

Reactivate a business unit

Go to the top toolbar and click Settings .
In the side panel, go to Operations > Business Units.
On the Business Units screen that opens, on the Active column, click the Filter icon.
From the dropdown, select Inactive, then click Filter.
From the inactive business units list, select the business units you want to reactivate, then click Activate.
On the Confirmation pop-up that opens, click Yes.

When you reactivate the business units, they will be available in ServiceTitan and reconnected in QuickBooks Online (QBO).

Want to learn more?

See Best practices for managing business units
See Add and manage business unit groups for Adaptive Capacity
See Settings - FAQ
Visit the Academy and enroll in Managing Business Unit Settings