Business units group your technicians into crews like Service, Install, or Sales. On the dispatch board, each unit's people are shown together, so a dispatcher planning installs isn't scrolling past the service techs.
Who can do this: owners and admins, from Settings → Team → Business units.
Create a unit
Type a name in the Unit name box (for example Install) and click Add unit.
Add people to it
On the unit's row, click + Add member and pick a person. Repeat for everyone in that crew. Each person can be in one unit at a time — adding someone who's already in another unit moves them.
Under the units you'll see who is still without a unit.
Pick a color
Click the color dot next to the unit's name and choose a color. It helps tell the groups apart on the board.
Put them in order
The dispatch board shows one section per unit, in the order the units are listed here. The line above the list says Drag units into the order you want their sections on the dispatch board.
- Drag: point at a unit and drag it by the grip on its left edge. On a phone or tablet the grip is always visible.
- Tap: click ⋯ on the unit and choose Move up or Move down. The options are greyed out at the top and bottom of the list.
The order saves on its own — you'll see Order saved — and the board picks it up the next time it loads. Anyone without a unit stays in their own section after the last unit.
Rename, change, or delete a unit
| To | Do this |
|---|---|
| Rename | Click ⋯ → Rename on the unit, type the new name, and press Enter |
| Remove someone | Click the × on their name |
| Delete the unit | Click ⋯ → Delete unit and confirm. Its members keep working as normal; they just show under No unit on the dispatch board. |
Good to know
- Only people who can be scheduled on the dispatch board can join a unit — active members who have accepted their invite and whose role puts them on the board. Office-only staff won't appear in + Add member.
- Units only change grouping. They don't limit which jobs someone can be assigned or what they can see.
- The board's sections follow this list. You can set the same order from the dispatch board too: click the gear next to the date, then Team. Each unit shows as a block with its technicians inside — drag a block up or down, or use its ⋯ menu. See Customize the schedule.