Trouble with Business Units
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05-10-2023 09:33 AM - edited 05-10-2023 09:34 AM
When creating a Job for my company all my Business Units are not showing when i create a Job i was concerned that maybe the Units were not active in Settings but when i looked at it all were showing active. Wondering am i doing something wrong. I just went live on the 10th Im wanting to get a jump on best practices for productivity any help with be appreciated
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05-10-2023 10:13 AM
Also welcome! Please reach out with questions. Community is your best resource.
Dispatch and Office Supervisor - Smelly Mel's Plumbing
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05-10-2023 10:12 AM
Hey! So, be sure the business units you would like to use are associated with the specific Job Type.
To check this, go to Settings, search for Job Types then navigate to your Job Type in question, and select Edit on the right-hand side. This will take you to the Edit Job Type screen. From here, you will be able to see which Business Units are associated with this Job Type!
Don't forget to save/refresh once you've modified your Job Type. Sometimes I find opening a new tab after I've modified something administratively makes it work faster.
Hope it helps!
❤️
Dispatch and Office Supervisor - Smelly Mel's Plumbing
