Overview
Business Units and Job Types give you two flexible ways to organize your work. You can tag each job with a unit (e.g., a division or crew) and a type (e.g., the kind of service being performed), then use those tags to color-code your schedule, filter work orders, and break down revenue in reports.
Each is managed separately in Business Settings, and both come with a set of defaults to get you started right away.
Business Units vs. Job Types
Business Units represent divisions, crews, or operational segments of your business. Use them when you want to separate revenue, scheduling, or reporting by team or service area. Every new business starts with a Default unit.
Job Types describe the nature of the work being performed. Use them to distinguish between recurring maintenance, one-time services, new installs, and so on. Every new business starts with three defaults: New Service, Maintenance, and New Install.
Both can be assigned to the same job independently — a job can have a unit, a type, both, or neither.
When to Use This Feature
You run multiple crews or service divisions and want to track their revenue separately.
You offer different categories of work (installs, maintenance, repairs) and want to filter or report on each independently.
You want to color-code your schedule so different job types or units are visually distinct at a glance.
You need to compare booked vs. collected revenue broken down by unit or job type.
How to Manage Business Units and Job Types
Navigating to the Settings
Go to Business Settings by clicking the gear icon in the top right corner.
Under Business Configuration, select either Business Units or Job Types. Each has its own dedicated page with a table listing all existing entries.
Creating a New Entry
Click the + Add button on the top right of the table.
Enter a name for the unit or job type.
Select a color. This color will be used to visually identify the unit or type on the schedule and elsewhere in the app.
Click Save.
Editing an Entry
Click on the entry you want to edit in the table.
Update the name or color as needed.
Click Save.
Assigning a Unit or Type to a Job
When creating or editing a work order, you'll find Business Unit and Job Type fields in the job details. Select the appropriate values from the dropdowns. Both fields are optional — you can assign one, both, or neither.
Filtering and Reporting
Both Business Units and Job Types can be used as filters when browsing your work orders. Use the filter panel in the Work Orders section to narrow down jobs by unit or type.
For deeper financial analysis, dedicated reports are available for each:
Business Unit Report — breaks down booked vs. collected revenue per unit.
Job Type Report — breaks down booked vs. collected revenue per job type.
These reports help you identify which parts of your business are performing well and where revenue is being left on the table.
Tips and Best Practices
Keep your list short and meaningful. A handful of well-defined units or types is more useful than a long list that gets ignored. Start with the defaults and only add more when there's a clear need.
Use distinct colors. Avoid using similar shades for different entries — the goal is to tell them apart at a glance on the schedule.
Use Business Units to separate financial reporting by crew or division. If you have a residential crew and a commercial crew, putting them in different units makes the revenue reports much more actionable.
Use Job Types to track service mix. Knowing what percentage of your revenue comes from maintenance vs. new installs helps with staffing and pricing decisions over time.
Things to Know
Default entries (New Service, Maintenance, Install, and Default unit) can be edited or deleted like any other entry.
Business Units and Job Types are managed separately — changes to one do not affect the other.
Only users with the appropriate Business Settings permissions can create, edit, or delete units and types.
Colors assigned here are business-wide and visible to all users on the schedule.
Have questions? Reach out via the support chat or email support@motionops.com.