If you run multiple business out of one office with the same crew and dispatch team, you should consider enabling company divisions.
Once added, company divisions work as a filter for various different sections of ServiceCore. They will allow you to differentiate your customers, their jobs, and their billing.
Additionally, some financial and operational reports offered by ServiceCore will be able to be filtered by divisions.
In this article, will walk you through the steps to enable, add, and edit divisions.
Before You Start
Here are a few things to know before you begin this process:
- You must have Admin or Owner level permission to enable, add, and edit company divisions
- Division can each have their own specific contact information
- Divisions can each have their own specific logo
How to Enable and Add Company Divisions
To enable and add company divisions, follow these steps:
- In the header of ServiceCore, click on your username
- In the list of options that appear, click Settings
- Navigate to the Divisions tab
- Click the Enable Divisions button
- Click Add Division
- Enter in Contact Information (highlighted fields will appear on division-related invoices and emails - Name is the Division Name)
- Enter in the Billing Address (this will show up on division-related invoices and emails)
- Upload a Division Logo (this will show up on division-related invoices and emails)
- Click Add New Division
After you create company divisions
Now that company divisions have been added, you will be able to see them under the Divisions tab of your company settings.
You will also see divisions available for selection whenever you go to create or edit a customer.
How to Edit Company Divisions
To edit a company division, follow these steps:
- In the header of ServiceCore, click on your username
- In the list of options that appear, click Settings
- Navigate to the Divisions tab
- Click the Edit Divisions button
- Make desired changes and click Save
Frequently Asked Questions about Company Divisions
Can I assign a customer to multiple divisions?
Yes, ServiceCore allows you to assign a customer to as many divisions as needed. If divisions are enabled, but you do not have a customer assigned to one, that customer's invoices will reflect your main company information under Company Settings.
Can I delete divisions?
Yes, you can delete a division if necessary. However, ServiceCore will not allow you to delete the division until you have removed all customers assigned to this division. Once you've edited each customer assigned to the division and unchecked the flag for the division you want to delete, you'll be able to permanently delete the division.
Do I really need divisions?
No! Divisions are completely optional.