Enable and Add Company Divisions

If your company has multiple lines of business under the same Company Name and Tax ID, enabling company divisions in ServiceCore can help you organize operations and manage billing more effectively. 

Divisions allow you to assign customers and their activity to a specific line of business, track performance separately, and use unique logos for division-related invoices and emails.

Before You Start

Here are a few things to know before you continue:

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels. 
• Divisions require contact information and billing address. You can use the same information that is listed in your Company > Information settings if there is not a division-specific contact or billing address.
• If you are planning to add a logo for your division, have a file ready that meets our file size limitations and supported formats. Images should be at least 300 x 300 pixels for best results.

Enable and Add Company Divisions

If this is the first time your company will be adding a division, the first step is to enable divisions. 

1. Go to “Settings.”

2. Your Company > Information settings will open, select “Divisions.”
3. Click “Enable Divisions.”

4. Now that Divisions are enabled, click “Add Division.”

5. Enter the Name of your company’s Division.
6. Add an Abbreviation.
7. Enter a Phone Number.
8. Enter an Email address.

Please Note: Name, Phone, and Email will all appear on division-related invoices and emails.

9.  Enter the Billing Address. This will appear on division-related invoices and emails.
10.  Upload a Division Logo. (Optional) 
11.  Click “Add New Division” to save.

Once you save the division, you’ll see it listed in the Divisions tab within your company settings. 

Use Company Divisions

After you have added your company division(s), you’ll be able to see divisions available for selection whenever you go to create or edit a customer.

Edit or Delete a Division

If you ever need to make changes to an existing division, or remove it from your list, you have options available to each added division.

Edit a Division:

1. Select “Divisions” in Company settings.
2. Click “Edit Division.”

3. Make any needed changes and click “Save.”

TIP: You can also open the editor for a division by clicking its name in your Divisions list!

Delete a Division:

Divisions can be deleted, but only after all customers assigned to them have been unassigned. Once no customers are linked to the division, you can delete it permanently. 

To delete a division:

1. Select “Divisions” in Company settings.
2. Click the down arrow next to “Edit Division” for the division.
3. Select “Delete this Division” in the drop-down menu. 

FAQs

Can a customer belong to more than one division?

Yes. You can assign a customer to multiple divisions if they work with different parts of your business. If a customer isn’t assigned to a division, they will default to the main company.

Do divisions affect the way my invoices look?

Yes. Each division can have its own logo and billing information that appear on invoices. 

Do I have to set up divisions?

Nope! Divisions are completely optional. 

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!