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Success Checklist: How to Edit Divisions
Success Checklist: How to Edit Divisions

In this article we will show you where and how to set up your company's divisions. These are used for scheduling and job costing purposes.

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

How to Set Up your Divisions

1. Click "SETUP"

Screenshot of: Click "SETUP"

2. Click "System Setup"

Screenshot of: Click "System Setup"

3. Click "Project Divisions"

Screenshot of: Click "Project Divisions"

4. Click the "Job Type" dropdown and select the job type you want a division for.

Screenshot of: Click the "Job Type" dropdown and select the job type you want a division for.

5. Click this toggle on if you want to be able to schedule this division.

Screenshot of: Click this toggle on if you want to be able to schedule this division.

6. Click the "enter your new division" field and give the division a name.

Screenshot of: Click the "enter your new division" field and give the division a name.

7. Click "Add division"

Screenshot of: Click "Add division"

8. Click "Save".

Screenshot of: Click "Save".

If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.


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