Organize work with business units

Business units group your work by line of business - for example Maintenance, Service/Repair, and Construction. They color-band your dispatch board, filter routes, and split your scorecards. They're optional; skip them if you run a single line.

Where: Manage (gear) -> Setup -> Business units

1. Open Manage -> Setup -> Business units.
2. Type a unit name in the 'New unit name' box (e.g. Maintenance).
3. Pick a color for the unit using the color swatch - that color bands the unit on your dispatch board.
4. Click 'Add unit'.
5. Repeat for each line of business you run.
6. To rename or recolor a unit later, edit it in the list and it saves automatically; uncheck Active to retire a unit without deleting it.