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Change a job's business unit

Last updated July 23, 2026

Change the business unit when a different team or division should own the job. Because business units organize job types, staff, and dispatch views, review those connected details before saving.

Common uses​

  • Correct work booked under the wrong division.
  • Transfer responsibility while keeping the same customer, location, and job record.

Before you begin​

Confirm the correct Business Unit. Be ready to choose a compatible Job Type and review the appointment assignment afterward.

Open the editable job header​

  1. Open Operations → Jobs.
  2. Select the job’s Job ID.
  3. Confirm the customer and job number.
  4. Select the pencil in the job header.

The header pencil opens the core classification fields without leaving the job.

Change the business unit​

  1. Open Business Unit.
  2. Select the unit that should own the work.
  3. Review Job Type and choose an available type when needed.
  4. Review Marketing Campaign and Priority.
  5. Select Save.
  6. Confirm the new business unit in the header.

Select the business unit before the job type because the available job types depend on that choice.

After saving, review the job’s appointments and assigned technicians. Open Dispatch when the unit change affects which team should see or perform the work.

What happens next​

The new business unit is used when the job appears in filtered Jobs and Dispatch views. The customer, location, estimates, invoices, and existing appointments remain connected.

Troubleshooting​

The business unit is not listed​

Ask a manager to confirm the unit is active and that your role can use it.

The expected job type disappeared​

The job type list follows the selected business unit. Choose an available type, or cancel and review how the job type is connected in Settings.

You changed the wrong job​

Open the header again and restore the previous business unit and job type, then review the appointment assignment.