Divisions
Classify leads and projects by division with estimating defaults and accounting integration.
Overview
Divisions are critical to an organization to ensure proper operational and financial reporting. Each division can have its own markup percentages for estimating, accounting GL codes, and yearly margin goals.
When a project is created, a Division must be chosen for that project on the Project Request Form.
The "Divisions" label can be customized via Settings > Form Fields > Projects. Your company may use a different term like "Opportunity Types" or "Business Units".
Accessing This Setting
- Go to Settings > My Company > Divisions
Division List
The divisions list displays all your configured divisions with the following columns:
| Column | Description |
|---|---|
| ID | System-assigned identifier |
| Division | Name of the division |
| Estimate Markup | Default markup percentage for estimates |
| Selections Markup | Default markup percentage for selections |
| Area Contingency | Contingency percentage for area-based calculations |
| GL Code | General ledger code for accounting integration |
| Color | Visual identifier used on boards and reports |
Sorting Divisions
Divisions can be reordered by dragging and dropping rows. The sort order determines how divisions appear in dropdown menus throughout the system.
Showing Disabled Divisions
Toggle Show Disabled Divisions to view and restore previously disabled divisions.
Adding a Division
- Click Add Division
- Complete the division settings (see below)
- Click Add Division to save
Viewing or Editing a Division
- Click on the division name in the list
- Make your changes in the dialog
- Click Save
Division Settings
Basic Information
| Field | Required | Description |
|---|---|---|
| Division Name | Yes | Display name for the division |
| Color | No | Color used for visual identification on boards and calendar |
Classification
Classification fields help categorize your divisions for better organization, reporting, and analysis. These fields allow you to group similar types of work regardless of the division name.
| Field | Required | Description |
|---|---|---|
| Function | No | Distinguishes between customer-facing and internal work |
| Work Type | No | Categorizes the nature of work performed |
Function Types
| Function | Description | Use For |
|---|---|---|
| Operational (default) | Customer-facing work that generates revenue | Most divisions - remodeling, new construction, service work |
| Internal | Company projects not tied to customer revenue | Administrative projects, training, internal improvements |
How Function is Used:
- Reporting - Separate internal projects from customer revenue when analyzing sales performance
- Dashboard Metrics - Exclude internal projects from sales goals and forecasts
- Financial Analysis - Distinguish billable vs. non-billable work in profitability reports
Work Types
| Work Type | Description | Typical Examples |
|---|---|---|
| Full Project | Complete construction, renovation, or installation projects | Kitchen remodel, room addition, new construction |
| Service | Smaller service calls and repair work | Fix a leak, repair drywall, replace fixture |
| Warranty | Work performed under warranty for completed projects | Callback repairs, warranty claims |
| Evaluation | Assessments, inspections, or consultations | Home inspection, project assessment, site visit |
| Non-Billable | Work that won't be invoiced to customers | Internal projects, training, charitable work |
How Work Type is Used:
- Filtering - Filter boards and lists to show only certain types of work
- Reporting - Analyze performance by type of work (e.g., "How much service work vs full projects?")
- Capacity Planning - Understand your mix of project types for resource allocation
- Trend Analysis - Track how your work type distribution changes over time
Even if you don't immediately need these classifications, setting them up now allows you to take advantage of future reporting and filtering features as they become available.
Estimating Defaults
These values are used as defaults when creating estimates for projects in this division.
| Field | Required | Description |
|---|---|---|
| Estimate Markup | Yes | Default markup percentage. Enter 120 for 20% markup (cost × 1.20 = price) |
| Selections Markup | Yes | Default markup for customer selections. Enter 120 for 20% markup |
| Area Contingency | No | Contingency percentage for area-based calculations. Enter 5.5 for 5.5% |
Accounting Integration
| Field | Required | Description |
|---|---|---|
| GL Code | No | Used for accounting integration to categorize revenue/billing for different project types (e.g., "New Construction", "Remodel", "Service Work"). Maps project revenue to specific general ledger accounts. |
| Mileage GL Code | No | Separate GL code specifically for mileage expenses associated with a project type. Used when exporting time entries to prioritize project-specific mileage categorization over employee-level defaults. |
Managing Margin Goals
Each division can have yearly margin goals for performance tracking.
- Click the $ (dollar) icon next to a division
- Enter margin goals for each year (past years through future years are shown)
- Click Save
Margin goals are used in dashboard reporting to compare actual margins against targets.
Disabling a Division
To disable a division from being used on future projects:
- Click on the division name in the list
- Click Disable in the dialog
- Confirm the action
Disabled divisions:
- No longer appear in dropdown menus for new projects
- Remain associated with existing projects
- Can be restored at any time
Restoring a Disabled Division
- Toggle Show Disabled Divisions at the top of the page
- Locate the disabled division (shown with reduced opacity)
- Click the Restore icon
Common Divisions
- Residential
- Commercial
- Design-Build
- Remodeling
- New Construction
- Service/Repair
Where Divisions Are Used
Divisions appear throughout the system:
- Leads & Projects - Categorize by business type
- Estimates - Default markup values
- Sales Pipeline - Filter and analyze by division
- Dashboard Widgets - Filter metrics by division
- Boards - Filter columns by division
- Reports - Performance analysis by division
- QuickBooks Integration - Map revenue to GL codes