Business Units allow you to structure your FieldEdge data in a way that makes sense for your company. To learn more about FieldEdge Business Units, click here.
How to set up Business Units for the first time
FieldEdge Business Units is a feature that, for any new customer, will be initially set up by working hand-in-hand with your FieldEdge on-boarding representative. Together, you'll tailor your FieldEdge experience with Business Units that fit your specific needs.
Business Units are categorized by Organizations, Centers, and Sub-Centers. With your FieldEdge on-boarding representative, you'll determine the best configuration of Business Units to fit your company.
Note: Feel free to reach out to your FieldEdge support team if you're looking to enable or modify your Business Units structure.
Users that are set up as Administrators will have the ability to manage the data or company vitals other users can access.
Administrators will then be able to direct which portions of your data your employees have access to in your company.
For example, Joe is starting at your Down Town office today. Your administrators will make sure Joe has only been assigned to the Down Town office Business Unit. This will ensure Joe shows up on the correct reports for the Down Town office, and also so Joe is only assigned work orders associated to the Down Town office.
Do you have a specific task or duty that is only relevant to a particular division of your company? You'll be able to configure FieldEdge so that your agreements, tasks and more, are properly assigned to the correct Business Units.
When Business Units have been enabled in your FieldEdge database, certain screens will contain a new field, allowing you to designate the appropriate Business Unit.
This field will be represented in one of two ways, as a filter for reporting and displaying information or as a classification associated with particular key features (ex: Work Orders or Customers).
How to perform operational updates to your Business Units
As your business grows you may have to update the configuration of your company's Business Units structure. Changing the structure of your Business Units is easy, allowing you to mold FieldEdge to fit your ever evolving company.
An example of adjusting your Business Units might be that you have added a new location in a different city, or maybe you now have a team of electricians to broaden your services.
To start your adjustment, log into FieldEdge with an Administrator User. Go to Settings and select Business Units under the Company section.
From the Business Units screen you will have two options; Add Unit and adjust an existing Business Unit.
This can be used if you're looking to add a new entity to you Business Units structure.
- Example: Recently acquiring a new service center, or opening a new service department.
Selecting an existing unit in the list will allow you to make adjustments to it's configuration.
- Example: Renaming a service center, or updating an Address of a center are some scenarios.
Task is a defined event that a resource performs (technician or user).
In FieldEdge you'll have set up Tasks. These are events that a technician or user will perform within a Work Order. An example could be an AC Tune Up that your HVAC department performs. Or a routine check-up that's performed with each of your maintenance agreements.
Business Units allows you to make sure a Task only shows up in the right division, or department, of your company. For example, we could take the AC Tune Up and associate this Task to the HVAC Business Unit. This will make sure that only Work Orders that are assigned to the HVAC Business Unit have access to the AC Tune Up Task.
A Lead Source is how to tell FieldEdge what helped guide a customer to request service. It could be something such as being referred by a friend, or hearing about your company by a radio or TV spot, or a website such as Angie's List or Craig's List.
When you set up your Lead Source, you'll provide the Business Unit which the source will reside.
For example, if you have an office in Fort Myers, Florida you may have a lead source for a local radio station, "B103.9," to denote a radio spot you are currently promoting. But since this radio station is specific to the Fort Myers, Florida region, you'll select the Business Unit that represents that Fort Myers.
Work Orders in FieldEdge function as requests for service or events, associated with the customers in your database. It may be a request such as an annual tune up, part of a customer's maintenance agreement. But it could also be a service request for a diagnostic.
When enabled in your FieldEdge database, Work Orders will require the selection of a Business Unit.
For example, John from Atlanta, Georgia is requesting service for his air conditioner. At this time he only wishes to have an estimate performed. In FieldEdge, the dispatcher will create this Work Order and be sure to select the appropriate business unit for the HVAC division in the Atlanta region.
When this is done, the Work Order will only be associated with technicians who match the same Business Unit. Selecting a Business Unit for a Work Order will also aid in filter reporting data specific to the designated Business Unit.