Create a business unit
1
Open Business Units
In ServiceTitan, go to Settings → Operations → Business Units.
2
Add the unit
Select Add, give it a name and choose its trade.
3
Fill in the defaults and save
Add the details ServiceTitan asks for, like the default job types, then save.
Assign technicians to it
You assign a technician from their own profile, not from the business unit.1
Open the technician
In ServiceTitan, open Settings, then Employees & Technicians, and select the technician.
2
Choose their business unit
Pick the business unit they work in. A technician can be in only one.
3
Save
Repeat for each technician who should take jobs.
Test it
1
Open Call Booking
In ServiceTitan, pick a job type in that business unit.
2
Check for open times
You should see times from the technicians you assigned. If you see none, check their shifts and skills next.
More options
What does Avoca check?
What does Avoca check?
During setup, Technician business-unit coverage looks at each business unit that has job types and checks that a technician is in it. It also flags it when none of your technicians are assigned to a business unit.
Do unassigned technicians count?
Do unassigned technicians count?
That depends on your ServiceTitan Adaptive Capacity settings, which Avoca can’t see. Check them in ServiceTitan if you leave technicians unassigned.
Which business units can my assistant book?
Which business units can my assistant book?
You choose that in Avoca. See Catalog and service areas.