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What you’ll do

Add the optional tags that organize how data is filtered, dispatched, and coded. All three are optional — set up only what you’ll actually use.

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Before you start

  • A list of departments your business reports against (e.g., Aggregates, Asphalt, Hauling).
  • A list of dispatch labels you already use on whiteboards or sticky notes (e.g., “Standby,” “Priority,” “Inbound”).
  • A list of service classes from your accounting or job-cost system if you code work by job type.

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Walkthrough

1

Add Departments

Settings → Departments → Add Department. Departments group orders, projects, and equipment for reporting and filtering. Use them if your finance team already reports by division.
2

Add Labels

Settings → Labels → Add Label. Labels are free-form tags dispatchers attach to orders for search and workflow grouping. Mirror the tags you already use on whiteboards.
3

Add Service Classes

Settings → Service Classes → Add Service Class. Service classes code work by job type (e.g., Hauling, Plant, Standby) and flow into accounting exports.
4

Skip what you don't need

None of these are required. Add only what your team will use day to day. You can come back later.

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Verify

Each panel lists the rows you added. Create a test order — the new department, label, and service class show up as options on the order form.

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Common mistakes

Creating a label, department, and service class for every concept. Three overlapping tags on the same order is one too many. Pick the one your team actually filters by and skip the rest until you have a clear use.