> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tread.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Departments, Labels & Service Classes

> Optional categorization for reporting and dispatch flow.

## 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.

## Where each one applies

| Object          | Apply it to                                                                                                                                                                          | Use it for                                                                   |
| --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------- |
| Departments     | [Projects and Orders](/concepts/orders-projects), [Customers](/onboarding/master-data/customers), [Vendors](/onboarding/master-data/vendors), [Sites](/onboarding/master-data/sites) | Filter the Dispatch board, Projects list, approvals, and reports by division |
| Labels          | [Users](/onboarding/master-data/users), [Drivers](/onboarding/master-data/drivers), Customers, Vendors, [Equipment](/onboarding/master-data/equipment)                               | Color-coded chips for filtering and quick identification                     |
| Service Classes | Projects, Orders, [rate cards](/workflows/manage-rates)                                                                                                                              | Rate and bill by type of service                                             |

## 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.

## Walkthrough

<Steps>
  <Step title="Add Departments">
    Settings → **Departments** → **Create Department**. Departments group [orders and projects](/concepts/orders-projects), accounts, and [Sites](/onboarding/master-data/sites) for reporting and filtering — the Dispatch board can filter by department. Use them if your finance team already reports by division.

    <img src="https://mintcdn.com/treadtechnologiesinc/tRBpHtvYFvCEZK1I/images/onboarding/departments-form.png?fit=max&auto=format&n=tRBpHtvYFvCEZK1I&q=85&s=1eca55e4a284dc980f6d1b2684b94756" alt="The Create Department dialog with a department name filled in" width="2880" height="1318" data-path="images/onboarding/departments-form.png" />
  </Step>

  <Step title="Add Labels">
    Settings → **Labels** → **Create Label**. Labels are color-coded tags for Users, Drivers, Customers, Vendors, and [Equipment](/onboarding/master-data/equipment). Pick a name and a color — the preview shows the chip drivers and dispatchers will see. Mirror the tags you already use on whiteboards.

    <img src="https://mintcdn.com/treadtechnologiesinc/tRBpHtvYFvCEZK1I/images/onboarding/labels-form.png?fit=max&auto=format&n=tRBpHtvYFvCEZK1I&q=85&s=70d03689dc519bfe2a55402fc96bfe26" alt="The Create Label dialog with a name, color choices, and a live preview chip" width="2880" height="1318" data-path="images/onboarding/labels-form.png" />
  </Step>

  <Step title="Add Service Classes">
    Settings → **Service Classes** → **Create Service Class**. Service classes define the types of hauling service you offer (e.g., Hauling, Plant, Standby) and are used for rating and billing — a [rate card](/workflows/manage-rates) can be narrowed to a specific Service Class.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Verify

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

## Common mistakes

<Warning>
  **Creating a label, department, and service class for every concept.** Pick only what your team will actually use daily and skip the rest.
</Warning>
