🧭 How to Create Divisions (and Why They Matter)
Audience: Owners, Admins
Tags: #Divisions, #Setup, #Structure, #Customization, #CompanySize
🧱 What Are Divisions?
Divisions in CrewHero help you organize your business based on:
- Regions or Territories
- Services (e.g. Maintenance, Install, Irrigation)
- Shop Locations
- Managers or Supervisors
- Internal Brands (Snow Ops, Enhancements, etc.)
Each Division can have its own Crews, Team Members, Assignments, and Vehicles — keeping things clean and focused.
🔧 How to Create a Division
- Go to the Manager App
- In the sidebar, click Divisions
- Click “+ Add Division”
- Name your Division (example: "North Region", "Turf Care", "Fleet Ops")
- (Optional) Choose a color or icon to visually group it
- Assign a Manager
- Select the person responsible for this division
- ✅ This sets them up to Send and Receive SMS alerts within their division as we add SMS opportunities
- Click Save — you’re ready to go
🪜 Suggestions Based on Company Size
🟢 Small Companies (1–3 Crews)
Keep it simple:
- One Division (like “Main Division” or your company name)
- Add more as your team grows
Start fast, refine later.
🟡 Mid-Size Companies (4–8 Crews)
Organize by:
- Service (Maintenance, Build, Snow, etc.)
- Shop/Branch Location
- Supervisors or Area Managers
Example:
- “Turf Care”
- “Design/Build”
- “Fleet Ops”
🔴 Large Companies (8+ Crews, Multi-location)
Use divisions to:
- Mirror regions, zones, or branches
- Separate seasonal vs year-round crews
- Assign dispatch and SMS alerts to managers by area
Example:
- “SN – South Region Maintenance”
- “DB – North Hardscape Install”
- “IRR – Irrigation Service”
- “Fleet – HQ”
🎯 Why Divisions Matter
- ✅ Assign crews, vehicles, and users by group
- ✅ Only show people what matters to them
- ✅ Notify the right manager when something changes
- ✅ Improve ownership & communication across your team
🧠 Strategy Tips
- Divisions aren’t permanent — update them as you grow
- Use simple short names with icons (ex: “SN – South 2”)
- Assign managers with phone numbers for critical SMS support
🌟 Final Thought
Divisions are built to match your company’s unique structure.
Start with what makes sense today — then tweak, expand, or rename as you grow.
When everyone knows who’s responsible for what, things run smoother.