Tag jobs with a Business Unit. BDB rolls revenue, costs, margin, and marketing spend up per segment — and shows them side-by-side so you can see which part of the business is making money.
| Location | Revenue | Job Costs | Margin % | Jobs |
|---|---|---|---|---|
| Downtown | $284,500 | $198,200 | 30.3% | 42 |
| Westside | $192,800 | $148,900 | 22.8% | 31 |
| North County | $156,200 | $103,400 | 33.8% | 28 |
| Untagged | $14,300 | $11,900 | — | 3 |
When you run 3 locations or 4 service lines, the company-wide P&L hides which segment is profitable. The numbers blend together. You see a 28% gross margin and you think the business is healthy — but two locations are subsidizing one that's bleeding, and you can't tell from the consolidated report.
You can't fix what you can't see. If Downtown is running at 33% margin and Westside is running at 22%, that's a fixable problem — but only if you know it exists. By the time you find out from year-end financials, you've already eaten 12 months of bad data.
Tagging records in QBO with Classes is half a solution. Classes give you a tag, but they don't give you the comparison view. You need a dashboard that puts every segment side-by-side — revenue, earned revenue, job costs, margin %, marketing spend — at a glance, on demand, with one click to Excel.
Pick a label, name your segments, tag your jobs. BDB does the rollup, comparison, and export.
In Admin → Settings, choose the label that fits how you run your business. 12 presets: Location, Division, Store, Property, Region, Branch, Department, Crew, Territory, Service Line, Class, Project Group. Or pick Off if you don't need this.
Right there on Settings, add the actual segments under your chosen label. ("Downtown" + "Westside" if your label is Location. "Plumbing" + "HVAC" + "Electrical" if your label is Service Line.) No setup wizard. No separate admin page.
Tag the job once. Estimates, invoices, and receipts auto-inherit the Business Unit from the job. Manual override is allowed when a specific record needs to land in a different segment.
From the Admin sidebar, open Company Insights → Segment Performance. Pick a period: MTD, QTD, YTD, LTM, or All. The sidebar entry only appears when Business Units are turned on.
Revenue, earned revenue, job costs, margin $ and %, job counts, receipts YTD, marketing spend — one row per segment. Plus an Untagged row with a nudge banner so nothing gets left out. Export to Excel for a workbook of the same data.
When Business Units are on, the CFO Dashboard adds a Business Unit filter dropdown at the top. Filter every KPI, gauge, and chart to one specific segment — or to "Untagged" only, so you can clean up the records that slipped through.
Tag a job with a Business Unit and the related estimates, invoices, and receipts auto-inherit the tag. No tagging the same record three times. Manual override is allowed when a single line really does belong to a different segment.
Tagging records is table stakes. The side-by-side P&L dashboard — revenue, earned revenue, job costs, margin %, and marketing spend per segment, on one screen — is what nobody else has at this depth.
| Platform | Tag records by segment | Side-by-side P&L dashboard | Marketing spend per segment |
|---|---|---|---|
| BDB Project Tools | ✓ Yes | ✓ Yes | ✓ Yes |
| ServiceTitan | Partial (tagging only) | − Not at this depth | − No |
| Jobber | − No | − No | − No |
| Housecall Pro | − No | − No | − No |
| JobTread | − No | − No | − No |
| Contractor Foreman | − No | − No | − No |
| FieldPulse | − No | − No | − No |
No — Business Units are single-level only. You pick one label (Location, Division, Service Line, etc.) and one list of segments under it. Nested hierarchy is not part of this ship.
No — multi-entity consolidation is not shipped. Each company tenant has its own Business Units. If you run multiple legal entities you'll see them separately, not rolled up under one segmentation scheme.
Soft-delete preserves historical assignments. The records stay tagged to the original segment record, so the Segment Performance dashboard and exports stay consistent over time. Reports don't break when you reorganize.
Not today. BDB tracks Business Units internally and reports on them inside Project Tools — the Segment Performance dashboard, the CFO Dashboard filter, and the Excel export. Pushing them to QBO as a Class is not part of this ship.
Not in this ship. The 13-week Cash Flow Forecast is company-wide. Per-segment cash forecasting is on the build-on-demand list, not shipped today. If your business genuinely needs it, that's a conversation worth having — but don't plan around it being there.
Tag your jobs once. BDB rolls up revenue, costs, margin, and marketing spend per segment — side-by-side, on demand, with Excel export. Included with every BDB Project Tools subscription.
Founder's Pricing: $69/mo for 20 users. Retail $149/mo. All features included. Founder's rate locked when you sign up before June 30, 2026.