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Filter Your Pipeline by Business Unit
If you run more than one business unit under a single Housecall Pro account, you can now narrow your Pipeline board down to just the business unit you're working in.
This article covers how to filter your Pipeline board by business unit.
What you can do with the Business Unit Filter
Narrow your Pipeline board to show only Jobs, Estimates, and Leads from one or more business units.
Combine the Business Unit filter with other Pipeline filters, like employee, stage, or job type.
See your filter selections saved in the page URL, so you can bookmark or share a specific filtered view.
Who Can Do What
Role | What they can do |
Any Pro with access to the Pipeline board | Can apply, combine, and clear the Business Unit filter |
Filtering by Business Unit on the Web
Apply the filter:
Go to the left sidebar and click Pipeline.
Open the filter panel on your Pipeline board.
Select one or more business units from the Business Unit filter.
Your board updates to show only Jobs, Estimates, and Leads from the selected business unit(s)
🛠️ Pro Tip: Combine the Business Unit filter with the Job Type filter to narrow your board down to one type of work within one business unit — for example, "Plumbing BU + Installs only."
Clear the filter
Go to the left sidebar and click Pipeline.
Open the filter panel.
Remove the selected business unit(s), or use Clear Filters to reset all active Pipeline filters at once.
Your board returns to showing all business units.
Good To Know
Web only: This filter is currently available on the web portal.
Requires more than one business unit: If your account only has one business unit set up, this filter won't have multiple options to choose from.
AND logic with other filters: When combined with other filters (employee, stage, job type), only cards matching all active filters are shown.
Frequently Asked Questions
What happens to Jobs, Estimates, or Leads that don't have a business unit assigned?
When no Business Unit filter is active, records without a business unit assigned appear as usual. When a Business Unit filter is applied, only records matching the selected business unit(s) are shown.
Can I filter by more than one business unit at once?
Yes — the Business Unit filter is a multi-select, so you can choose more than one at a time.
Does my filter selection stay applied if I navigate away and come back?
Your filter selection is saved in the page URL for your current session, so refreshing or sharing that URL preserves the filtered view.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at 858-842-5746.