For businesses with multiple locations, it’s important to track which customers and employees are associated with which location. ServiceBridge allows users to do this with the use of branches. With branches, users can assign all jobs, employees, payments, and invoices to their separate business locations.
Before getting started, let’s go over the terminology used in this article:
Multi-Location Business. A multi-location business refers to a single business with multiple locations. As such, the same person and/or organization own all locations. A multi-location business is not a franchise business, because each franchise location is independently owned and operated.
Branch. A branch is the name in ServiceBridge for one of a company’s location. For example, if company A has three locations in town, then each location is a branch. Many customers choose to have the main ServiceBridge account be their headquarters branch, but others choose to have a branch labeled headquarters. It’s up to each user.
If you are a QuickBooks Online user, branches are the same as QBO Locations. As such, if you synch your QBO account with ServiceBridge, your QBO locations will become SB branches.
How to create a branch
If you’re a QuickBooks Online user, simply sync your QBO locations with ServiceBridge [see above].
If you’re not a QBO user, go to your company settings, scroll to branch, and click the add button.
After creating the branch, locate the branch and select “Edit Profile.” Add any additional information about this branch here.
Assigning branches to work orders, estimates, and customers
Now that you have branches, you can assign work orders, estimates, projects, customers, and personnel to specific branches.
When creating a customer record, the branch to which it is assigned can be found under locations. When adding or editing customer location, a drop down menu will appear asking you which branch to assign it to.
You can assign a work order, estimate, or project to a branch when creating it or editing after the fact.
How to view data associated with certain branches
You can easily filter your jobs and customer records by branch.
Assign branches to Personnel
By assigning your employees to a branch, you can track which of your employees work at which location.
Change permission roles so employees can only see information associated with their branch
By adjusting your employees' roles and permissions, you can decide whether your employees can view business data associated with their location only, or the entire company.
To do this, create or edit a permission role and scroll down to "Manage only one branch." If selected, this employee role will only see data associated with their assigned branch; if not selected, they will see the whole company's data.
See this article on creating roles and permissions.