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Managing multiple sub-accounts with the Franchises add-on
Managing multiple sub-accounts with the Franchises add-on

Learn how to keep tabs on multiple sub-accounts using the Franchises add-on in Workiz.

Updated over a week ago

In this article, you will learn how to manage and monitor multiple sub-accounts in Workiz using the Franchises add-on.

The Franchises add-on is a great way to easily sync multiple accounts under one main account, giving you the ability to not only jump from one account to another with ease, but also monitor sub-account performance through meaningful report data.

Enabling the Franchises add-on

  1. From the navigation bar, select the Marketplace

  2. Under Add-ons, select Franchises

  3. Turn the toggle switch ON

Adding a sub-account

  1. From the navigation bar, select Settings > Settings

  2. Under Users & roles, select Franchise management

  3. Select Add sub-account

  4. Enter the email address of the account you want to invite and select Send

The sub-account admin will receive an invitation via email to connect their sub-account account with your main account. You will be notified once the connection has been established.

Assigning service areas to your sub-accounts

With the Franchises add-on, Workiz allows you to dispatch jobs and leads to a sub-account directly from the sidebar navigation. This is made even easier when assigning service areas to your sub-accounts, which allows you to quickly identify the right sub-account for the job using just a zip code.

To assign service areas to your sub-accounts:

  1. From the Franchise management settings page, select a sub-account you want to assign a service area to

  2. Under Service areas, choose the relevant service areas for this sub-account

    Note: To learn more about setting up service areas, please see this article.

Monitoring sub-accounts

After an account has been connected, you will be able to easily access it from the navigation bar without having to log out of your account.

Tip: If set up accordingly, you can also access the sub-accounts of sub-accounts.

While logged into a sub-account, you can view all of the account information, such as the dashboard, schedule, and reports.

You can also access the Franchises report from your main account to get a broad overview of how all of your sub-accounts are performing. You’ll be presented with a visual breakdown of account performance, as well as the ability to sort by specific categories to see who’s performing best.

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