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
From the navigation bar, select the Marketplace
Under Add-ons, select Franchises
Turn the toggle switch ON
Adding a sub-account
From the navigation bar, select Settings > Settings
Under Users & roles, select Franchise management
Select Add sub-account
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:
From the Franchise management settings page, select a sub-account you want to assign a service area to
Under Service areas, choose the relevant service areas for this sub-account
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.
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.
Need more help? See related articles below: