Managing multiple sub-accounts with the Franchises add-on

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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

    Not seeing the Marketplace icon in the navigation bar? You may not have the correct permissions set for your user.

    Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.

  2. Under Add-ons, select Franchises
  3. Turn the toggle switch on/off to enable/disable the add-on

Adding a sub-account

  1. From the navigation bar, select the gear icon () > 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
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    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.

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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