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

Whether you’re managing two locations or two dozen, Workiz scales with your business. The Franchises add-on helps you maintain consistency, monitor performance, and support new locations without adding operational complexity.

After enabling the Franchises add-on, you can take advantage of several powerful tools designed specifically to support multi-location businesses. Below are the key ways Workiz helps franchise networks stay organized, efficient, and scalable — whether you’re managing a handful of locations or an entire national operation.

Seamless navigation between parent, child, and grandchild accounts

Franchise structures evolve over time, and Workiz is built to support that growth. Many franchise owners start with a single location, then add more as the business succeeds. As they expand, the hierarchy often shifts from a simple parent–child setup to something more layered. 

For example: HQ → Franchisee → Multiple local locations

Admins with the right permissions can seamlessly switch into any lower-level account, but never into higher ones. This protects each location’s sensitive data and prevents access from being granted where it isn’t appropriate.

Smart access without added seats

Users are billed only at their original account level. Whatever permissions they’re given there automatically apply to any sub-account they have access to. That means their capabilities stay consistent across levels — from creating jobs to editing line items — without needing separate licenses or permission setups.

This structure is especially helpful for franchises where teams are small at first and roles shift as they grow. For example, many franchisors centralize scheduling in a call center. A single HQ-level user can jump into lower-level accounts to book jobs on their behalf — without needing additional paid seats for each location. It’s a simple, cost-effective way to support early-stage franchisees while keeping operations efficient.

A single HQ admin can work across multiple sub-accounts (child or grandchild) with just one paid seat. And because sub-accounts can have their own sub-accounts, you get a flexible structure that scales naturally as your franchise expands.

Launch new locations in minutes with templated accounts

Workiz allows HQ teams to create custom template accounts that can be replicated in seconds. These templates ensure every new franchise location has the correct job types, automation rules, custom fields, price book items, user roles, and more — all aligned with your proven workflows.

This makes onboarding new locations simple, consistent, and fast, helping new operators get up and running without needing to configure Workiz from scratch.

Dispatch jobs directly to sub-accounts all in one place

Workiz also makes it simple to route incoming jobs to the right location. From any account, users with the right permissions can select “Add to sub-account” and quickly send a job where it belongs by entering only the service address zip code. As long as service areas are defined at the HQ level, Workiz will automatically determine the correct sub-account — ensuring smooth handoffs without manual guesswork.

To learn more about dispatching to sub-accounts, please see this article.

Access powerful, aggregated reporting

Franchise owners and HQ managers can view performance across all sub-accounts at a glance using built-in aggregated reports at the HQ level. These reports provide key metrics such as total jobs, total sales, profit, average sale, and more for child and grandchild accounts.

For more advanced data needs, franchises can upgrade to the Business Intelligence (BI) add-on, unlocking custom dashboards and white-glove support from our BI team. If the data lives in Workiz, we can build a report around it.

Consistent, guided support for every franchise location

Franchise accounts benefit from a unified onboarding and account-management experience. Each new location is paired with the same onboarding specialist and account manager who support the parent account, ensuring a familiar, reliable setup process across your entire franchise network.

Beyond setup, franchise partners receive white-glove service tailored to their brand, including:

• A custom franchise playbook
  We help document your ideal workflows, settings, and onboarding steps so every new location launches the same way, every time.
• Top-tier customer success and support
  Your team gets priority guidance from experts who understand how your franchise operates, helping you scale efficiently while maintaining brand consistency.
• Strategic partnership with our product team
  Our solutions team collaborates with your franchise advisory committee (FAC) to explore future needs and identify opportunities for enhancements that support your growth.

This ensures every new location gets started smoothly, follows established practices, and receives guidance tailored to your organization’s unique workflows.