Summary

Break your company down into multiple locations or groups. When you sign up for a Fieldwork account, you have a branch called "Main Branch", which almost all companies need. Branches can be used for separate offices that might be on opposite sides of town, or even in other cities. Use Branches to keep these customers separate from other offices.

Important Note: Adding additional branches is not required to use Fieldwork.

Key Points

Use branches for separate office locations or different divisions of your company
Each branch can have its own name, address, phone, logo, and licenses
QuickBooks Online sync and credit card processing cannot be split between branches
A tech and a customer must be in the same branch for the mobile app to work

When to Use Branches

Common reasons to set up a new branch:

You have offices in different parts of town or different cities
You want to separate different divisions of your business (like termite vs. commercial pest control)
You want to group routes and customers in a way that makes sense for your business

You can assign different business names, logos, addresses, web addresses, and phone numbers to each branch. That info shows up on service tickets and invoices for the branch under which the work is done.

What Branches Cannot Do

Important: Two things cannot be split by a branch:

QuickBooks Online sync - All branches sync to the same QuickBooks account.
Credit Card processing - All branches charge through the same Stripe account. If you take cards for two different businesses (branches), the money goes to the same Stripe account, and you'll need to track and transfer the funds yourself.

From the Top of the Navigation Menu, click Settings. (gear icon)

2. From the Settings Menu, under the heading Company Setup, click on Branches

Creating a New Branch

Click the New Branch button in the upper-right corner. The setup page looks very similar to the Company Information page.

Name

The name you enter here appears in the branch selector in the main toolbar.

Override Company Name

If filled in, this name shows up instead of your main company name on documents sent to customers of this branch.

Branch Address

The street address for this branch.

Display Branch Address on Payment Coupon

When this is checked, this branch's documents will always show the branch address in the payment coupon remittance section of the invoice (instead of your main company address).

Phone, Fax, Web Address, Applicators License #, Business License

Fill these in with the info for this specific branch. They appear in documents sent under this branch.

Branch Logo

Add a logo for this branch. It will appear in Estimates, Work Orders, Invoices, and Statements for this branch. If you don't provide a branch logo, your account logo will be used.