Branches-HQ

Create branches if your company has multiple servicing locations AND wants work order PDF files to contain details from branch rather than your company. This includes alias, address, logo, and website. Your customer's locations need to have the servicing branch assigned once created. You can also assign a Branch to an HQ user and/or Technician. Once your customer's locations are assigned to this branch, all work order complete pdfs sent to your customer will display the Branch name, address and logo, etc. NOTE: Only an HQ user with the role of Account Owner can create Branches in HQ.

To create Branches in HQ, follow the steps below:

1. Start by clicking on your name in the top right side of HQ. Select Company Settings.

2. Within the menu on the left side of the screen, select Branches and then select Create.

3. Enter the Branch Name, Address and all other applicable information and select Save. TIP: If the Branch has a separate website from your Company website, you can enter that in the Website URL field. Otherwise your company website, set up in HQ>Company Settings>Company Details will display if no website url is added. NOTE: If the Branch has a seperate logo than your company logo, this can be added after creating the Branch.

How to add a logo to a Branch

Now that the Branch is created, you can add a logo to the Branch, if applicable. Reminder: This logo will appear on the Work Order completed pdfs sent to your customers upon completion of a work order.

1. Choose the branch you want to add a logo to and select the 3 dots to the right and then select Details. TIP: Use the search filter at the top of the Branches screen to find a Branch, if multiple branches exist. There are also several column options you can choose from to display the information you want.

2. Within the details screen of the Branch, select Upload Logo within the Logo card

3. Drag and drop your saved logo file or click on the tab to select a file

4. Next Crop and Adjust your logo if needed and then select Save. TIP: Pay attention to the Preview card as you crop and adjust, this is where you can see how the logo will look on PDFs and other places that we use the logo.

How to add a Branch to a Customer's Location

1. Within HQ>Admin>Locations: Find the customer location and click the 3 dots to the right, select Details

2. Select Edit in the top right of the Locations details screen

3. Within the Details card, click on the Branch Field and select the Branch desired and click Save at the bottom of the screen.

4. After completing the steps above, when a completed work order pdf is emailed to your customer it will now display the Branch information you created.

How to add a Branch to a HQ User or Technician Account

1. Within HQ>Admin>Users, select the HQ User or Technician you'd like to add a Branch to by clicking on the 3 dots by their name and selecting Edit

2. In the branch field, add the branch you wish to assign to an HQ User or Technician and select Save at the bottom of the screen.