Branches

For organisation admins · ~2 min read

Settings → Organisation → Branches lists your trading locations. Each branch can carry a default installer and sales rep, which pre-fill on new jobs for that branch.

Figure 1 — the Branches list. (1) Add Branch creates a new one. (2) Each row shows its default installer and sales rep, with edit ✎ and delete 🗑 actions.

1. Click Add Branch (or ✎ to edit).
2. Enter a Code and Description (both required).
3. Optionally set a Default Installer and Default Sales Rep — these pre-fill on jobs for this branch.
4. Save.

Good to know

• Defaults save clicks — setting a branch’s default rep/installer means new jobs there start pre-assigned.
• Deactivate rather than delete a branch that has history, so past jobs keep their location.