Summary:
In the present business landscape, numerous companies operate from a central office and have multiple smaller or satellite offices spread across various locations. In such arrangements, managing tasks such as work orders, invoices, schedules, and reporting for one particular location can be quite challenging. This article will explore an innovative way to leverage the multi-location functionality provided by ServiceBox.
Challenges faced by Businesses operating from multiple locations
Major challenges faced by businesses operating from multiple locations are;
- Fragmentation of data
- Organizing work orders, invoices, and schedules across different sites
- Lake of reporting based on particular location
Multi-Location Feature
To tackle these challenges, ServiceBox has introduced a Multi-Location feature, It allows companies to create work orders, invoices, and quotes under specific locations, ensuring a clear separation of tasks and data. For instance, if a job originates from a satellite office, the work order is designated under that satellite's location. This not only enhances data organization but also enables location-centric reporting
Multi-Location functionality can also be used by single-location companies wanting to organize their data based on various departments.
How to Activate On Multi-Location Enhancement
If you'd like to activate the Multi-Location Enhancement feature, contact our support team at [email protected] and they will ensure this feature is activated within your ServiceBox Account.
How to Add Multiple Locations in Your ServiceBox Settings
To view your locations, or to add a new location:
- Go into your ServiceBox "Settings" in the dropdown menu on the left-hand side of your screen.
- Click on the Tenant Tab and then "Location" subtab
- Here, you can view all the locations associated with your ServiceBox account. (single-location companies wanting to organize their data based on various departments, can add deportments instead of Locations here)
- To add another, click the "Add Location" button, and a pop-up will appear for you to enter the information of the new location and click the "Save" Button.
- Single-location companies wanting to organize their data based on various departments, can add deportments with same main business address instead of Locations here)
How to Assign Employees to Specific Locations
To assign your employees to one of your multiple locations:
- Click on "Users" in the dropdown menu on the right-hand side of your ServiceBox screen
- Select a user
- As shown in the screenshot below, you will be able to select a "Default Location" for this user from a dropdown menu which includes your multiple locations/departments.
How to Use Multi-Location feature
- When creating new Work Order you can select a location from where the work will be carried out.
- Single-location companies wanting to organize their data based on various departments, can select deportments instead of Locations here.
