FieldOptimiz
Workforce & Teams · Multi-Location

Run a second branch without running a second system

Each location keeps its own customers, schedule and team, while ownership sees every branch from one dashboard. Compare performance across locations, share a price book, and send one consolidated invoice instead of juggling separate accounts.

  • Each location's data stays separate, day to day
  • One dashboard to see every branch at once
  • Shared price books, templates and consolidated billing
All locations
Downtown branch
18 jobs today
4 techs on shift
Westside branch
11 jobs today
3 techs on shift
New: North branch
Opening next month
Hiring in progress
Structure
One account, many branches
Data
Separated by location
Oversight
Central dashboard
The problem

A second location means a second set of logins, prices and headaches

Opening a new branch on a system built for one location means duplicate accounts, price books that drift apart, and no way to compare how the two are actually doing.

Separate systems, separate blind spots
Two accounts mean two logins, two price books that inevitably drift apart, and no single view of the business as a whole.
Ownership loses the big picture
Comparing branches is manual work
Pulling numbers from two systems into a spreadsheet just to see which location is actually performing better takes hours nobody has.
Decisions get made on gut feeling
Billing gets messy
Customers who use both locations get two separate invoices and two separate histories, and nothing ties them together.
A worse experience for shared customers
Separation

Each location runs its own day without stepping on the other

Jobs, schedules and technician assignments stay scoped to their branch, so a dispatcher at one location isn't sorting through the other branch's calendar to find their own jobs.

  • Schedules, dispatch boards and job lists scoped per location
  • Technicians see only their own branch's work
  • Customers can still be shared across locations when needed
Location access
Downtown branch team
Sees Downtown jobs and customers only
Scoped
Westside branch team
Sees Westside jobs and customers only
Scoped
Ownership
Sees every branch, every job
Full access
Oversight

One dashboard, every branch, side by side

See revenue, job volume and technician performance across all locations at once, and drill into any single branch when something needs a closer look — without asking each manager for a separate report.

  • Cross-location reporting to compare performance directly
  • Shared price books and job templates keep quoting consistent
  • Consolidated billing for customers who use more than one branch
Revenue by location · this month
Downtown
$84,200
Westside
$61,900
North (new)
$9,300
Downtown
Westside
North (new)
Included

What you get out of the box

Location separation
Each branch keeps its own jobs, schedule and customer scope.
Central dashboard
See revenue, jobs and team activity across every location at once.
Cross-location reporting
Compare branches side by side to spot what's working.
Location-based permissions
Control who can see and act on which branch's data.
Shared price books
Keep pricing consistent across locations, or vary it deliberately.
Shared templates
Estimate, invoice and form templates available to every branch.
Consolidated billing
One invoice for customers who use more than one location.
Team assignment by branch
Technicians and staff are scoped to the location they work.
How it works

Live in an afternoon, not a quarter

Step 1

Add the location

Set up a new branch with its own schedule, team and customer scope.

Step 2

Share what should be shared

Bring price books and templates across so quoting stays consistent.

Step 3

Assign the team

Give each location's staff access to only their own branch.

Step 4

Watch it from the top

Compare performance across every location from one dashboard.

Who it is for

Built for the people doing the work

Multi-branch owners
See the whole business at a glance without logging into separate accounts.
Branch managers
Run their own location without noise from the rest of the business.
Accounting teams
Consolidate billing for shared customers and simplify the books.
Pricing

Included in your FieldOptimiz plan

Multi-location support is available on plans built for growing businesses, priced around the number of locations you run.

Free
Free
No monthly fee

Quote, invoice and get paid.

Start free
Core
$99
/month

Everything a field service business runs on.

Choose Core
Most popular
Pro
$199
/month

Automate the busywork and grow.

Choose Pro
Scale
$399
/month

Run several businesses with a real call center.

Choose Scale
Agency
$499
/month

Manage, brand and resell businesses for clients.

Choose Agency
FAQ

Questions teams ask first

Grow to a second location without starting from scratch

Keep each branch running independently while ownership sees the whole business from one place.