Multi-branch management software
Each branch keeps its own clients, jobs, team and phone numbers, and a sidebar selector switches between them. The AI receptionist takes that branch's hours and address, so a caller reaches the right office.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
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When one location becomes two
Service businesses with multiple locations struggle to keep data organized. Running separate accounts per location is expensive and makes cross-location reporting impossible.
Separate Accounts Per Location
Without branch support, multi-location businesses create duplicate CRM accounts for each office. This splits your data across systems, doubles your subscription costs, and prevents unified reporting.
Data From All Locations Gets Mixed Together
When everything lives in one account without branch tagging, you cannot tell which location generated which revenue. Work orders, clients, and invoices blend together into an unmanageable list.
No Cross-Location Visibility
Whether you use separate accounts or a single account, getting a company-wide view requires manual consolidation. Comparing branch performance means exporting data and building spreadsheets by hand.
How branch data stays separate
- 1
Create Your Branch Locations
Go to Organization Settings and add each branch with its name, address, and contact details. Each branch is stored as a distinct location within your single Smarfle account.
- 2
Switch Branches From the Sidebar
The sidebar includes a branch selector dropdown. Pick any branch to filter all data on every page to that specific location. Select 'All Branches' to see your complete dataset across locations.
- 3
Assign Entities to Branches
When creating work orders, clients, or other records, select the branch from a dropdown in the form. This tags the record to that location, enabling accurate filtering and reporting by branch.
- 4
Run Multi-Location Reports
View reports across all branches or filter to a specific location. Compare revenue, job volume, and client counts between branches to identify top-performing locations and areas that need attention.
What each branch controls on its own
Branch CRUD Management
Create, read, update, and delete branch locations from Organization Settings. Each branch stores its own name, address, phone number, and operational details independently.
Sidebar Branch Selector
A persistent dropdown in the sidebar lets you switch between branches instantly. The selected branch filters every page, including clients, work orders, invoices, and calendar views.
Per-Branch Data Filtering
All list pages respect the active branch filter. When you select 'Downtown Office,' you see only clients, jobs, and invoices associated with that branch. Switch to 'All Branches' for the full picture.
Branch Selection in Forms
Every create and edit form includes a branch dropdown. Assign work orders, clients, and other records to specific locations at creation time. The default branch matches your sidebar selection.
Multi-Location Reporting
Reports can be filtered by branch or viewed across all locations. Compare revenue per branch, identify which locations have the most completed jobs, and track growth trends by geography.
Plan-Based Branch Limits
Solo does not include branches. Starter allows 2, Professional 5 and Business 10. The system enforces these limits when you try to add a new branch.
Trades that open a second location first
The service businesses that get the most out of this feature, and the specific way each one uses it.
Two branches side by side
See how branch management keeps your multi-location business organized with clear data separation and unified reporting.
4
Total Branches
5
Branch Limit
142800$
Total Revenue
- Primary
Downtown Office
82 clients, 340 work orders, $62,400 revenue
- Active
Westside Branch
54 clients, 210 work orders, $38,600 revenue
- Active
Northpark Location
38 clients, 165 work orders, $28,200 revenue
- New
East County Office
22 clients, 89 work orders, $13,600 revenue
Branch questions
How many branches can I create on each plan?
Can I filter all CRM data by branch?
Are team members shared across branches or assigned to one?
Can I compare performance between branches?
What branches cost
Starter and above
Branch Limits Vary by Plan
Multi-location support starts on Starter, which includes 2 branches. Professional includes 5 and Business 10. Solo is single-location. Each branch is a distinct location within your single Smarfle account.
View all plansWhat a branch changes elsewhere
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