Manage Multiple Locations From One Dashboard
Add branches for every office, warehouse, or service area your business operates. Switch between locations with a sidebar selector, filter all data by branch, and run multi-location reports without juggling separate accounts.
The Problem
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 It Works
Key Capabilities
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
Each plan includes a set number of branches: Starter allows 1, Professional allows 5, and Business allows 10. The system enforces these limits when you try to add a new branch.
See It in Action
See how branch management keeps your multi-location business organized with clear data separation and unified reporting.
Total Branches
Branch Limit
Total Revenue
Downtown Office
82 clients, 340 work orders, $62,400 revenue
Westside Branch
54 clients, 210 work orders, $38,600 revenue
Northpark Location
38 clients, 165 work orders, $28,200 revenue
East County Office
22 clients, 89 work orders, $13,600 revenue
Frequently Asked Questions
Starter plan includes 1 branch (your primary location). Professional plan allows up to 5 branches. Business plan allows up to 10 branches. The system enforces these limits and prompts an upgrade when you reach your cap.
Yes. The sidebar branch selector filters every page in the application. Clients, work orders, invoices, calendar events, and reports all respect the selected branch. Choose 'All Branches' to see your complete dataset across every location.
Team members are shared across your entire organization. Any technician or manager can be assigned work orders at any branch. The branch filter controls which data you see, not which team members are available.
Yes. The reporting dashboard supports branch-level filtering. View revenue, job counts, and client metrics for individual branches, or compare them side by side using the 'All Branches' view with the branch breakdown chart.
Pricing
Branch Limits Vary by Plan
Multi-location support is available on all plans. Starter includes 1 branch, Professional includes 5, and Business includes 10. Each branch is a distinct location within your single Smarfle account.
View all plansRelated Features
Team Management
Manage your team across all branches with role-based permissions and centralized invites.
Learn moreAdvanced Reporting
Run reports filtered by branch or across all locations to compare performance and spot trends.
Learn moreJob Management
Assign work orders to specific branches and track completion rates per location.
Learn moreReady to try Multi-Location Branches?
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