Location-Specific Staff

Location-Specific Staff

When you have multiple locations, each team member can be assigned to one or more — and what they can see and do is controlled by that assignment.

Assigning staff to locations

In Settings → Team Members → [member]:

• Locations — pick which they belong to
• Primary location — for default views and reports

A team member can be at one, several, or all locations.

Visibility rules

By default:

• A user only sees data (jobs, customers, etc.) for their assigned locations
• Owner / Admin roles see all locations regardless

Customizable in role permissions.

Cross-location work

A tech assigned to Location A can be temporarily assigned a job in Location B:

• Owner / dispatcher manually assigns
• The tech can see and work the job
• The job's revenue and the tech's time stay with Location B's P&L

Useful when one location is overloaded and another has capacity.

Per-location managers

A common pattern: a "Location Manager" role for each branch:

• Sees only their location's jobs, customers, financials
• Can hire/manage techs at their location
• Can't see other locations or shared head office settings

Configure in Settings → Team Roles → Location Manager.

Owner / head-office view

Owner role sees everything across locations:

• All jobs, customers, financials
• Aggregate dashboards
• Per-location drilldowns
• Inter-location comparison reports

Per-location dispatching

The calendar can be filtered to one location's team:

• See just Location A's techs and their jobs
• Schedule new jobs only to that team

Or unfiltered for cross-location dispatching.

Reporting per staff per location

Reports → Time and Reports → Profitability can break down by both location and staff member:

• "Mike's hours and profitability at Location A this month"
• "Top 5 most profitable techs across all locations"

Time tracking across locations

A tech working in two locations on the same day:

• Each time entry is tagged to a job (and therefore a location)
• Their daily hours are summed for payroll regardless of location
• Per-location time totals roll into each location's profit

Mobile experience

Staff assigned to one location see only that location on their mobile app:

• Their jobs list shows only theirs
• Calendar is filtered
• Customers visible are this location's

If they're assigned multi-location, they can switch between locations from a top nav, like the desktop.

FAQ

Can a tech work at one location but be paid through another? Yes — payroll is independent of work-location. Configure their pay rate in their profile, regardless of which location's jobs they're working.

What happens if I move a tech from Location A to Location B? Update their assignment in Settings. Past data stays attributed to where it happened (their old work for A is still A's). New work goes to wherever the job is.

Can multiple managers oversee the same location? Yes — assign each as Location Manager for that location.

How do I add a new location with all-new staff?

1. Add the location in Settings
2. Invite team members and assign them only to the new location
3. Set up location-specific tax rates, branding, etc.
4. Start scheduling — your old locations are unaffected

Can a contractor / sub work across all locations? Yes — assign to all locations, or treat them as a vendor (1099) without a "location" affiliation; they just get tagged to whichever job they work on.