User Manual

Creating Branch(es)
On the homepage of your portal click “Branches” across the
top of the screen.
On the right-hand side of the screen click the red “NEW
BRANCH” icon.
Input branch information: name, phone, address and upload a
logo if you would like.
Click “CREATE NEW BRANCH”.
Your new branch will now show up on your “Manage Branch”
list.
Viewing Branch(es)
The “Manage Branch” list will show you a list of all active
branches.
If you wish to see inactive branches, uncheck the “Active
Branches Only”.
Selecting Branch(es)
To choose a branch click the blue branch name.
Branch Dashboard
Once on the selected branch dashboard you will see:
Active Accounts
You can click “MANAGE” to see a listing of all accounts.
Active Technicians
You can click “MANAGE” to see a listing of all accounts.
Account List
This will be a listing of all active accounts at this branch. To
view inactive accounts uncheck the “Active Accounts Only”.
Service History
This will be a full listing of all services visits at all accounts
associated with the branch dashboard you have currently
selected.