Table of Contents
Overview
Franchising connects two or more Jobber accounts together so you can quickly move from one to the other.
If you have multiple businesses with different company branding information, we suggest using two different Jobber accounts. Franchising allows you to keep all of your scheduling, teams, reports, quotes, jobs, invoices, and income separate for each business.
Note: Franchised accounts do not share any information between the accounts.
How does franchising work?
Franchising allows you to access multiple Jobber accounts with one login. This allows you to quickly navigate back and forth from business to business from your Dashboard page by clicking onto your business name.
Users can also navigate back and forth between accounts through the Jobber App by tapping the gear icon on the top left of the schedule or home tabs to view the account settings. This page has a drop-down menu to switch between franchise accounts.
Add a user to the franchise
The process to add a user to a franchise account is the same as adding a user to an account that is not a franchise. To add a new user, in each account you want to add them to, navigate to the Manage Team page and click New User then enter their information. Make sure that their email address is entered exactly the same in each account, then click Save. Their user permissions will be the same across all accounts that the user is in. If their permissions need to be updated in the future, an admin user can edit them from the primary account.
Learn more about Manage Team — How to Add, Manage, and Deactivate Team Members
How do I set up a franchise?
Email us at support@getjobber.com or start a live chat with our Success Team to get started with setting up a franchise. We'll need to hear directly from the Account Owner to make changes to your account.
Reports
Accounts that are set up as franchises in Jobber have the ability to export their report data from the account they are currently logged into, as well as a report that contains all their report data from linked accounts in aggregate.
To export reports, navigate to Reports from the side navigation, then from the list of reports select the report you would like to view and download.
When you access a report, you'll see an Options box at the top of the page, this is where you can begin to customize the report. For many of the reports, you can set a particular date range of data to export as well as some other options to filter down the data in the report. When using the franchise download options, a maximum of 90 days of data can be downloaded in each request. This applies to the ‘Last 12 months’, ‘This calendar year’, and ‘A custom range’ options, where 90 days is based on the starting date.
Learn more about franchises and reports.
What if I'm a franchisor or association and need to manage several locations?
Visit getjobber.com/franchises and request a call. Our Business Development team will be in touch to discuss additional options.
Note: If you are syncing with QuickBooks, each QuickBooks account can only connect to one Jobber account at a time.