What It Does
Growing service businesses inevitably open second and third locations. SalesButler's Multi-Location feature lets you run multiple branches under one account, each with its own address, phone, and timezone. One branch is designated primary (auto-cleared when you set a new one). Reports and dashboards roll up across all branches or filter to one.
Step-by-Step Guide
Add a Branch
Create a new location with address, phone, and timezone.
Set Primary
Designate the head office as primary — auto-cleared when set elsewhere.
Assign Resources
Allocate techs, inventory, and service areas per branch.
Branch-Level Reporting
Filter every report by branch or roll up across all.
Manage Separately or Together
Each branch operates with its own context but shares the parent account.
Why You'll Love This Feature
Per-Branch Identity
Each location has its own address, phone, and timezone.
Single Primary
One branch is primary; the system auto-clears the previous primary when you set a new one.
Cross-Branch Reporting
Roll up or filter — your choice per report.
Branch-Scoped Teams
Assign techs to specific branches with branch-aware permissions.
Branch Service Areas
Each branch can have its own ZIP rules and service area.
Easy Switching
Switch branch context from the dashboard with a single click.
Perfect For
Franchise operations with multiple locations
Service businesses expanding into a second city
Acquired locations onboarded under the parent brand
Per-region pricing or service offerings
Centralized accounting with decentralized operations