FieldCampFranchise
Run many branches from one HQ with shared standards. 14 articles
Getting Started
Franchise HQLearn how Franchise HQ works in FieldCamp: one HQ console over branch workspaces that keep separate books, with shared standards and network reporting.Activate the franchise add-on and set up HQInstall the Franchise add-on in FieldCamp, enter the activation code from the FieldCamp team, and complete the setup wizard that turns your workspace into HQ.Switch between branch workspacesUse the FieldCamp workspace switcher to move between your HQ and branch workspaces, open the franchise console, and filter a branch's work by department.
Branches & People
Build your franchise branch structureAdd locations, divisions, regions and areas to your franchise branch tree, give a branch its own workspace, and rename, move, delete or restore branches.Invite and manage franchise membersInvite people to Franchise HQ with a role and branch access, manage invitation links, and suspend, reinstate, revoke or change a franchise member's access.Franchise roles and permissionsUnderstand the built-in franchise roles, create custom roles from presets, set role rank, and control Franchise HQ capabilities and branch workspace access.Share technicians between franchise branchesLend a technician from one franchise branch to another, choose between Assignable and Busy only, prevent double-booking across branches, and revoke a share.
Departments
Roll out departments across franchise branchesDefine a department once at franchise HQ, choose which branches run it, and manage edits, branch assignments and retirement from the Departments page.Map franchise departments to accounting accountsMap each franchise department to the right income account and tracking in every branch's accounting system, set fallbacks, and hold invoices until mapped.
Brand Standards
Set up and publish franchise brand standardsChoose the HQ records every FieldCamp branch inherits, set a rule for each record and price book field, then save a draft or publish a new version.Push franchise standards and review branch changesPush a published FieldCamp standard to branches, preview with a dry run, review branch changes, grant exceptions, answer branch requests and restore versions.Work with HQ standards in a franchise branchSee how HQ-managed records look in a FieldCamp branch, what your branch can edit, how to propose a change to HQ and what an HQ push does to your edits.
Reporting & Admin
Franchise network performance reportingCompare revenue, collections, jobs and visits across franchise branches with the HQ dashboard, benchmarks, same-store growth, analytics and saved boards.Franchise modules, purchase orders and audit logTurn franchise HQ modules on or off, set the purchase order price variance tolerance for branches, and review or export the franchise audit log.