Does Jobber Support Centralized Multi-Unit (Franchise) Financial Reporting & Management?

Question

We're planning to scale our business to multiple location's and want to confirm whether Jobber supports multi-unit or franchise-style operations.

Specifically:

-Does Jobber offer features that allow centralized financial reporting for multiple locations?

-Is there a central hub where HQ or administrators can view consolidated KPIs, royalties, invoices ,and payments across locations?

-Can each location operate as its own account with separate branding and operations, while still feeding into a central reporting view?

jade · Answer

Hey there! Thank you for this question. If multiple Jobber accounts are connected through a franchise, then admin users who are on all accounts can pull reporting for all of those accounts.

If an admin user is a user on one of the franchised accounts but not the other, they can only pull reports from the Jobber account they are associated with.

For more information on how this works, please check out this Help Center Article.

keito · Answer

Check out the Crew Insight integration. Consolidated reports, KPIs, metrics, analytics is available across multiple accounts.

pristineclean · Answer

So you need to get a separate Jobber account for each location?&nbsp;

jade · Answer

Yes, Correct!&nbsp;

Forum Discussion

Does Jobber Support Centralized Multi-Unit (Franchise) Financial Reporting & Management?

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