How to Add Additional Branches

This explains how to manage branches in the cleaning software, including editing branch addresses and switching between branches.

Step 1: Contact for Additional Branches

• If you need more branches than currently available, contact the cleaning software support to add a new branch to your account.

Step 2: Access Branch Settings

• Go to the Branches section in your account.

• Here you will see all existing branches listed.

Step 3: Edit Branch Address

• Click on a branch to edit its address.

• Ensure the address is accurate because this determines how the map zooms in when viewing jobs for that branch.

Step 4: Switch Between Branches

• To view a different branch’s jobs, select the branch from the list.

• You can switch back and forth as needed to manage different branch locations efficiently.

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Notes: Common Mistakes to Avoid

• ⚠️ Incorrect Branch Address: If the address isn’t accurate, the map will not zoom correctly to your branch’s location.

• ⚠️ Assuming More Branches Are Automatic: You must request additional branches through support; they aren’t added automatically.

• ⚠️ Not Switching Branches Properly: Always confirm you are viewing the correct branch when managing jobs or routes.