Summary
In today's dynamic business environment, many companies operate with a central hub and multiple satellite locations. Whether you're coordinating fieldwork, managing regional offices, or organizing internal departments, ServiceBox’s Multi-Location feature simplifies the complexity of operating across multiple sites.
Challenges Faced by Multi-Location Businesses
Businesses operating across different locations often face challenges such as:
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Fragmented data
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Difficulty organizing work orders, invoices, and schedules by location
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Inability to generate location-specific reports
These obstacles can lead to inefficiencies and poor visibility across the organization.
The Multi-Location Solution
To address these challenges, ServiceBox offers a Multi-Location feature that allows you to:
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Create work orders, invoices, and quotes under specific locations
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Maintain clear separation of tasks and data by location or department
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Enable location-specific reporting
💡 Even single-location businesses can benefit by using this feature to segment data by department instead of physical office.
How to Activate Multi-Location in ServiceBox
To enable the Multi-Location feature in your ServiceBox account:
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Contact the support team at support@jobboxsoft.com
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Request activation of the Multi-Location Enhancement feature
Once activated, you can begin organizing your workflow with enhanced clarity and control.
How to Add Multiple Locations or Departments
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Go to Settings from the left-hand dropdown menu
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Click the Tenant tab
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Navigate to the Location subtab
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View or click Add Location to enter details for a new site or department
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Click Save
📌 Single-location companies can create departments instead of physical addresses using this feature by entering the same main business address.
Assigning Employees to Specific Locations
To assign staff to a location or department:
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Click on Users from the right-hand dropdown
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Select the employee whose location settings you'd like to edit
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Use the Default Location dropdown to assign a primary location/department
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Save the changes
This ensures that users only see or work within the data and jobs relevant to their assigned location.
Using Multi-Location in Practice
When creating a Work Order, you’ll see an option to select a location:
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Choose the correct location or department from the dropdown
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All work, quotes, invoices, and reporting will now reflect this selected setting
💼 Single-location businesses can assign tasks to departments instead of physical branches, enabling structured workflows even within one building.
Conclusion
Whether you're managing multiple offices or organizing internal departments, ServiceBox’s Multi-Location functionality helps streamline operations and reduce confusion. With location-based task creation, user access, and reporting, your business can operate more efficiently and with greater clarity.
Need Help?
If you have questions about setup or need the feature enabled, reach out via the Help button in your ServiceBox account or email support@jobboxsoft.com.