Creating a brand

Creating a brand gives you a second business unit with its own customers, jobs, job types, look and vocabulary. The form asks for very little, because everything else is set afterwards.

You need the Tenant Admin role.

Create it

1. Open Settings, leave the Scope selector on Tenant-wide, and click Brand Management.
2. Click Create Brand.
3. Give it a Brand Name. It has to be different from your other brands, and it’s the name your customers see on emails, so use the trading name.
4. Add a Description if it helps your team tell brands apart. Only your team sees it.
5. Leave Active on unless you’re setting it up ahead of launch.
6. Click Create.

What the new brand starts with

A default customer form, a default resource form, and one job type called General Job with an empty form ready to fill in. Its colour is a plain blue until you choose your own, and it has no logo.

Everything else is yours to set. In the order most people find useful:

1. Appearance: the logo and colour on customer emails, and the doorstep verification codes.
2. Terminology: what this brand calls a job, a customer, an engineer.
3. Job settings: the job numbering format and the workflow rules.
4. Job types: the work this brand actually does.
5. Customer and resource layouts: which fields those forms show.
6. Email templates: what your customers read.

Copying a brand you already have

If the new brand is a variation on an existing one, copy it instead of building it twice. Open the row menu on the brand you want to copy, click Duplicate, and give the copy a name.

The copy gets the original’s appearance, terminology, job settings, job types and layouts. Job numbering starts again at 1. It gets none of the original’s jobs, customers or resources, and the layouts arrive without their role assignments, so set those again on the copy.

Turning a brand off

Set a brand to inactive on its Appearance tab and it drops out of the brand pickers when your team creates jobs, customers and resources. Nothing is deleted, and you can switch it back on whenever you like. This is the safe way to retire a business line.

Deleting a brand

Caution

Deleting a brand deletes its customers and its job types along with it, and it cannot be undone. Deactivate instead unless you’re certain.

Open the row menu in Brand Management, click Delete, and confirm. Two things will stop you: WorkWing refuses to delete a brand that has jobs, and it refuses to delete your last active brand. If the brand has jobs and you want it gone, deactivating it is the answer.

What’s next

• Appearance: logo, colour and verification codes
• Terminology: rename jobs, customers and resources
• Brands: what belongs to a brand and what doesn’t