Brands
A brand is a business unit inside your organisation. Every organisation starts with one, named after your company, and most businesses never need a second. Add more when you trade under different names, run separate service lines, or want one part of the business to look and read differently to your customers.
What belongs to a brand
Section titled “What belongs to a brand”Each brand keeps its own customers and jobs, and its own settings for how they work.
- Appearance: the logo and colour your customers see, and the doorstep verification codes.
- Terminology: what this brand calls a job, a customer, an engineer.
- Job settings: the job numbering format and the workflow rules.
- Job types: the presets your team picks from when they create work.
- Customer and resource layouts: which fields those forms show, and in what order.
- Email templates: the wording of the emails your customers get.
- Customer notifications: whether the en-route text goes out.
A job or a customer belongs to exactly one brand. Resources belong to your organisation and are given access to brands, so one engineer can work across several.
What stays organisation-wide
Section titled “What stays organisation-wide”Some things are deliberately shared, because splitting them causes more trouble than it solves.
| Shared across the organisation | Why |
|---|---|
| Custom fields | A field that exists in one brand and not another makes reporting and exports inconsistent. Each brand still decides whether to show it, through its layouts. |
| Integrations | One integration with your accounting system, not one per brand. |
| Parts catalogue | One catalogue, with per-brand pricing where you need it. |
| Custom domain | Your workspace address is set once for the whole organisation. |
| Skills, members, roles and billing | One team, one bill. |
Finding your way around
Section titled “Finding your way around”Open Settings and look at the Scope selector at the top of the menu. Tenant-wide shows the settings that cover your whole organisation. Pick a brand instead and the menu changes to that brand’s settings: Brand settings, Job types, Customer layout & fields, Resource layout & fields and Email templates.
Brand Management, under Tenant-wide, is the list of your brands. Each row shows the name with its logo, whether the brand is active, and its colour. The menu at the end of a row opens the brand, duplicates it, or deletes it.
When a second brand earns its keep
Section titled “When a second brand earns its keep”Add one when you’d answer the phone differently. A residential arm and a commercial arm want separate job numbering, separate job types and separate wording in customer emails. A white-label contract wants its own name and colour on everything the end customer sees. Two regions that work in different ways want their own vocabulary and their own forms.
If the only difference is who does the work, use teams instead. A brand is a heavier tool.
Set up a multi-brand organisation takes you through adding one, from the plan limit to giving people roles in it.
Who can change what
Section titled “Who can change what”Creating, duplicating and deleting brands needs the Tenant Admin role, and so does changing a brand’s appearance, job settings and customer notifications. A Brand Administrator can edit their brand’s terminology, its customer and resource layouts, its job types and its email templates.
What’s next
Section titled “What’s next”- Creating a brand: set one up
- Appearance: the logo and colour your customers see
- Terminology: make the app speak your team’s language