Overview

Adding a branch is the first step in effectively organizing and managing the many moving parts of your business. This section will explore how to add a branch in MobiWork.

Please see the Adding Entities to Branches page for more information about linking entities to branches.

How to access the page

To add a new branch, simply navigate to the Branch feature page and select the "Add" option from the More Actions drop-down:

Add Branch

After clicking on the "Add Branch" option from the drop-down, the Add Branch pop-up window will then appear:

In this window, enter the following information:

  • The branch name (e.g., Southside Branch, Miami Office, etc.)

  • The branch external ID. This ID is an optional field used for reference purposes. It can be linked to a connector ID or a specific ID from a legacy system, allowing you to easily reference it in MobiWork reports.

  • The branch's main phone number.

  • The branch's main email address.

  • And the branch address. To add the address, click the Plus Sign button. This will open the Add Branch Address window, where you can enter the address details.

The information entered in these fields will appear on the branch's respective invoices, quotes, and other related documents.

Once the branch is added in MobiWork, you will be able to link the corresponding entity with the desired branch. Please see the Adding Entities to Branches page for more information about linking entities to branches.