Overview

MobiWork allows you to assign and update branches across key entities, such as customers, users, quotes, and work orders. Thus, ensuring your data is accurately organized. By properly assigning branches, you gain better visibility, improved reporting, and more efficient operational control across your organization.

In many cases, the branch will automatically populate based on the associated customer; however, you can override this and assign a different branch when needed. This section outlines how to add or update branch assignments across various entities, helping you maintain a structured and scalable system as your business grows.

How to access the page

You can add or update the branch of the selected entity directly from the Add or Edit window of the corresponding entity. Please see the respective Add or Edit pages of the desired entity for more information on how to access these features.

Add Customer to Branch

To add a customer to a specific branch, start by opening either the Edit Customer or Add Customer pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing customer) or Add (if adding a new customer) to confirm your changes. The example above shows the Edit Customer pop-up window.

Add User to Branch

To add a user to a specific branch, start by opening either the Edit User or Add User pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing user) or Add (if adding a new user) to confirm your changes. The example above shows the Edit User pop-up window.

Add Quote to Branch

To add a quote to a specific branch, start by opening either the Edit Quote or Add Quote pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing quote) or Add (if adding a new quote) to confirm your changes. The example above shows the Edit Quote pop-up window.

Note: The branch field will autopopulate to the branch that the corresponding customer is a part of. However, you can reassign the quote to a different branch if needed.

Add Work Order to Branch

To add a work order to a specific branch, start by opening either the Edit Work Order or Add Work Order pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing work order) or Add (if adding a new work order) to confirm your changes. The example above shows the Edit Work Order pop-up window.

Note: The branch field will autopopulate to the branch that the corresponding customer is a part of. However, you can reassign the work order to a different branch if needed.

Add Invoice to Branch

To add an invoice to a specific branch, start by opening either the Edit Invoice or Add Invoice pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing invoice) or Add (if adding a new invoice) to confirm your changes. The example above shows the Edit Invoice pop-up window.

Note: The branch field will autopopulate to the branch that the corresponding customer is a part of. However, you can reassign the invoice to a different branch if needed.

Add Part to Branch

To add a part to a specific branch, start by opening either the Edit Part or Add Part pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing part) or Add (if adding a new part) to confirm your changes. The example above shows the Edit Part pop-up window.

Add Asset to Branch

To add an asset to a specific branch, start by opening either the Edit Asset or Add Asset pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing asset) or Add (if adding a new asset) to confirm your changes. The example above shows the Edit Asset pop-up window.

Add Project to Branch

To add a project to a specific branch, start by opening either the Edit Project or Add Project pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing project) or Add (if adding a new project) to confirm your changes. The example above shows the Edit Project pop-up window.

Note: The branch field will autopopulate to the branch that the corresponding customer is a part of. However, you can reassign the project to a different branch if needed.

Add Recurrent Service to Branch

To add a recurrent service to a specific branch, start by opening either the Edit Recurrent Service or Add Recurrent Service pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing recurrent service) or Add (if adding a new recurrent service) to confirm your changes. The example above shows the Edit Recurrent Service pop-up window.

Add Recurrent Invoice to Branch

To add a recurrent invoice to a specific branch, start by opening either the Edit Recurrent Invoice or Add Recurrent Invoice pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing recurrent invoice) or Add (if adding a new recurrent invoice) to confirm your changes. The example above shows the Edit Recurrent Invoice pop-up window.