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Who uses this: Franchisors — the Franchises tab and the franchisee controls described here live in the franchisor account, and franchisor admins receive the territory notifications. Availability: Franchisor accounts in a FieldPulse franchise structure.
The FieldPulse franchise structure connects one franchisor account to many franchisee accounts, so the franchisor sees every franchisee location in one list and manages each account from that list. From the Franchises tab, the franchisor can edit any franchisee, log into a franchisee’s account, and set the fees, territories, and the disclaimer that appears on that franchisee’s estimates and invoices. A franchise structure is not the same as the other two multi-account setups in FieldPulse. Customer account structures organize your customer records through parent/child relationships and multi-location customers. A master account links separate FieldPulse accounts you own so one person can switch between their own businesses. A franchise structure is a franchisor overseeing separate franchisee accounts.

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Overview

The workflow breakdown a franchise structure solves is oversight across accounts that don’t share a login. Without it, a franchisor logs in and out of separate franchisee accounts to check on a location, chase paperwork, or change a fee. The franchise structure puts every franchisee in one list and gives the franchisor the controls to manage them from there. As the franchisor, you open the Franchises tab from the menu on the left-hand side of the screen to see all of your franchisees at a glance. In the example below, there is a franchisee in each of five locations: Nashville, Salt Lake, Santa Fe, Philadelphia, and Dallas. The list shows each franchisee’s internal name, brand, region, state, franchise ID, company name, email, and phone. The Franchises tab open on the Franchise Management screen, listing five franchisees in Nashville, Salt Lake City, Santa Fe, Philadelphia, and Dallas, with columns for internal name, brand, region, state, franchise ID, company name, email, and phone Reporting across franchisees has its own two articles: How to Use Franchise Roll-Up Reporting for consolidated data from every franchisee location, and Franchise Royalty Reporting Overview for the monthly royalty reports each franchisee submits.

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How it works

The franchisor can edit or log into any franchisee account at any time, using the two icons at the end of the franchisee’s row in the Franchises tab:
  • Edit a franchisee — select the paper/pencil icon on the franchisee’s row.
  • Log into the franchisee’s account — select the arrow/door icon on the franchisee’s row.
A franchisee row in the Franchises list with the two row-end icons highlighted, a paper/pencil edit icon and an arrow-through-door login icon Editing a franchisee opens the Edit Company panel, which holds everything the franchisor controls for that one franchisee. Scroll the panel to move through its groups of settings in order: Main Info, the fees you charge that franchisee, Territory Management, and Disclaimer.

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Franchisee information

Main Info sits at the top of the Edit Company panel and holds the franchisee’s identifying details — Internal Name, Brand, Region, State, and Franchise ID. Every field except State is marked required. The Edit Company panel open on Main Info, with fields for Internal Name, Brand, Region, State, and Franchise ID, and a Load Data button at the top of the panel

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Setting up and adjusting fees

Scroll past the franchisee’s information fields to reach the fee controls, where the franchisor creates and edits the fees charged to that franchisee. To add a fee:
  1. Select the fee Type — Franchise, Marketing, Outside territory, Technology, or Other.
  2. Enter a Fee Name.
  3. Set the amount as a flat dollar amount ($) or a percentage (%).
  4. Select Add Fee to apply the fee to this franchisee.
Fees already applied to the franchisee are listed above these controls, each labeled with its type — Royalty (Franchise Type), for example — with its own amount field and a trash icon. Fee controls for a franchisee showing existing Tech Fee, Royalty, Marketing, and Outside Territory amounts with trash icons, and the Fee Type dropdown open on Franchise, Marketing, Outside territory, Technology, and Other beside the Fee Name box, the dollar/percent toggle, and the Add Fee button

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Territory management

FieldPulse tracks each franchisee’s territory by zip code, which keeps market coverage clear and reduces competition between franchisees. The franchisor turns this on for a franchisee with the Enable Territory Management by Zip Codes toggle, and can load, add, or delete zip codes at any time. The file you load through Load Zip Codes is a single column holding the zip codes you want to assign. The franchisor can customize two prompts for each franchisee: the Territory Restriction Fee Warning and the Territory Restriction Message. The section also holds a Territory Restrictions Mode dropdown. Notifications can be sent in two cases:
  • When the franchise accepts outside-of-territory fees.
  • When the franchisee attempts to save business outside of their territory.
By default, all franchisor admins receive these notifications. Each admin can turn them off for themselves in their own profile settings. The Territory Management section with the Enable Territory Management by Zip Codes toggle on, a Territory Restrictions Mode dropdown, the Territory Restriction Fee Warning and Territory Restriction Message fields, the two outside-territory notification toggles, a Load Zip Codes button, and the franchisee's assigned zip codes listed as removable chips

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Adding a disclaimer

The disclaimer message is the last field the franchisor can edit for a franchisee. The disclaimer added here displays on all of the estimates and invoices created by that franchisee’s account. The Disclaimer section of the Edit Company panel, with a text box for a disclaimer that appears on the franchisee's estimates and invoices and a green Save button below it After editing any of the fields above, select the green Save button so the changes apply to that franchisee going forward.

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Availability

The Franchises tab and the franchisee controls on this page are part of a FieldPulse franchise structure and appear in the franchisor’s account. If you’re not sure whether the franchise structure is set up for your account, contact the FieldPulse team at support@fieldpulse.com or use the chat feature in the bottom-right corner of your screen.