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Who uses this: Anyone who manages more than one FieldPulse business or franchise from a single login. Availability: Web app and mobile app. Requires a separate FieldPulse account for each business you link, and linking those accounts starts with a request to the FieldPulse team.
A master account lets you manage multiple businesses or franchises from one FieldPulse login and switch between them at the click of a button, on the web app or the mobile app. Once your accounts are linked, you reach every company’s data, records, and settings from one centralized location, and you can run a single roll-up report across all of them.

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Overview

A master account is one FieldPulse login that connects the separate FieldPulse accounts you run, so you move between those businesses or franchises without logging out of one and into the next. The workflow breakdown a master account solves is running more than one business out of accounts that do not talk to each other. Without it, an owner of several companies logs in and out of separate accounts all day and works through a different interface for each one. A master account keeps each business in its own FieldPulse account and puts all of those accounts behind one login.
You need a separate FieldPulse account for each business you want to link.
If you are a franchisor overseeing franchisee accounts, the franchisor tools — the Franchises list, fees, territories, and disclaimers — are covered in Franchise Overview. To structure a single customer that spans a parent company or several service addresses, see Customer Account Structures Overview.

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How it works

A master account joins your linked FieldPulse accounts so you can:
  • Switch between businesses — move between your linked companies at the click of a button, with no logging in and out of different accounts.
  • Reach everything in one place — open each company’s data, records, and settings from one centralized location.
  • Report across companies — run Roll-Up Reporting on your linked accounts.
The master account is available in both the FieldPulse web app and the FieldPulse mobile app.

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On web

The master account works in the FieldPulse web app, where you switch between your linked companies without logging out.

Video walkthrough: the master account in the FieldPulse web app

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On mobile

The master account works in the FieldPulse mobile app, where you switch between the same linked companies.

Video walkthrough: the master account in the FieldPulse mobile app

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Roll-up reporting across your linked accounts

Roll-Up Reporting is a consolidated report that spans your linked FieldPulse accounts. Open it under any account login by going to Management > Reporting > Roll-Up Reporting. The report covers invoices, estimates, jobs, and assets, and it shows overall profits and losses, so you can compare performance across your companies in one place. A franchisor reporting across franchisee locations runs a separate report — see How to Use Franchise Roll-Up Reporting.

Video walkthrough: Roll-Up Reporting across linked accounts

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Availability

A master account works in both the FieldPulse web app and the mobile app, and it requires a separate FieldPulse account for each business you link. To link your accounts, contact the FieldPulse team at support@fieldpulse.com or use the in-app chat. To add more accounts to your group, book a session with the sales team.