Turnover by location
Track work orders, payments and expenses for the selected branch. Switch locations to see records for another branch.
For businesses with multiple locations
Separate branch records. One place to manage them.
Switch between headquarters and branches from the same business account. Track work orders, payments and expenses by location, and choose which customer records and resources to share.
Example branch structure
Locations
3 locations
HeadquartersMain business account
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Branch ASeparate jobs and turnover
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Branch BSeparate jobs and turnover
Daily operations
Give each location its own records
Access by user
Give team members access to selected locations or to headquarters and every branch. They sign in with the same company code and select an authorised location from the menu.
Headquarters and branches
Choose what to share
Turn on each sharing option separately from the headquarters account. Branches can still manage their own prices and stock quantities.
Customer and vehicle records
With sharing enabled, use the number plate to find customers registered at another location.
Service catalogue
Share headquarters services with branches. Each branch can set its own price for the same service.
Product catalogue
Share products from headquarters. Each branch manages its own selling prices and stock quantities.
WhatsApp connection
Send notifications through the linked headquarters account or connect a separate account for each branch.
Service and product catalogue sharing is available for business profiles that use the shared catalogue, such as car washes and detailing shops.
Getting started
Set up branches in three steps
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Request branch access
Enter the number of branches you need in addition to headquarters when signing up. The OtoPatron team will receive your request.
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Add branches from headquarters
Once access is enabled, go to Profile Settings → Branches and add locations up to your assigned limit.
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Set access and sharing
Select the locations each team member can access and the records and resources to share from headquarters.
Frequently asked questions about branch management
Do branches need a separate company code?
Team members sign in to their own user accounts with the same company code. They can then select an authorised branch or headquarters from the menu.
How many branches can I add?
The OtoPatron team enables the feature and assigns your branch limit. When signing up, tell us how many branches you need in addition to headquarters.
Can I find a customer from another branch by their number plate?
Yes. When customer and vehicle record sharing is enabled, branches can use the number plate to find customers registered at other locations.
Can different branches charge different prices for the same service?
Yes. On profiles that support catalogue sharing, headquarters can share services and products. Each branch can set its own prices and manage its own stock quantities.
Can all branches use the same WhatsApp number?
Yes. Enable the option to use the linked headquarters account and notifications will come from that number. You can also connect a separate WhatsApp account at each branch.
Bring your headquarters and branches together
Tell us how many branches you plan to manage when creating your OtoPatron account.