NOTE: ServiceM8's Franchise Management module is being deactivated in 2022, and new franchisor accounts cannot be created. If you're looking for a job management solution for your franchisees, please review the core ServiceM8 product against your requirements.
In this lesson you will learn how you can apply settings from your main office into your franchise accounts. It could be a logo of your company, standard email/SMS template, marketing materials and more!
Here is the list of available settings that can be deployed to your Franchisees
| Job Categories |
Premium SMS |
| Email Inbox |
SMS Templates |
| Document Templates |
Job Queues |
| Email Signature |
Marketing Sources |
| Materials |
Company Logo |
| Job Templates |
Email Templates |
You can configure it by going to Settings > Preferences, select Franchise
Here you can specify which settings that you would like to share with your franchise accounts and it will be applied into your sub-accounts.
1. Click Franchise from the left panel
2. Tick Settings you wish to share
3. And click Save to apply the changes
Then go back to Settings tab, and click Franchises
Click Deploy Settings
Review the settings to be deployed, click Next
Click Finish and you're done!
Shared settings cannot be modified from your sub-accounts.
