Create a branch

Add a branch for each location that owns its own work and staff, give it a code, colour and capabilities, then pick the default, archive or restore it.

In the sidebar, open Administration, then choose Branches under Company. The page address is /settings/org/branches.

A branch is a company location that owns its own work and staff. Each work order, project, task, booking, quote, invoice, payment, time entry and mileage trip belongs to one branch of its own. A customer's branch is only their home branch: it is the starting point for new work, and a customer from one branch can still have work done by another. See Choose or change which branch a piece of work belongs to.

Before you start

• Anyone whose role can read branches can open the page. Creating, editing, archiving and restoring are separate permissions; ask your admin if a button is missing.
• If the page says "This feature is disabled by organization entitlements.", your plan does not include branches, so everything belongs to your one location.
• Whether work is split by branch at all is part of your plan too. When it is off, everything lives on the default branch and nobody sees a branch picker on their work.

Steps

1. On the Branch list tab, press New branch.
2. Type a short Code (for example "main") and a Name people will recognise.
3. Pick the branch's Timezone.
4. Choose a Branch Type: Operational Branch, Dispatch Center, Warehouse, HQ, Accounting Office, Marketing Office, Support Unit or Other.
5. Turn on what the branch does: Scheduling, Dispatch, Inventory, Billing and Marketing. Dispatch needs scheduling, so turning it on turns scheduling on too. Only a branch with Scheduling can own work orders, projects, tasks and bookings, and only a branch with Billing (or the default branch) can own quotes, invoices and payments.
6. Pick a Branch Color and, if you like, an Avatar. Both show wherever the branch appears.
7. Press Create branch.

To change a branch later, press the pencil on its row. The Edit branch drawer adds four sections: Address Search Override (tick the switch to give this branch its own search area, see Set the area address search looks in), Warehouse Support and Primary Warehouse, Mailbox Assignments and Phone Line Assignments. Press Save changes when you are done.

What you see

• The row marked Default is the branch new work falls back to when nothing else decides. Press Default on another row, or Make default in its drawer, to change it.
• Press Archive on a row to stop new work going to that branch. Nova asks you to type a short reason and confirm; the branch, its assignments and its history are kept, and Restore brings it back the same way. The only active branch cannot be archived.
• The filter panel narrows the list by Status (All, Active or Inactive).
• The Scope context tab shows your own Active Branch and Allowed Branches.

If something looks different

• Create branch refuses with "Code and name are required.": fill in both before saving.
• Saving says an address search override needs a centre point or a country: either pick a Service area center, choose a Country, or turn the override off.
• Memberships does not appear as a tab: your role cannot read branch memberships. See Give a team member access to branches.

Open Branches