Branches

Organize your business by location, department, or service type with Branches

Branches help you manage multiple business units—like different offices or service divisions—within Uptick. Once set up, Branches automatically filter data across the platform, making it easy to track performance, assign work, and report by business segment.

What You'll Learn:

When and how to use Branches
How to set up and assign Branches
Key features and limitations
Integration with Cost Centres
The difference between Branches and Zones

When to Use Branches

Use Branches to organize your business so it's clear which properties and users belong to each segment.

Common use cases:

Multiple office locations – Separate your Sydney, Melbourne, and Brisbane offices
Different service types – Divide Fire Protection, HVAC, and Security divisions
Acquired businesses – Keep data for newly acquired companies separate while managing everything in one system

Important: Branches are not for geographical scheduling. Use Zones for assigning technicians to service areas.

Key Features & Limitations

What Branches Can Do

✅ Organize by business unit – Group properties and users by office or service type
✅ Automatic filtering – Users see only their Branch's data by default
✅ Multiple Branch access – Assign users to multiple Branches (but only one Home Branch)
✅ Reporting & insights – Filter all reports by Branch for clear performance tracking
✅ App visibility control – Limit what field technicians see in the mobile app
✅ Cost Centre integration – Assign different Cost Centres per Branch

Important Limitations

⚠️ Web platform access – Desk users can still view all Branches using filters. Access restrictions only apply to the mobile app.
⚠️ One Branch per property – Each property can only belong to one Branch
⚠️ Cannot assign to clients – Branches are assigned to properties and users, not clients directly

Setting Up Branches

Step 1: Enable the Branches Extension

Branches is an optional extension. If you don't see it in your system:

Contact Uptick Support to enable Branches (there's no additional cost)
Once enabled, you'll see Branches under Tools > Site Configuration

Step 2: Create a Branch

Go to Tools > Site Configuration > Branches
Click Create branch
Enter the Branch name (required)
Optionally add:
- Address
- Phone number
- Email address
- Safety and servicing requirements (for subcontracted work)
Click Save

Assigning Branches

Assign a Branch to a Property

Single property:

Go to Properties and select a property
Click View, then Update
Select the Branch from the dropdown
Click Save

Bulk assignment:

Go to Customer data > Properties
Use filters to find the properties you want to update
Select all properties
Click Edit (x) properties
Choose a Branch from the Branch dropdown
Click Apply changes

Note: When Branches are enabled, every property must have a Branch assigned—it's a mandatory field.

Assign a Branch to a User

Single user:

Go to People > Users
Click Edit next to the user
Select their Branch or Home Branch from the dropdown
Click Save

Bulk assignment:

Go to People > Users
Use filters to find the users you want to update
Select all users
Click Edit (x) users
Choose a Branch from Add to Branch dropdown
Click Apply changes

What's the difference?

Branch – Users can be assigned to multiple Branches
Home Branch – The primary Branch a user belongs to (used for Timesheet filtering)

How Branches Filter Your Data

Once assigned, Branches automatically filter these areas:

Properties
Clients
Service Contracts
Assets
Tasks
Invoices
Insights and reports

Example: If you're assigned to the "North Branch," you'll automatically see only North Branch properties when you open the Properties page.

Need to see everything? You can manually remove the Branch filter by clicking the X next to the filter.

Note: These automatic filters don't apply to Clients or field technicians in the mobile app.

Using Branches with Cost Centres

When Branches are enabled, you can assign different Cost Centres to each Branch and task category combination.

How It Works

When a task is created, Uptick automatically applies the correct Cost Centre based on:

The Branch assigned to the property
The Task Category (e.g., Maintenance, Installation)

Setting Up Cost Centres with Branches

Go to Control Panel > Cost Centres
For each Cost Centre, double-click the Branch cell
Select the Branch from the dropdown
Turn on the Default toggle
Click Save changes

Important rules:

Each Cost Centre must have a unique combination of Branch + Task Category
Only one Cost Centre can be set as default for each combination
If you try to enable a duplicate combination, the other will automatically disable

Branches vs. Zones: What's the Difference?

Branches	Zones
Organize by business unit or service type	Organize by geographical region
Used for reporting and accountability	Used for scheduling and assigning technicians
Can represent offices in different locations	Strictly for service areas (e.g., North Sydney, Inner West)
Example: Fire Division, HVAC Division	Example: Zone 1 (CBD), Zone 2 (Western Suburbs)

CSVCopy

Bottom line: Use Branches for business structure. Use Zones for field operations.

Field Technician Visibility

You can control what field technicians see in the mobile app based on their Branch assignment.

How to Limit App Visibility

Go to People > Security Groups
Edit the field technician's Security Group
Untick "Can see all tasks"
Tick "Can see my branches tasks"

What happens:

Technicians will only see tasks for their assigned Branches
They'll only see properties from their Branches when creating callout tasks
Tasks without a Branch will still be visible to everyone

Filtering & Exporting with Branches

Dashboard Filtering

On your dashboard, you can:

Select a specific Branch from the dropdown to view its data
Leave the selection blank to view all Branches

Exporting Data

When you export data (e.g., properties, tasks), Branch appears as a column. You can:

Filter by Branch before exporting
Use Branch as a filter in your exported spreadsheet

Including Branches in Document Templates

Want to show Branch information on invoices, reports, or certificates?

This requires a template change request. Learn more about requesting template changes and associated costs.

Frequently Asked Questions

Q: Can I assign a Branch to a client?
A: No, Branches can only be assigned to properties and users. To organize clients by Branch, assign the Branch to their properties.

Q: Can I delete a Branch?
A: Yes, but you must first unlink it from all properties and users. Go to Tools > Site Configuration > Branches, click View on the Branch, then Delete. If it's linked to properties, use bulk actions to unlink them first.

Q: Is there a cost to enable Branches?
A: No, Branches is included at no additional cost. Contact Support to enable it.

Q: Can desk users see all Branches?
A: Yes. Branch restrictions only apply to the mobile app. Desk users can use filters to view any Branch.

Q: What happens if I create a defect quote for a property in a different Branch?
A: When creating a defect quote from the property page, the Branch is automatically pulled from the property. To use a different Branch, create the quote from the Defect Quoting page and select the Branch before selecting the property.