Best practices for using Branches

Learn about the different ways you can use Branches and get the most of the feature.

Aleks Petrovic avatar
Written by Aleks Petrovic
Updated over a week ago

We offer the Branches extension to facilitate companies with multiple business units (multiple offices or businesses). This article outlines the use cases and contexts for effective use of Branches. For more detailed information on setting up and assigning Branches see our main Branches article.

How Branches should be used

Branches should be used to organise parts of your business so that when they are assigned to users and properties in Uptick, it is clear which properties each Branch is accountable for. Each user can belong to a single Home Branch (the main branch or office that the user belongs to), which can be filtered for in Timesheets.

Some examples of appropriate Branch use includes:

  • Different Branches of your business located in different areas

  • Separating certain types of business (i.e Fire, HVAC). This is useful for when your organisation has acquired another business, and allows you to have all user and property data in Uptick and still be able to determine different segments of your business and the properties they look after.

Branch features and limitations



  • Group and organise parts of your business, by separate offices and/or business types.

  • Assign to properties to identify the properties that specific Branches are accountable for.

  • Assign to users, which will create convenient automatic filters so they see information applicable to their Branch. These filters can be adjusted so the user can still see everything else permitted by their Security Group.

  • Assign multiple Branches to users, but they can only belong to a single Home Branch.

  • Filter per Branch on all your insights and profitability reports, for better clarity on per business unit reporting.

  • Limit app user visibility to the Branches they're assigned to.

  • Access restrictions by Branch will only apply to the mobile app. Desk users will still be able to utilise the filters to see other information, and Uptick does not have any controls in place to block desk users from seeing information outside of the Branch they are assigned to.

Assigning Branches

Assigning Branches to a specific Property

  1. From the Properties page, View a property then click Update

  2. Select the Branch from the drop-down list and then click Save

Assigning Branches to a specific User

  1. Go to People > Users

  2. Click Edit next the User you want to assign to a Branch

  3. Select the Branch or Home Branch from the drop-down list and then click Save

Assigning Branches in bulk

Branches can be assigned to both user and properties through bulk actions.

  1. Either from Properties (Customer data > Properties) or Users (People > Users), search and apply the filters to get the listing for the properties/users to which you will apply the same Branch.

  2. Select all, then click Edit (x) properties

  3. Select a Branch from Branch (Properties) or Add to Branch (Users) from the drop-down list then click Apply changes.

Using Branches with Cost Centres

When the Branch extension is enabled you can have different Cost Centres for different task categories for each Branch. For any Cost Centre enabled as default, the system will look at the Branch on the property as well as the default category of the task being generated and automatically apply the appropriate Cost Centre to the task.

Only one cost centre can be set against a defect quote or task at any given time. For this reason (in order for the cost centre to be automatically applied upon task generation) each different cost centre must:

  • Have a unique combination of Branch and Task Category (having no Branch and/or no task category are also viable combinations. No category will apply across all categories that have not been specified in other default Cost Centres, with the same being true for Branches)

  • Have the Default toggle turned on

When 2 different cost centres have the exact same Branch and Task Category, only 1 can be made default at a time. If one of these is already enabled as default, the other cost centre with the same combination will automatically be disabled.

Setting up Branches on Cost Centres

Only the Branch context is covered here - to learn more about creating Cost Centres and how they work, see our article on the subject here.

  1. Go to Control Panel > Cost Centres

  2. For each Cost Centre double-click on the Branch cell and select the cost centre from the drop-down menu.

  3. Click Save changes.

Key differences between Branches and Zones



  • Can be used to categorise parts of your business and the properties they look after by department or service type.

  • Can be used to separate different branches of your business by geographical location.

  • Are strictly for geographical regions where properties are located and which users service those regions. They should not be used in the business unit context.

  • Used for scheduling tasks and assigning technicians that service those geographical areas.

Including Branches in document templates

This requires a template change request. Click here to learn about raising a request and the costs associated with changes to your document templates.

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