Enterprise Dashboard Multi-Location Management

Guides & Tips
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Enterprise Dashboard is the cross-tenant view for contractors running multiple service businesses, multiple physical branches, or franchise operations. Where the Owner Dashboard shows you one workspace’s KPIs, the Enterprise Dashboard rolls up all of them — revenue, jobs, technician utilization, customer satisfaction — into one view with drill-down per location. This guide walks the conceptual model, the setup, and the operating rhythm for multi-location ownership.

Estimated time: 7 minutes

Before You Begin

  • Owner / Tenant Administrator access on each workspace you want to combine (Roles, Permissions, and Security)
  • Enterprise tier subscription — Multi-Location features are tier-gated; check your billing page
  • (Optional) A consistent Chart of Accounts across workspaces if you’ll roll up financials in QuickBooks

When you need this

The Enterprise Dashboard is built for contractors who:

  • Operate 2+ workspaces — typically one per physical branch, franchise location, or sub-brand (e.g. “Acme Plumbing — Bay Area” + “Acme Plumbing — LA”)
  • Need consolidated KPIs without losing per-location detail
  • Have separate management teams per location but a single Owner / multi-location ops team

If you run a single-location 5-tech shop, you don’t need this — the Owner Dashboard handles you. The pivot point is usually the second physical location.

How the data model works

Each Exoserva workspace is independent — its own customers, jobs, invoices, team. The Enterprise Dashboard sits above multiple workspaces and:

  • Aggregates KPIs by date / location / segment
  • Compares locations side-by-side
  • Drills down into any single location’s full Owner Dashboard view
  • Does NOT mix customer records (a customer in Bay Area workspace stays scoped there)

This separation is intentional — it keeps the operational team’s daily view focused while giving Owner the cross-cutting view.

Step 1: Provision multiple workspaces

If you only have one workspace today, the first step is creating additional ones. From the workspace switcher (top-left of the dashboard, the workspace name), click + New Workspace. Provide:

  • Name (e.g. “Acme Plumbing — Sacramento”)
  • Service area (zip codes)
  • Initial admin (you, by default; can add others later)

Save. The new workspace is empty and ready for setup. Repeat per location.

Tip: Use a consistent naming convention — “Brand — City” or “Brand — Region”. The cross-location dashboards group alphabetically; messy names = messy reports.

Step 2: Mirror configuration across workspaces

Each new workspace starts blank. To avoid configuring the same things 5 times:

  • Roles, Permissions, and R-Levels — re-create your role library in each (or use the Copy from existing shortcut if your tier supports it)
  • Price Book — same SKUs and pricing typically work; export from one, import to others
  • Voice AI prompts — share the brand voice across locations; each workspace gets its own phone number
  • AI Dispatch weights — different per-location based on their tech pool composition

Don’t try to make every detail identical. The point of separate workspaces is local autonomy — let the Sacramento manager run their book differently than the Bay Area manager.

Step 3: Open the Enterprise Dashboard

From the workspace switcher, click Enterprise Dashboard (visible only when you have 2+ workspaces and the Enterprise tier). The page shows:

  • Aggregate KPIs at the top — total revenue, total jobs, total customers, total team headcount
  • Location comparison table — each row is a workspace with key KPIs side-by-side
  • Drill-down links — click any location to jump into that workspace’s Owner Dashboard

Step 4: Use the location comparison view

The comparison table surfaces the metrics that vary most across locations:

  • Revenue (this period) — absolute dollars + change vs prior period
  • Jobs completed — volume
  • Avg ticket — pricing health
  • Win rate — sales effectiveness
  • Customer satisfaction — quality
  • Tech utilization % — operational efficiency
  • Outstanding receivables — cash flow health

Sort by any column to spot outliers — “Sacramento is at 64% utilization while Bay Area is at 81%” points to a dispatch or capacity issue at one location worth investigating.

Tip: Spend 10 minutes on the comparison view every Monday morning. Pick the lowest-performing metric across locations, jump into that workspace’s Owner Dashboard, and identify the cause. This becomes the focus topic for your weekly multi-location ops call.

Step 5: Roll up reports

The Enterprise Dashboard’s Reports tab supports cross-workspace queries. Most useful patterns:

  • Revenue trend by location — line chart with one line per workspace
  • Tech utilization comparison — see which location’s team is overloaded
  • Customer segment value by location — different markets value different services
  • Year-over-year by location — growth divergence between locations

These reports use the same Report Builder grammar as single-workspace (Building Custom Reports) — but with Workspace as an additional dimension.

Step 6: Set Workspace-level permissions

Two kinds of access matter:

  • Per-workspace roles — within a workspace, normal Roles + R-Levels apply. The Sacramento Manager has Manager role only in Sacramento.
  • Cross-workspace roles — you (Owner) have access to all workspaces. Optional regional roles like Regional Operations Director gain Manager-level access across multiple workspaces.

Configure cross-workspace roles in Settings → Multi-Location Permissions (Enterprise tier). Add a user, pick which workspaces they have access to, pick the role within each.

Warning: Cross-workspace access is a security multiplier. A regional admin at the wrong R-Level can cause more damage in a few minutes than any per-workspace user. Audit cross-workspace permissions monthly.

Step 7: Operating rhythm

A workable cadence for a multi-location owner:

  • Monday 8 AM: 10-minute Enterprise Dashboard review. Spot the divergent metric, plan the day around it.
  • Wednesday afternoon: 30-minute call with each location manager (rotate; not all in one call). Walk through their Owner Dashboard.
  • Monthly: Cross-location ops meeting; share what’s working at one location that others should adopt.
  • Quarterly: Permissions audit; review which cross-workspace users still need access.

The Enterprise Dashboard isn’t a passive monitoring tool — it’s the conversation-starter for active multi-location management.

Real-World Example

You own 3 plumbing locations: Bay Area (8 techs, mature), Sacramento (4 techs, 18 months old), Reno (2 techs, brand new). Monday morning Enterprise Dashboard review: Reno’s revenue is 40% below projection. You jump into Reno’s Owner Dashboard, see customer rating dropped from 4.6 to 4.2 in the last month, drill into Conversations to read recent customer messages — find that the AI receptionist is sending people to the Bay Area phone number because Reno’s territory wasn’t configured. 15 minutes of fix, 2 weeks of recovery in metrics, problem solved before it became a quarterly disaster. The Enterprise Dashboard is what made you spot it on day 4 instead of day 90.

What’s Next?

Need help? Post in the Tech Support category or contact support@exoserva.com.

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