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Multi-Location

Run multiple locations from one account: what is shared, what is per-location, how to activate, switch, and manage profiles.

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Overview

Multi-Location lets one Dirt Face account run several locations, DBA brands, or divisions. Each location (a company profile) keeps its own customers and documents, while catalog, inventory, vendors, and team stay shared across the whole account.

Use it when you operate more than one branch or brand but want a single catalog, inventory pool, and team.

Where in the app: Business Settings → Integrations → Multi-Location
Open: Multi-Location

Requires a Crew plan or higher. Your plan sets how many locations you can create.

What is shared vs. per-location

This is the most important thing to understand before activating.

Per-location (separate for each)

Each location keeps its own:

  • Customers, quotes, jobs, and invoices
  • Documents and document numbering
  • Crews and scheduling
  • Sales tax settings and tax zones
  • Branding (name, logo, colors) and terms
  • Company info and address
  • Contact forms and lead generators
  • QuickBooks Online connection (each location needs its own QBO subscription)
  • FortisPay payment processing (each location needs its own merchant account)
  • Default values (quote, invoice, cover, email templates, and similar)

Shared (account-wide, all locations)

Every location uses the same:

  • Components (parts) database
  • Inventory and stock levels
  • Fence templates and product catalog
  • Vendors and services
  • Team members (users) and permissions
  • Billing and subscription

So a part, price, or vendor edited once applies everywhere, but a customer or invoice created in one location does not appear in another.

Activate multi-location

  1. Open Multi-Location
  2. On Solo, upgrade first through the checkout prompt
  3. On a supported plan, click Activate Multi-Location
  4. Create your locations (see below)

Your first location is the primary profile and cannot be deleted while multi-location is active.

Create and manage locations

Under Company Locations on the Multi-Location page:

  1. Click Add Location
  2. Enter a profile name (for example, "East Branch"), pick a color, and optionally a company/DBA name
  3. Click Create

The color helps you tell locations apart in the header switcher. Row actions:

  • Switch to makes that location active
  • Star sets the default location you land on at login
  • Edit changes name, color, or company details
  • Delete removes a non-primary location (reassign its records first, see below)

You can create up to your plan limit. The page shows current usage (for example, 2/3 used).

Switch locations

Use the location switcher in the top header to change which location you are working in. Everything you view and create (customers, quotes, jobs, invoices) belongs to the active location.

After switching, configure that location under Company Info, Sales Tax, Default Values, and its integrations.

Team access per location

Team members are shared account-wide, but you can limit who works in which location. Under Manage Team, use Profile access on a member to restrict them to specific locations. See Team members.

Integrations per location

Because QuickBooks and FortisPay are per-location, each location connects its own third-party account:

  • QuickBooks Online: each location connects its own QBO company file and needs a separate Intuit subscription. See Connect QuickBooks Online.
  • FortisPay: each location needs its own approved merchant account. See Payment processing.

Warning: These are separate paid third-party accounts. Dirt Face does not include QuickBooks or FortisPay licenses, so each location carries its own cost.

Sales tax per location

Tax rates and zones are per-location. Secondary locations can Copy from Primary to duplicate the main location's tax setup, then adjust. See Sales Tax.

Delete a location

Deleting a location must move its records somewhere:

  1. In Company Locations, open the location's menu and click Delete
  2. Dirt Face shows how many customers, jobs, quotes, invoices, schedule events, crews, and team assignments will move
  3. Choose the location to reassign records to
  4. Confirm

The primary location cannot be deleted.

Deactivate multi-location

Deactivating hides secondary-location data. Records in secondary locations stay in the database but are not accessible until you turn multi-location back on, and you will only see the primary location.

Important: To move records out of a location before deactivating, delete that location first and reassign its records. Do this before deactivating.