Administration
How to Set Up Multi-Business Management
multi-business companies accounts
How to Set Up Multi-Business Management
When to use this guide
Use this guide when the same owner or user manages multiple businesses (cleaning, HVAC, maintenance, etc.) inside DOP.
Prerequisites
- Multi-business must be enabled in your plan.
- Admin permissions required.
Step-by-step
Step 1 — Open Multi-Business Panel
- Go to Administration → Multi-Business.
- Click Add New Business.
Step 2 — Enter Business Information
Add:
- Business name
- Logo
- Address
- Phone
- Timezone
- Category/industry
Each business is isolated with independent:
- Clients
- Jobs
- Schedules
- Employees
- Payroll
- Invoices
Step 3 — Assign Users to Each Business
You can decide which user belongs to:
- Business A
- Business B
- Both
This allows:
- Same employee working in multiple departments
- Same owner managing several companies
Step 4 — Configure Payment & Tax Settings Per Business
Each business must configure:
- Taxes
- Payment processor
- Branding
- Policies
Step 5 — Save Business
Click Save.
Users can now switch between businesses using the business selector in the top bar.
Common mistakes
❌ “I can’t see the other business”
- User may not be assigned to the business.
❌ Wrong company selected when creating jobs
- Ensure correct business is active in the selector.
❌ Payment or tax settings missing
- Each business must configure them separately.