---
title: "Multi-Branch Field Service Software | ServicePilot"
description: "Run several branches in one account with built-in roles, custom roles, branch-wise access and approval workflows so each person sees what they need."
url: https://servicepilot.in/features/branches-and-roles/
canonical: https://servicepilot.in/features/branches-and-roles/
site: ServicePilot
section: Features
updated: 2026-10-30
language: en-IN
---

ServicePilot feature

# Branches, roles and access for field service teams

ServicePilot supports several branches in one account and gives each person a role: Owner, Branch Manager, Office Staff, Accountant or Technician. Pro plans add custom roles and approval workflows, and access can be limited to a person's own branch or to records assigned to them.

## Multi-branch management software with role-based access

Field service management software (FSM) with several branches in one account, a role for each person, and access limited to a branch or to assigned records; custom roles and approvals on Pro.

The moment a business has a second branch, three questions arrive: who can see what, who can approve what, and how does the owner see it all. ServicePilot answers each separately.

## Branches

- Each branch has its own technicians, jobs and board.
- Owners can view all branches together or switch to one.
- Moving work between branches is controlled.

## Roles and permissions

Five built-in roles cover most teams. On the Pro plan, owners can create their own roles and set what each can view or change, module by module. A reporting structure can show a manager their team's work.

## Own records and financial access

Roles can be limited to records assigned to the person, to their team or branch, or opened to all they are permitted. Money views, such as outstanding amounts and payments, are hidden from roles without financial access.

## Approvals

Pro adds approval workflows, so selected actions, such as an expense, wait for a manager.

## Setting up a second branch

- Add the branch in settings.
- Assign managers and staff to it.
- Choose roles and, if needed, create custom ones.
- The owner views both branches together.

## Illustrative example: a business with three cities

A pest control business with branches in Mumbai, Pune and Nashik gives each branch manager their own board and reports, while the owner switches between branches or sees all.

## Who it is for

Owners with more than one location, and any team where not everyone should see everything.

## Related ServicePilot features

- [Dispatch Board Assign technicians, move visits and see who is on a job, on one board](https://servicepilot.in/features/dispatch-board/)
- [Attendance & Leave Technician attendance, leave requests and holidays that affect scheduling](https://servicepilot.in/features/attendance-and-leave/)
- [Reports Collections, revenue, receivables ageing, AMC renewals and technician performance](https://servicepilot.in/features/reports/)
- [Customers, Sites & Assets Every customer with their sites, contacts and the equipment you service](https://servicepilot.in/features/customers-sites-assets/)

## Guides on this topic

[Field Service Software Field Service Software for Small Business in India Field service software for small business in India: what a team of 3 to 20 technicians needs, what to skip, what it costs and how to start. Read the article](https://servicepilot.in/blog/field-service-software/field-service-management-software-small-business-india/)

## Frequently asked questions

**Q: What roles are built in?**
A: Owner, Branch Manager, Office Staff, Accountant and Technician.

**Q: Can I create custom roles?**
A: Yes, on the Pro plan and above, with module-by-action permissions.

**Q: Can a manager see only their own branch?**
A: Yes. Branch scope is separate from role permissions.

**Q: Can staff see only their own jobs?**
A: Yes. For leads, jobs, complaints and tasks a role can be limited to records assigned to the person.

**Q: How many branches are allowed?**
A: One on Starter, up to 3 on Growth, up to 10 on Pro, and more on Enterprise.

[Book a free demo](https://servicepilot.in/request-demo/) [See pricing](https://servicepilot.in/pricing/)