Hi ServiceBridge Team,

I’d like to request a feature that would greatly improve how we organize jobs and invoices for clients with multiple store locations.

Current Challenge:

We work with companies that have many individual stores (each with its own store number). Right now, all jobs and invoices are grouped under one main customer account, which makes it difficult to quickly locate records for a specific store.

Requested Feature:

The ability to create subfolders (or sub-accounts) within a main customer account. Each subfolder would represent a specific store and include:

Store name and/or store number

Jobs and work orders specific to that store

Invoices and service history for that location

Example Structure:

Client: J.Crew Factory

Store #101 – Subfolder

Store #102 – Subfolder

Store #103 – Subfolder

Benefits:

Easier tracking of service history per store

Better organization of invoices and jobs

Faster reporting and filtering by store location

Improved workflow for teams handling multiple locations

This feature would be extremely helpful for businesses managing multi-location clients and would make ServiceBridge even more efficient for our workflow.

Thank you for considering this request!