Discuss your projectEvery branch, clinic, yard, or depot running the same process, with the local variations you allow and a group view built from shared records. New sites open on the standard, set up in the tool.
Illustration of a group quoting application built by Baybloom for a multi-branch operator: one quoting workflow across branches, with a group view of what is awaiting approval.
Owners, COOs, and regional managers of businesses with several branches, clinics, yards, stores, or depots: service companies, care groups, distributors, franchisors. Each site has found its own way to do things, and the group can only see the result weeks later.
The workflow
The steps we see most often in this kind of operation.
What we build
Quoting, scheduling, intake, or job management built once and run at every site, with the approved local variations held as settings.
Live views of volume, margin, and service levels by site and region, built from the same records each branch works in.
Rosters and shift tools that let managers share staff between nearby locations and see coverage gaps across the region.
One customer record visible to every branch, so a customer served by two locations is recognized and their history travels with them.
Requisitions and stock visibility across sites, with group supplier agreements applied everywhere and transfers between locations recorded.
Inspection and compliance checklists run on a phone at each site, with issues assigned and tracked to closure by head office.
Your first release
How the work runs
We start with the people doing the work and the systems around it, then write down the first release: what it includes, what it leaves for later, the integration decisions, and the acceptance criteria. Nothing is built until that scope is agreed.
We build in releases you can review as the work takes shape, using realistic data. Every release carries tests, a security review, and documentation. Integrations are tested against real records, with exceptions visible.
Your team receives the documentation, the runbooks, and the training to run the system, and we stay on for continued engineering when you want it.
Scope and price
Every project is priced from a written scope. These are the factors that move it most.
The more each site has adapted its own process, the more discovery and agreement is needed to define one standard and the allowed variations.
Sites running different accounting or operational systems each need their own integration, while a system shared across sites needs only one.
More locations mean more roles, permissions, training, and rollout planning, and a phased rollout site by site often suits larger groups better.
Simple group totals are straightforward, while benchmarking, allocations, and consolidated financial views need agreed definitions and more data modeling.
Multi-branch service company
When a service company grows branch by branch, each branch tends to build a separate quoting spreadsheet, and the group cannot compare margins until someone gathers them all. A first release sets one quoting workflow for every branch, with the pricing variations the group allows, branch-level roles and permissions, and a group view built from the same records. It also sets a standard for bringing a new branch into the tool, so the next opening starts on the shared process. Scheduling or dispatch is often the next workflow to standardize.
Questions
What leaders in this industry ask us first.
Any operation run in several places: field service, care groups, distribution, retail, and franchises. The workflows differ by industry; the multi-site problem is the same.
The core workflow does; the variations that matter are allowed and recorded. Deciding which is which is the first conversation.
Often, yes. The workflow and the reporting connect to each site’s systems; consolidation is a separate decision.
A new site is set up from the standard in the tool, with its roles, settings, and workflow, instead of copying a spreadsheet from the nearest branch.
Usually not. A pilot site proves the workflow, then sites join in groups with training and a named contact for each. Rolling out in stages lets the standard improve from real use and keeps the risk to daily operations small, because only a few sites are changing at any one point.
Site managers help define the standard and the allowed variations, test the workflow before their site goes live, and get a site view that shows their own performance. When they see the tool making their work easier and their numbers clearer, adoption follows from the people who run each location.
An acquired business can join the shared records first, keeping its own systems while its reporting joins the group view. Moving it onto the standard workflow is then planned site by site, using the same setup tools and training as any new location.