Owner
Pages
  1. Review the team and partner organisation
  2. Maintain local site content and widgets
  3. Use partner reports and integrations
  4. Screen reference
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Guide › Franchise Owner

Internal training

User guide · Franchise Owner

Use partner reports and integrations

Move from operational reporting to financial and integration records available to the owner role.

Franchise OwnerStep-by-step instructions

Open operational reports

Franchise Owner

1Step 1 of 4

The report index lists the partner-level views available to this role.

  1. Choose a report based on the business question rather than editing source records.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You see reports within this partner's scope.

Owner · Owner oversight01

Review the financial report

Franchise Owner

2Step 2 of 4

The financial view provides period-based figures for owner oversight.

  1. Apply the available period filters and interpret the totals with those filters in view.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The displayed figures are tied to the selected period and current data.

Owner · Owner oversight02

Review Xero connection status

Franchise Owner

3Step 3 of 4

The integration page exposes the partner's current Xero connection controls and state.

  1. Check status and guidance before changing any accounting connection.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can assess the integration from its recorded state.

Owner · Owner oversight03

Inspect address lookup activity

Franchise Owner

4Step 4 of 4

The lookup log provides a record for investigating location-search behaviour.

  1. Use the available information to investigate a lookup without altering the customer or home record.

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What you should see

You can trace location lookup activity available to the owner.

Owner · Owner oversight04
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Anonymous visitor

  1. 1Choose the right home-cleaning service5 steps · Anonymous visitor
  2. 2Use the public enquiry options3 steps · Anonymous visitor
  3. 3Sign in and recover access2 steps · Anonymous visitor

Authenticated user

  1. 1Manage your account and security4 steps · Authenticated user

Operative

  1. 1Plan the working day3 steps · Operative
  2. 2Deliver a domestic-cleaning visit6 steps · Operative
  3. 3Review hours and notifications3 steps · Operative

Office Administrator

  1. 1Process an enquiry into a customer5 steps · Office Administrator
  2. 2Set up a customer, home and quote5 steps · Office Administrator
  3. 3Plan and assign visits5 steps · Office Administrator
  4. 4Manage operatives and assignments4 steps · Office Administrator
  5. 5Review evidence and approve hours5 steps · Office Administrator
  6. 6Review invoices and match payments5 steps · Office Administrator
  7. 7Use self-bills, reports and Xero records5 steps · Office Administrator

Franchise Owner

  1. 1Review the team and partner organisation3 steps · Franchise Owner
  2. 2Maintain local site content and widgets3 steps · Franchise Owner
  3. 3Use partner reports and integrations4 steps · Franchise Owner

Franchisor

  1. 1Review the franchise network2 steps · Franchisor
  2. 2Review network audit and notifications2 steps · Franchisor

Head Office

  1. 1Review and allocate shared enquiries2 steps · Head Office
  2. 2Maintain organisations and territories4 steps · Head Office
  3. 3Review networks, partner enquiries and the public site4 steps · Head Office
  4. 4Review product governance records5 steps · Head Office

Administrator

  1. 1Use the administrator account safely2 steps · Administrator

Role switcher

  1. 1Review the role-switching permission boundary2 steps · Role switcher
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