Settings

Markets

A market is a place you do business. It scopes customers, jobs, money, the price book, the phone line and the people who see them.

If you run one market you will barely notice it. If you run several, markets keep each branch's work separate while the business stays one company.

What a market scopes

A market has its own customers and jobs, its own receivables, price book and tag categories, its own phone line and its own service-area ZIP codes. Two branches can price the same work differently because their costs differ. The name is yours: Market, Region, Division, Branch.

Account and job numbers are company-wide, so a number is never repeated across markets and moving work between them causes no clash.

Create and manage

Settings, Company, Markets (owner or admin, team workspace). Each market shows a status: Ready, Needs setup, Couldn't check or Archived, a list of what is left with a link to each setting, and the people assigned to it. With a single market the row is Market name, and Add a market starts the second one.

Who sees which

Assign people to a market from its People section (Assign) or from the person's page. Owners and admins see every market. A person sees only their markets' customers, jobs and money, and owners switch markets from the header and can search across all. Drawing-specific access for outside viewers is set on the drawing.

An owner uses the market switcher to see another market's drawings, schedule and money.

Related

Updated 2026-10-24 · More in Settings · Also in the app under Help.