Gridwork

Welcome to Gridwork — the franchise management platform that helps you organize companies, locations, employees, services, and marketing content in one place.

This guide walks you through the essentials so you can get productive fast.

Your dashboard

After signing in, you land on the dashboard. If your account has multiple tenants, select the one you want to work with from the account switcher in the sidebar.

The sidebar is your main navigation hub. Here is what each section gives you:

Companies — Create and manage companies that belong to your account.
Locations — Add physical or virtual locations under each company.
Employees — Track employee profiles and CVs per location.
Services — Define your service catalog and assign services to locations.
Marketing — Draft, schedule, and publish marketing posts.
Settings — Account-level configuration: members, roles, API keys, integrations, custom fields, and the Danger tab for irreversible actions.
Profile — Your personal name, email, and password (separate from account settings).

Key concepts

Gridwork is organized in a hierarchy:

Account — The top-level tenant. Everything you create lives inside an account.
Company — A business entity within your account. You can have multiple.
Location — A physical or virtual branch belonging to a company.
Employees, Services, Posts — Tied to locations (and through them, to companies and the account).

Tip: Start by creating a company, then add at least one location. Once a location exists you can assign employees, enable services, and create marketing posts.

Contextual help

On every dashboard page, look for the ? button in the bottom-right corner. Clicking it opens a help drawer with guidance specific to the page you are on. You can also browse the full Help Center at any time.

Next steps

Create your first company in Companies.
Add a location and explore its tabs (Info, Employees, Services, Posts).
Invite team members in Settings → Members.