FranHub CRM User Guide
Welcome to your comprehensive manual for the FranHub CRM platform. Use this guide to understand module navigation, data management, and troubleshooting.
Platform Overview
Quickly jump to core modules of the CRM. Click any link below to access the page directly.
Executive Dashboard
Your central command center for network KPIs, compliance stats, and urgent alerts.
Go to Executive Dashboard →Operational Dashboard
Analyze trends and compare locations based on health assessments and financial metrics.
Go to Operational Dashboard →Franchisee Directory
Searchable list of all franchise partners. Import records and manage entity details here.
Go to Franchisee Directory →Compliance Center
Track legal, operational, and insurance requirements network-wide to prevent lapses.
Go to Compliance Center →Field Operations
Manage consultant visits, digital inspection forms, and automated PDF reporting.
Go to Field Operations →Development Pipeline
Track prospective candidates via a Kanban board from discovery to signed agreement.
Go to Development Pipeline →Settings & Team
Configure your organization’s branding, invite users, and manage custom access roles.
Go to Settings & Team →Platform Admin
Super Admin area to manage business workspaces, admin invitations, and platform settings.
Go to Platform Administration →Navigating Franchisee 360 (Tab Views)
The Franchisee 360 page provides a comprehensive profile of a specific franchisee. It uses a tabbed navigation interface to organize data logically. Learn how to navigate and manage data across these tabs.
Understanding the Tabs
- Overview Contains high-level details, contact information, agreement dates, and a timeline of recent major events for the franchisee.
- Locations Lists all stores associated with the franchisee. Clicking a store will navigate you to the detailed Location Details page.
- Documents The central file manager for this partner. Houses executed agreements, insurance policies, and correspondence files.
- Compliance Displays current compliance requirements specifically filtered for this franchisee, highlighting expiring or missing items.
- Visits History of all field operations and consulting visits conducted at any of this franchisee's locations.
- Tasks Action items assigned to consultants or the franchisee, including follow-ups and action plans.
How-Tos
How to upload a document
Navigate to the Documents tab. Click the "Upload File" button, select your file (PDF, image, or doc), categorize it (e.g., Insurance, Legal), and submit. The file will be instantly linked to the franchisee's profile.
How to view compliance status
Go to the Compliance tab. Items marked with a Missing or Expired badge require immediate attention. Use the "Request Document" action to notify the partner directly.
Troubleshooting
Tabs not switching?
Ensure your browser's JavaScript is enabled. If a tab is completely unresponsive, try performing a hard refresh (Ctrl+F5 or Cmd+Shift+R) on the page.
File upload failing?
Check that your file is under the maximum size limit (typically 15MB). Ensure your network connection is stable. If the loader spins endlessly, the page may have timed out.
Cannot see a specific location?
The Locations tab only shows stores explicitly linked to this Franchisee ID. If a store is missing, it may have been assigned to a different legal entity or franchisee record by mistake.