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What each business has of its own, and what's shared

A full list of what belongs to one business, such as invoices, stock and number series, and what all your businesses share, such as customers and staff.

shared between businesses, separate stock, separate customers, same customers, separate staff, separate number series, separate GST, separate settings, what is shared, per business, business scope, separate books
Works on computer and phone

Needs the Standard plan or higher. See plans

When your account has more than one business, some things belong to one business and some are shared by all. A simple rule: what a customer sees on a document belongs to one business. What you use to run the shop is shared.

In the app, the What is shared button on the Businesses page shows the same list.

What Notes
Jobs and job invoices The business is fixed when the job is saved
Quotations and sales Same
Payments, bulk payments and collected payments Same
Purchases and expenses Same
AMC contracts, rentals, pickups and drops Same
Parts and stock Each business has its own stock and prices
Repair services and rental devices Each business has its own list and prices
Name, logo, signature, address and contact details Printed on that business’s documents
GST or tax registration, GST number, PAN and MSME In India, GST registration can’t be changed once the business is created
Bank account, and in India UPI and payment QR Never shared or borrowed by another business
Number series Job sheet, job invoice, sale, quotation, purchase, AMC contract, rental contract and rental device numbers
Terms and conditions For each type of document
Print settings Theme, paper size, fields shown and titles
Email, SMS and WhatsApp signatures The footer added to messages
What Notes
Customers and the customer ledger Any business can serve the same customer
Staff, roles and permissions Every employee can work in every business
Leads, tasks and self check-ins
Master lists Device types, brands, models, statuses, job types, sources, taxes, payment types, tags, custom fields, quick replies, storage locations, part categories, suppliers and expense categories
General and workflow settings Including forms, reminders, self check-in, pickup and drop and rentals settings
Business hours
Message templates and message logs
Integrations and accounting One set of books in QuickBooks or Xero
Subscription, web address, country, currency and time zone These belong to your BytePhase account

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Last checked 9 Oct 2026

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