Portfolio Coach (Multi-Site)
If you have 2 or more locations, the Portfolio Coach shows you the health of all sites at once.
What is the Portfolio Coach?
When you have multiple car wash sites, the AI Site Coach transforms into the Portfolio Coach.
Instead of seeing one site, you see all your sites on one screen.
What You'll See
Site Health Cards
Each location gets a card showing:
- Site name
- Health status (All clear, Needs attention, or Critical)
- Key issues at that site
- Click to drill down
Portfolio Summary
At the top, you'll see:
- Total sites
- How many are healthy
- How many need attention
- Top priorities across ALL sites
Aggregated Headline
Something like: *"Downtown and Airport need attention; Eastside running smooth"*
Drilling Down
Click any site card to see the full AI Site Coach for that location.
A "Back to Portfolio" button appears so you can return to the overview.
How It Connects
Portfolio Coach ├── Site 1 Health → Click to see details ├── Site 2 Health → Click to see details ├── Site 3 Health → Click to see details └── Top Priorities → Combined from all sites
Who Sees This?
Owners, managers and site leads who can see 2 or more sites get the Portfolio Coach.
With one site, they see the regular AI Site Coach.
Technicians, employees and associates don't see either. They see their task list.
Related Guides
AI Site Coach
Get a daily briefing on your car wash's health. The AI summarizes everything that needs your attention.
Managing Multiple Locations
How to add more sites, switch between them, and see a summary of all your car washes.
Daily Manager Report
Submit end-of-day metrics and send a summary email to your team. Track cars washed, memberships, and daily notes.