Service Leads

Service Leads

Purpose and when to use this record

Capture a prospective service job and advance it from initial contact through qualification, quoting, scheduling, and conversion.

At a glance

• Identify it by: Lead #, Status, and Contact Name.

• Check its business context: Customer, Equipment, and Quote.

• Why care: Customer, equipment, scope, priority, technician availability, parts, labor, and status must stay aligned from intake through billing.

• Why care: Status communicates workflow progress to other staff. Change it only when the underlying work, approval, payment, or handoff has actually occurred.

Before you begin

You need the Brisk permission for the action you are taking on service leads. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.

Create a Service Lead

Create a Service Lead after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.

1. Select the business context first: Customer, Equipment, and Quote.

2. Enter the required identifying and operational values: Lead #.

3. Review Status, Source, Priority, and Converted deliberately; these choices control availability or workflow rather than merely describing the record.

4. Save the Service Lead, then confirm Lead #, Status, and Contact Name on its detail page before continuing.

After saving: Qualify the request, prepare a service quote when pricing is needed, and convert won work without duplicating the customer or equipment.

Delete a Service Lead

Delete this Service Lead only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.

Before confirming, check for related Bookings, Service Orders, and Service Quotes. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.

On the confirmation page, verify Lead #, Status, and Contact Name. After confirmation, return to the Service Leads list and make sure only the intended Service Lead was removed.

Review Service Lead details

Use the detail page as the shared record of what this Service Lead currently means. Verify Status, Source, and Priority before relying on it for a decision.

Follow Customer, Equipment, and Quote to determine whether the issue is on this Service Lead or on one of those linked records.

Next check: Qualify the request, prepare a service quote when pricing is needed, and convert won work without duplicating the customer or equipment.

Edit an existing Service Lead

Edit this Service Lead to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.

1. Open the detail page. Compare Customer, Equipment, and Quote with the supporting document or approved request.

2. Recheck Status, Source, Customer, and Priority. These values are most likely to change intake, estimating, dispatch, parts, labor, completion, and billing.

3. Save the change, return to the list, and confirm that the Service Lead now appears under the expected Status, Source, and Priority.

After the change: Qualify the request, prepare a service quote when pricing is needed, and convert won work without duplicating the customer or equipment.

Find and review service leads

Use the Service Leads list to find the correct record before opening or changing it. Compare Lead #, Status, and Contact Name. Records with similar names or numbers can still belong to different Customer, Equipment, and Quote.

Open the Service Lead whose Lead #, Status, and Contact Name match the task. If it is missing, clear the list filters and recheck Status, Source, and Priority rather than creating a replacement immediately.

Fields and business rules

Brisk stores 22 user-relevant fields for this Service Lead, including 3 linked-record selections and 3 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

Field	Required	What it controls
Lead #	Yes	Friendly number shown in the service lead pipeline and search results.
Status	No	Current status of this service lead. Available values: New, Qualified, Quoted, Scheduled, Won, Lost.
Source	No	The source recorded for this service lead. Available values: Phone, Email, Web, Referral, Repeat Customer, Walk-In, Other.
Customer	No	Optional existing customer linked to this lead.
Equipment	No	Optional equipment connected to this lead.
Quote	No	Legacy sales quote linked to this opportunity.
Summary	No	Short description of the requested work.
Company	No	Prospect company name when no customer record exists yet.
Contact Name	No	The contact name recorded for this service lead.
Phone	No	The phone recorded for this service lead.
Email	No	The email recorded for this service lead.
Address Line 1	No	The address line 1 recorded for this service lead.
Address Line 2	No	The address line 2 recorded for this service lead.
City	No	The city recorded for this service lead.
State	No	The state recorded for this service lead.
Zip Code	No	The zip code recorded for this service lead.
Requested Start	No	Date and time recorded for requested start on this service lead.
Requested End	No	Date and time recorded for requested end on this service lead.
Priority	No	The priority recorded for this service lead. Available values: Low, Normal, High, Urgent.
Memo	No	The memo recorded for this service lead.
Converted	No	Whether the converted option applies to this service lead.
Lost Reason	No	The lost reason recorded for this service lead.

What happens next

Qualify the request, prepare a service quote when pricing is needed, and convert won work without duplicating the customer or equipment.

Common mistakes and troubleshooting

• The record will not save: Recheck Lead # and any message beside the field. A required related record may also be inactive or unavailable to your role.

• The record saved but is not available where expected: Recheck Status, Source, and Priority, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.

• The values look right but the result is wrong: Open Customer, Equipment, and Quote from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.