Service Quotes

Service Quotes

Purpose and when to use this record

Estimate service scope, parts, labor, tax, and total before customer approval and conversion to a service order.

At a glance

• Identify it by: Service Quote #, and Status.

• Check its business context: Customer, Equipment, Lead, Type, and Warehouse.

• 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 quotes. 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 Quote

Create a Service Quote only after confirming that the source document or operational event has not already been entered.

1. Select the business context first: Customer, Equipment, Lead, Type, and Warehouse.

2. Enter the required identifying and operational values: Service Quote #.

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

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

After saving: Obtain customer approval before conversion, then manage parts, labor, dispatch, and completion on the resulting service order.

Delete a Service Quote

Delete this Service Quote only when it was entered by mistake and no downstream history depends on it. Use a reversal, void, credit, counter-adjustment, or status correction for a real event that later changed.

Before confirming, check for related Service Orders, and Service Quote Rows. 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 Service Quote #, and Status. After confirmation, return to the Service Quotes list and make sure only the intended Service Quote was removed.

Review Service Quote details

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

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

Next check: Obtain customer approval before conversion, then manage parts, labor, dispatch, and completion on the resulting service order.

Edit an existing Service Quote

Edit this Service Quote to correct or complete the same source document or operational event; use the supported reversal or follow-up workflow when the business event itself changed.

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

2. Recheck Customer, Status, Priority, Warehouse, Subtotal, and Tax Total, plus the remaining screen fields. 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 Quote now appears under the expected Status, and Priority.

After the change: Obtain customer approval before conversion, then manage parts, labor, dispatch, and completion on the resulting service order.

Find and review service quotes

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

• Keyword search checks Service Quote #, Summary, Memo, Display Name, Lead #, and Service Order #.

• Narrow the list with Customer, Equipment, Lead, and Type filters.

• The initial order emphasizes Created At. Select a column heading when you need a different comparison.

Open the Service Quote whose Service Quote #, and Status match the task. If it is missing, clear the list filters and recheck Customer, Equipment, Lead, Type, Status, and Priority rather than creating a replacement immediately.

Fields and business rules

Brisk stores 14 user-relevant fields for this Service Quote, including 5 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

What happens next

Obtain customer approval before conversion, then manage parts, labor, dispatch, and completion on the resulting service order.

Common mistakes and troubleshooting

• The record will not save: Recheck Service Quote # 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, 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, Lead, Type, and Warehouse from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.