Service Quotes

Service Quotes

Purpose and when to use this record

Brisk storesEstimate service quotesscope, asparts, partlabor, oftax, 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 module.quotes. ThisIf generateda referenceCreate, Edit, or Delete control is awaitingabsent, workflowdo review.not work around it with another user’s account; ask an administrator to review your role.

Create a recordService Quote

TheCreate evidencea packetService identifiesQuote only after confirming that the viewsource document or operational event has not already been entered.

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

   location

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 thisa action.real Confirmevent user-facingthat stepslater beforechanged.

approving

Before confirming, check for related Service Orders, and Service Quote Rows. Brisk may refuse deletion when another record depends on this page.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.

ViewReview recordService Quote details

The evidence packet identifiesUse the viewdetail page as the shared record of what this Service Quote currently means. Verify Status, Priority, Subtotal, Tax Total, and sourceTotal locationbefore relying on it for a decision.

Follow Customer, Equipment, Lead, Type, and Warehouse to determine whether the issue is on this action.Service ConfirmQuote user-facingor stepson one of those linked records.

Next check: Obtain customer approval before approvingconversion, 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 recordsservice quotes

The evidence packet identifiesUse the viewService Quotes list to find the correct record before opening or changing it. Compare Service Quote #, and sourceStatus. locationRecords 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 action.Service ConfirmQuote, user-facingincluding steps5 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.

user-facingstepsbeforeapproving

Field	Required	What it controls
Service Quote #	Yes	Friendly number shown on service estimates and approvals.
Customer	No	Links this Service Quote to the selected Customer; verify the relationship before approvingsaving.
Equipment	No	Links this page. Service EditQuote an existing record The evidence packet identifiesto the viewselected andEquipment; verify the relationship before saving.
Lead	No	Optional source locationlead for this action.service Confirmquote.
Status	No	Current status of this page. service Deletequote. aAvailable record values: Draft, Out to Customer, Approved, Rejected.
Priority	No	The evidencepriority packet identifies the view and source locationrecorded for this action.service Confirmquote. user-Available values: Low, Normal, High, Urgent.
Type	No	Optional service category for this quote.
Warehouse	No	Warehouse used when the quote is converted into service work.
Summary	No	Short customer-facing stepsscope summary.
Memo	No	Notes and scope details for this service quote.
Subtotal	No	The sub total value recorded for this service quote.
Tax Total	No	The tax total value recorded for this service quote.
Total	No	The total value recorded for this service quote.
Converted	No	Marks this service quote as converted to a service order.

What happens next

Obtain customer approval before approvingconversion, thisthen 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.