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Accounting

Accounting Start Here

Accounting Accounting overview The Accounting workspace related to this reference article. Use Ac...

Updated 2 weeks ago by Brisk

Using Brisk Help

Getting Started Start Here

Using Brisk Help Open help for the screen you are using The Brisk workspace related to this refer...

Updated 2 weeks ago by Brisk

Time Clock Entries

Time Core Records

Time Clock Entries Purpose and when to use this record Review and correct an employee clock inter...

Updated 2 weeks ago by Brisk

Supervisors

Setup Core Records

Supervisors Purpose and when to use this record Grant a supervisor only the override categories t...

Updated 2 weeks ago by Brisk

Supervisor Logs

Setup Core Records

Supervisor Logs Purpose and when to use this record Audit a supervisor-override attempt, includin...

Updated 2 weeks ago by Brisk

Recurring Notifications

Setup Core Records

Recurring Notifications Purpose and when to use this record Schedule a repeated alert for selecte...

Updated 2 weeks ago by Brisk

Push Subscriptions

Setup Core Records

Push Subscriptions Purpose and when to use this record Review and manage the browser or device en...

Updated 2 weeks ago by Brisk

Notifications

Setup Core Records

Notifications Purpose and when to use this record Review an individual user alert, its urgency, d...

Updated 2 weeks ago by Brisk

Navigation Menus

Setup Core Records

Navigation Menus Purpose and when to use this record Configure which Brisk module groups and favo...

Updated 2 weeks ago by Brisk

Service Working Hours

Service Core Records

Service Working Hours Purpose and when to use this record Define a technician’s normal weekday av...

Updated 2 weeks ago by Brisk

Service Statuses

Service Core Records

Service Statuses Purpose and when to use this record Define the controlled service-order states a...

Updated 2 weeks ago by Brisk

Service Snippets

Service Core Records

Service Snippets Purpose and when to use this record Maintain reusable service-note language so t...

Updated 2 weeks ago by Brisk

Service Quotes

Service Core Records

Service Quotes Purpose and when to use this record Estimate service scope, parts, labor, tax, and...

Updated 2 weeks ago by Brisk

Service Leave

Service Core Records

Service Leave Purpose and when to use this record The Service Leave overview screen in the Brisk ...

Updated 2 weeks ago by Brisk

Service Leads

Service Core Records

Service Leads Purpose and when to use this record Capture a prospective service job and advance i...

Updated 2 weeks ago by Brisk

Service Categories

Service Core Records

Service Categories Purpose and when to use this record Maintain the types of service work used fo...

Updated 2 weeks ago by Brisk

Equipment

Service Core Records

Equipment Purpose and when to use this record The Equipment overview screen in the Brisk document...

Updated 2 weeks ago by Brisk

Equipment Statuses

Service Core Records

Equipment Statuses Purpose and when to use this record Maintain the condition or availability sta...

Updated 2 weeks ago by Brisk

Equipment Makes

Service Core Records

Equipment Makes Purpose and when to use this record Maintain standardized equipment manufacturers...

Updated 2 weeks ago by Brisk

Equipment Categories

Service Core Records

Equipment Categories Purpose and when to use this record Maintain broad equipment groupings used ...

Updated 2 weeks ago by Brisk