Search Results

Bookings Purpose and when to use this record The Bookings overview screen in the Brisk documentation demo. Reserve service time for a customer, piece of equipment, technician, and planned work window before or alongside the service order. At a glance Identif...

Equipment Categories Purpose and when to use this record Maintain broad equipment groupings used for intake, filtering, and service reporting. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts,...

Equipment Makes Purpose and when to use this record Maintain standardized equipment manufacturers for consistent search and reporting. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts, labor, ...

Equipment Statuses Purpose and when to use this record Maintain the condition or availability states assigned to customer equipment. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts, labor, an...

Equipment Purpose and when to use this record The Equipment overview screen in the Brisk documentation demo. Maintain the customer-owned unit being serviced, including identity, make/model, serial number, meter, condition, and notes. At a glance Identify it ...

Service Categories Purpose and when to use this record Maintain the types of service work used for intake, quoting, assignment, and reporting. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availability, parts,...

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 busi...

Service Leave Purpose and when to use this record The Service Leave overview screen in the Brisk documentation demo. Block a technician’s dispatch availability for PTO, illness, training, meetings, or another approved absence. At a glance Identify it by: Tec...

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: Custome...

Service Snippets Purpose and when to use this record Maintain reusable service-note language so technicians and office staff record common work consistently. At a glance Identify it by: Text. Why care: Customer, equipment, scope, priority, technician avail...

Service Statuses Purpose and when to use this record Define the controlled service-order states and the workflow group in which each state can be selected. At a glance Identify it by: Name. Why care: Customer, equipment, scope, priority, technician availab...

Service Working Hours Purpose and when to use this record Define a technician’s normal weekday availability window for scheduling and dispatch. At a glance Identify it by: Technician, Weekday, Start Time, and End Time. Check its business context: Technicia...

Service Service overview The Service workspace related to this reference article. Service coordinates customer equipment, promised work, technician availability, parts, labor, schedule, and status. Use it to keep the office, dispatcher, technician, and custome...

Service Orders Purpose and when to use this record Coordinate approved service work, including customer equipment, priority, warehouse, technician activity, parts, labor, and status. At a glance Identify it by: Service Order #, Status, and Service Date. Ch...

Technicians Purpose and when to use this record Maintain the dispatch identity, linked employee, active state, display color, and mobile label for a service technician. At a glance Identify it by: First Name, Last Name, and Mobile Label. Check its business...

Technician Leave Approvals Purpose and when to use this screen Technician Leave Approvals lets authorized supervisors review pending service leave before it blocks dispatch capacity. The screen requires permission to change service leave and shows up to 50 pen...

Service Mobile Alerts Purpose and when to use this screen Mobile Alerts registers the current browser for service dispatch and technician push notifications. Registration is per browser/device, not per phone number, and depends on browser push support, notific...

Technician Workspace Purpose and when to use this screen Technician Workspace is the signed-in technician’s daily service landing page. It combines today’s schedule, the actionable work queue, upcoming bookings, timer state, leave requests, and notification-de...