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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...

Navigation Menus Purpose and when to use this record Configure which Brisk module groups and favorites appear in a named navigation menu. At a glance Identify it by: Name. Why care: Setup changes can alter navigation, alerts, and authorization for many use...

Notifications Purpose and when to use this record Review an individual user alert, its urgency, destination, delivery content, and dismissed state. At a glance Identify it by: User, Label, Body, and Notification Link. Check its business context: User. Wh...

Push Subscriptions Purpose and when to use this record Review and manage the browser or device endpoint used to deliver push notifications to a user. At a glance Identify it by: Device Label. Check its business context: User. Why care: Availability and p...

Recurring Notifications Purpose and when to use this record Schedule a repeated alert for selected recipients with a weekly, monthly, quarterly, or annual cadence. At a glance Identify it by: Label, Body, Notification Link, and Alert Level. Check its busin...

Supervisor Logs Purpose and when to use this record Audit a supervisor-override attempt, including the user, screen, object, override type, and authorization result. At a glance Identify it by: Supervisor, User, Initials Entered, and Screen. Check its busi...

Supervisors Purpose and when to use this record Grant a supervisor only the override categories they are allowed to authorize with their protected credentials. At a glance Identify it by: Name. Why care: Setup changes can alter navigation, alerts, and auth...

Time Clock Entries Purpose and when to use this record Review and correct an employee clock interval, its work date, break, source, pay code, service job, and open/closed/voided state. At a glance Identify it by: Work Date, Status, and Pay Code. Check its ...

Inventory Receipts Purpose and when to use this record Record what actually arrived against a purchase order, including partial receipts, quantities, costs, and warehouse destination. At a glance Identify it by: Status, Date Created, and Vendor Invoice #. ...

Purchase Orders Purpose and when to use this record Create and manage purchase orders from vendor commitment through partial or complete receiving. At a glance Identify it by: Purchase #, Status, Date Created, and Ship Date. Check its business context: Ven...

Blueprint Types Purpose and when to use this record Classify assemblies and formulas for organization, filtering, and manufacturing behavior. At a glance Identify it by: Name. Why care: Confirm item, formula, unit, warehouse, quantity, and production state...

Email Payments Purpose and when to use this record Create and monitor a signed online payment request for a customer or sale, including allowed tenders, amount, and remote status. At a glance Identify it by: Status. Check its business context: Customer, an...