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Payment Subscriptions Purpose and when to use this record Review a provider-managed recurring subscription's customer, plan, amount, cadence, status, vault reference, and gateway identifier. These records are read-only in Brisk-managed billing mode. At a glanc...

Payroll Payroll overview The Payroll workspace related to this reference article. Payroll uses employee setup and approved time to calculate a pay-period result, obtain management approval, and post summarized payroll activity to accounting. Access is limited ...

Advanced Reports Purpose and when to use this record Build a reusable report from selected data, filters, columns, grouping, sorting, totals, and access settings. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Be...

Reports Reports overview The Reports workspace related to this reference article. Reports turns Brisk data into operational lists, financial analysis, charts, printed documents, receipts, and outbound email content. A report is only as reliable as its source t...

Pdf Renderers Purpose and when to use this record Configure a printable document template for a particular record or list and control where users can select it. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A repor...

Reports Purpose and when to use this record Define a reusable business report, its data source, date behavior, category, filters, and system/custom status. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Beginning...

Sales Sales overview The Sales workspace related to this reference article. Sales carries a customer transaction from an estimate or point-of-sale ticket through pricing, tax, tender, fulfillment, inventory movement, and receivables. Use the source sale and it...

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...

Users and Access Purpose and security boundary Use user records to give one person an identifiable Brisk sign-in and only the access required for that person's work. User administration is restricted setup work. Never copy passwords, recovery codes, API tokens...

Time Time overview The Time workspace related to this reference article. Time records when employees start and stop work, breaks, pay codes, and related service work. The employee-facing clock handles ordinary activity; managers correct exceptions and review a...

Account Reference Troubleshooting Purpose and when to use this screen Use Account Reference Troubleshooting when a chart-of-accounts record cannot be safely disabled, replaced, or removed, or when you need to understand where the account is used. The report se...

Batch Sheet Printing Purpose and when to use this screen Batch Sheet Printing scales an approved item assembly/formula into shop-floor quantities and produces a PDF. It does not create or complete a manufacturing instance, reserve ingredients, or prove what wa...

Manufacturing Price and Cost Update Purpose and when to use this screen Use Manufacturing Price and Cost Update after ingredient costs, formulas, shrink, or pricing policy change and the business deliberately wants to recalculate manufactured-item costs and cu...

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...

Custom Fields Purpose and when to use this screen Custom Fields adds organization-specific information to supported Brisk record types when no standard field represents the requirement. Use it for durable business facts that need consistent entry and lookup—no...