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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...

Local Workstation Setup Purpose and when to use this screen Local Workstation Setup stores Point of Sale identity and cash-drawer selection in this browser on this machine. Use it for a fixed register, shared counter computer, or browser profile that should co...

Time Clock Purpose and when to use this screen Use Time Clock for the signed-in employee’s ordinary start and stop actions. The page displays the current clock state and the ten most recent entries so the employee can catch an obvious missed punch before it re...

Time Manager Purpose and when to use this screen Time Manager gives department managers a weekly view of employee punches and a controlled way to correct missing, overlapping, or inaccurate time. Superusers can work across departments; other managers can selec...

Data Import Purpose and when to use this screen Data Import loads supported CSV datasets while preserving a run record, row-level diagnostics, source-system identity, and dry-run/apply distinction. Use it for controlled migration or conversion—not as a shortcu...

Setup Setup overview The Setup workspace related to this reference article. Setup controls how Brisk behaves across the organization, for an individual user, and on a specific workstation. It also contains user and supervisor access, notification setup, data m...

Receivables, Statements, and Finance Charges Purpose and when to use this screen These screens turn posted Receivable Transactions into collection analysis, customer statements, and finance charges. Use them after sales, payments, credits, write-offs, and cust...

Restock Form Purpose and when to use this screen Use the Restock Form to turn configured reorder levels into draft purchase orders for one warehouse. It is appropriate when item/vendor assignments and warehouse reorder and maximum quantities are already mainta...

Municipal License Operations Purpose and when to use this screen Municipal License Operations groups the daily queues and summaries used to move business applications into issued licenses, follow renewals and compliance, collect amounts due, and review municip...

Work Period Reports Purpose and when to use this screen Work Period Reports provides accounting and operating reports for a user-defined date range. Use it for close review, management analysis, and supporting detail when the built-in period buttons do not mat...

Offline POS Queue Purpose and when to use this screen The Offline POS Queue shows tickets stored in this browser when the register could not reach Brisk. Use it after connectivity returns, when Point of Sale reports queued work, or before clearing/replacing a ...

Point of Sale Purpose and when to use this screen Point of Sale is the cashier workspace for selecting a customer, scanning or searching items, applying permitted pricing and tax behavior, accepting tender, printing receipts, and handling foodservice tickets o...

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...

Close Accounting Periods Purpose and when to use this screen Period close establishes operational and financial cutoffs and makes reports available from a stable boundary. Close from the smallest period outward: work periods first, then the month, then the yea...