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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 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 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 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...

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...

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...

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...

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...