Schedule modules tabs explained

Provides a calendar view for all scheduled quotes, job cards, and invoices.

Click on any day on the calendar to access the day/week view.

For detailed training on the calendar view, watch “Calendar View - Schedule Module, Explained.”

Use the search bar to find a lead, docket number, or cell number.

Toggles are available to filter data effectively.

Lists all quotes, job cards, and invoices irrespective of their status.

Houses all created quotes, including those sent to clients awaiting acceptance or rejection.

Accepted quotes move to the Pending Jobs tab; rejected quotes can be archived or reinstated.

For more details, refer to the “Pending Quotes Understanding” video.

Quotes accepted by clients automatically move here.

Ready for assignment to a technician, driver, operator, or employee to proceed with the job.

Quotes can be manually forced into acceptance if needed.

Once assigned a date, time, and personnel, dockets move to Scheduled Jobs.

Contains dockets with assigned employees, dates, and times for completion.

Docket status changes to "In Progress" upon assignment.

After completion, status changes to "Completed," and dockets move to the Pending Invoice tab for Sage processing and invoice creation.

Allows creation of a proforma invoice for pending or scheduled jobs.

Useful if clients prefer paying on a proforma invoice before work completion.

Changes made here do not update to Sage immediately, facilitating easy corrections without needing credit notes.

Holds completed dockets pending review, checking, and processing to Sage.

Processing updates Sage and generates an invoice.

Displays invoices processed to Sage.

Invoices can be viewed, sent to clients, and edited if necessary.

Click "Update Tax Invoice" to synchronize Briskflow with Sage.

Lists all credit notes generated from invoices credited on Briskflow.

Credit notes are created automatically when invoices are credited.

Contains archived quotes or job cards.

Provides access to view all archived dockets.

Allows setting up multiple job cards to one invoice.

Summary of all multi JC invoices based on the lead and period created.