The details section in your quote, job card, or invoice contains various fields for internal and external use. Some fields display on the document, while others are for internal use, assisting with reporting or identification.
Description of the Job:
Purpose: Internal use only.
Visibility: Viewable by admin and technicians/operators.
Usage: Provides a high-level overview of the quote, job card, or invoice. Displays in the schedule module and calendar view for quick identification.
Job Category:
Purpose: Identifies items/services provided.
Usage: Assists in reporting, showing the number of jobs per category. Categories include weekly, monthly, annually, once-off, inspection, follow-up, etc.
Alternative Addresses:
Purpose: Allows adding a different address for the client.
Setup: Can be set up here or in the lead information page. Learn more about adding alternative addresses [here].
Lead Source:
Purpose: Tracks how a client found you.
Usage: Part of the Briskflow CRM. Learn more about the CRM [here].
Note: If data is imported and this field wasn't available, the default will be "existing client."
Quotation Date & Expiry Date:
Purpose: Indicates the expiry date range of a quotation.
Tip: If these fields are missing, contact support for assistance.
Payment Terms:
Purpose: Sets payment terms.
Setup: Initially set during data import (e.g., from SAGE). Contact support for changes if not editable.
Colour:
Purpose: Allows setting the colour of the document.
Usage: Colours can be defined by your organisation for different teams or purposes.
Payment Reference Number:
Purpose: Records payment details from clients.
Usage: Can be filled at any stage and appears on the document for client confirmation.
PO Number Field:
Purpose: Records purchase order details from clients.
Usage: Can be filled at any stage and appears on the document for client confirmation.
Send as PDF Attachment Tick Block:
Purpose: Sends the document as a PDF attachment.
Usage: Adds a PDF document in addition to the link when sending the document.
Send Attached Files Tick Block:
Purpose: Adds uploaded documents as attachments.
Usage: Ensures additional files are sent to the client with the document.
Bill Technician:
Purpose: Tracks and bills technician time.
Usage: Ensures technician time is recorded and billed accordingly.
Complete:
Purpose: Marks the job card as complete.
Usage: Automatically or manually ticks when the job is finished. Important for stock movement.
Paid Tick:
Purpose: Assists with reconciliation.
Usage: Indicates full payment and appears in reporting.
Display Images on Job Cards:
Purpose: Displays images taken by technicians.
Usage: Ensures images are available on the job card and sent to the client.
Steps to Add/Change/Remove Details:
Open the Details Section:
Scroll down to the details section of your quote, job card, or invoice.
Update Fields:
Click on the field you want to update.
Enter the new details accordingly.
Save Changes:
Scroll down to the save button at the end of the details section.
Click on save.
A confirmation message will indicate that your details have been successfully saved.