Help Centre
The Help Centre provides quick access to guides, tutorials, and FAQs designed to help you navigate our platform with ease. Find answers, explore features, and get step-by-step assistance to make the most of our tools.
How to assign a technician to a job
How to create a credit note
How to edit an invoice, update an invoice and resend the updated invoice
How to send an invoice to a client
How to send a job card to a client
How to add a work order to a quote / job card
How to add a recipe to your job card
How to add items to your job card
Understanding the details section /
How to use the details section of the quote / job card / invoice
How to assign a colour to a job
The basics of Calendar view
How to schedule a pending job
How to schedule a job
How to manually accept a pending quote
Scheduled Jobs Tab explained
Pending Jobs Tab explained
Pending Quotes Tab explained
Schedule modules tabs explained
Lead reporting
How to create a main lead with sub-leads/ sub-contact linked to it
How to view your service history on a lead
Building your Invoice
Building your job card
Building your quote
How to create an invoice
How to create a job card
How to create a quote
Ensure that your lead is linked to SAGE
How to link an asset to a lead
How to add additional / multiple delivery addresses to your lead
How to edit a current / existing leads information
How to view a lead
How to access your lead database
Exploring the system:
Navigating the Leads Module:
How to capture part payment
How to assign a technician to a job
How to attach a document to a quote / job card / invoice
How to Change the technician assigned to a job
How to edit the scheduled time or date on a job card
How to create a recurring job card
How to reject a quote
How to archive a quote
How to delete a quote / job card
View technician time spent on job card
How to bulk send quotes / job cards / invoices
How does the cost price setting under my branch settings work?
How to create a new item
How to find an item
How to Assign Stock to a Technician
How to Re-allocate Stock from an Existing Job Card to a New Job Card
How to assign stock to a job card
How do I create an Asset
How to add asset managers to an asset
How to Link Vendors to a Lead for Asset Verification Purposes
How to View History on an Asset
How do I move an asset to a new location
How do I view all my current assets?
How do I dispose of an asset?
How to create a callout
How to accept a call-out
Job card creation via call-out
Job card completion of call-out
View call-out history on Assets
Search for a job card that is linked to a service / call-out on an asset
Trouble syncing data with the cloud. Any advice?
Edit User / Profile Details
Update your profile Password
Forgot password
Sage One Password Change
I can't see the Invoice Sage Accounting button on my Job Card / Sales Order.
Can I send statements from Briskflow?
I can't find the call out on Admin / techie view?
How do I view my cost vs sales price / profitability per job card?
How to add additional / multiple email addresses to your lead
How to Add a Pin Location to Google Maps
How to setup my Google review link on the platform
How to move/transfer a job between to leads
Creating a Proforma Invoice
Customer View for Audit File UsersHere, your clients will receive an overview of how the Customer View functionality works.
Audit Files and Job Categories
How to enlarge text for printing in Chrome (Print Scaling)You may wish to enlarge text from a webpage that you intend to print, however, zooming in on the page won't result in larger printed text.
Steps to Separate Data in Excel Using "Text to Columns"If you've downloaded a file from the platform and need to split data in one column into multiple columns (e.g., separating names, dates, or values), follow these steps:
TSFG Scanning Link
ComplianceFlow Scanning
MPCP Scanning Link
AssetFlow ModuleThe AssetFlow module is designed to streamline and automate the tracking, management, and processing of assets within an organization.
Audit File ModuleThe Audit File module helps organizations maintain a high level of transparency, security, and compliance in their audit processes.
Call-out Module
StockFlow Module
How to change a quotation date
How to Change the Date on an Invoice
How to download a leads export
How to Change Country or Region in Windows 10To change the list separator in Excel, which determines how Excel separates function arguments and CSV values, you can follow these steps:
How to generate a document on a job cardGenerating a Document on a Job Card
Update Bulletin – April 2025
Important Notice: VAT Increase Effective 1 May 2025
How to Create a New Sales Activity
How to Monitor Sales Activities as a Sales Manager
How to Set Up a New Label in GoLabel for Your GoDEX Printer
How to Retrieve a List of Active Audit Files on the System
Cash Box
Update Bulletin July 2025
Multi Job Card to one InvoiceThe Multi Job Card to Invoice feature allows you to combine multiple completed job cards for a single client into one consolidated invoice. This saves time and ensures clear, professional…