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.
By Roxxane1 author113 articles
- 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…
- Bulk Job Card Rescheduling Between Technicians / Techie Swap
- View My DashboardHow to View Company Reports Using the My Dashboard Button
- How to create a Red Dot Audit ReportDocuflow is an add on module. Contact [email protected] if you cannot see any documents or generate the report.
- How to Create and Manage a TicketThe TicketFlow module can be used internally or externally for managing issues and requests:
- Technician View – Android SetupBriskflow Technician View
- Audit File Module - Technician Training
- Technician Training
- Price ListsWelcome to the Price Lists training session.