Help Centre

Set up your company, add your team and customers, and create your first job.

Users, licences, roles, access, and what happens when someone joins or leaves.

Customer records, contacts, addresses, and importing from CSV or Sage, Xero, QuickBooks or FreeAgent.

Creating jobs, statuses, assignment, quotes, enquiries, and job documents.

Job Schedule, drag and drop, the master calendar, and the job map.

Logging time, Smart Split, overtime, activity types, and reviewing timelogs.

Company risk library, job RAMS, signatures, and method statements.

Job forms, company documents, policy documents, and accident records.

Products, stock, purchase orders, sales orders, and materials on a job.

Invoices, VAT, and syncing with Sage, Xero, QuickBooks or FreeAgent.

Logging in, My jobs, photos, time on site, and working offline.

Your Brisk subscription, buying licences, storage, and billing for the software.