Brisk can follow work from the first customer contact through to the live job.

A typical flow is:

Enquiry → Quote → Job

Enquiry

The customer has contacted you about potential work.

You can use enquiry statuses to keep track of what happens next, such as:

• New
• Contacted
• Site visit
• Lost
• Archived

Quote

You've reached the stage of pricing the work, but it isn't yet a live job.

Job

The work has been accepted and you're now planning or carrying it out.

Once an enquiry progresses into a quote or job, it moves out of the active enquiry workflow.

Standard users don't have access to Quotes.

A live job can't be converted back into a quote.