To allocate crews to zones, please head over to Settings > Zones > Allocate Crew to Zones. In this section, keep in mind that the crews kept on the left will mean that Brilion will Auto-Assign the crews by default. If you click on them, they will be...
What are zones? A zone is a service area that your company covers. Admins and customers can only make a booking within that service area. With Brilion, you can create multiple zones or widen the zone area depending on your preference. To start...
There are multiple ways through which you will be able to collect payments from your customer automatically. Let’s begin by navigating to the customer we want to collect payment for. For this, you’ll need to click on Customers and find the Action...
SMS credits are the number of SMS that you’ll receive after you purchase them. These are used to send SMS to your customers for them to get notified about the latest update(s) from your company. You will need to purchase SMS credits in order to use...
NOTE: You’ll require SMS Credits to use this feature. Please head over to Settings > Communication > SMS Configuration. Under SMS Configuration, you’ll find a bunch of buttons to turn either on or off based on your preference. The sentences indicate...
The settings relating to communication would be found under Settings > Communication. There are various ways to communicate with your clients, crews, and other admins. You can reach them either through email or an SMS. Here we will discuss Email...
Please head over to Customers. Under the customer’s list, click on the customer you want to add a booking for. In this case, Brad is selected as our customer. Once you click on the selected customer, a new tab will open with the profile of that...
You will be able to customize how the job and crews appear to you as an admin under the Schedule page. To do this, please head over either to the daily, weekly, or monthly view. The daily view has been selected in the following instance. Click on...
To apply cancellation charges, please head over to Settings > Invoices > Cancellation charges. If an admin cancels a booking, he will get an option to whether or not to apply the eligible cancellation charges. If a customer tries to cancel his...
NOTE: This feature can be used by those who are eligible for taxes. Please head over to Settings > Invoices > Tax Customization. Turn on “I am eligible for taxes” and fill in the Tax type and percent. Turn on show tax number on invoices...