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 setting up a zone, please head over to Settings > Zones. If […]

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 the Binocular icon which says Customize Job View. […]

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 bookings via login or customer app, they’ll be notified about their cancelation charges. […]

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 if you want the tax number to be shown on […]

Please head over to Settings > Invoices > Email Invoices. Turn on or off Automatically email invoice depending on whether you want the customers to receive an invoice once it’s generated (either manually or automatically). CC invoice emails if you want to add emails here if you would like to receive the invoice emails that […]

To begin, please navigate to Settings > Invoices > General information Then, you will need to add the Invoice Header which will be displayed at the top of the invoice. “Thank you message” is the message that will be at the bottom of the invoice. Footer message is placed below the Thank you message which […]

Please navigate to Settings > General > Crew/Driver Print Sheet. You will find the “Crew Print Sheet” and the “Driver Print Sheet” here. You can either turn on or off buttons based on your preference. Hit “Save” and the settings would be applied.  

Please navigate to Settings > General > Dashboard. Under “Revenue”, select the preferred option from the dropdown. This will show revenue based on either the jobs or invoices. Under “Crew utilization”, select from the dropdown the numbers of hours that you would like your crews to work each day. This is only for the reference […]

Please navigate to Settings > General > Upload Data. Next, you need to download the example format by clicking on “Download Example format”. An excel file with the prefilled format will be saved to your computer. Make sure you type in the required data under the labelled columns. For e.g., the client or the customer’s […]

Please head over to Settings > General > Company Details. Scroll down to “Operating Days” and “Operating Hours”. Select your operating days. You won’t be able to disable days if you have pending bookings on that day. Remove those bookings and then disable those days. Use the slider to highlight operating hours. You won’t be […]