Jobs Overview
What are jobs?
Section titled “What are jobs?”Jobs in brix are records in ServiceM8 or AroFlo linked to a quote request. When a quote is approved and work is ready to be scheduled, you or your admin links the request to a job in your field-service system. The two integrations handle this differently:
- ServiceM8 uses a dedicated Linked ServiceM8 Jobs section on the quote request. You can create a new ServiceM8 job directly from brix or link an existing one.
- AroFlo uses the Ref Number field on the quote request. Enter the AroFlo job reference number directly — brix uses it to sync notes, documents, and status back from AroFlo.
Where to find jobs
Section titled “Where to find jobs”Linked jobs appear on the quote request detail page. Open a quote request from Quotes → Requests and look for the Linked ServiceM8 Jobs section (ServiceM8 workspaces) or the Ref Number field in the request header (AroFlo workspaces). Both features appear only if your workspace has the relevant integration enabled.
| Feature | ServiceM8 | AroFlo |
|---|---|---|
| Where you see it | Dedicated “Linked ServiceM8 Jobs” section on the quote request | ”Ref Number” field in the quote request header |
| How to link | Click Link ServiceM8 Job → 3-step dialog | Type the AroFlo job number in the Ref Number field |
| What it does | Creates or links a ServiceM8 job; pushes approved materials | Identifies the AroFlo record for syncing notes, documents, and status |
| Appears when | ServiceM8 integration is enabled for your workspace | Always visible on quote requests |
What happens next?
Section titled “What happens next?”Once a job is linked, your team works in ServiceM8 or AroFlo as usual. Changes to the job status in ServiceM8 are reflected in brix. See Job Statuses for what each status means.
Things to check
Section titled “Things to check”The Linked ServiceM8 Jobs section does not appear
ServiceM8 may not be enabled for your workspace. Ask your admin to check the integration settings at Integrations.
The Ref Number field is not visible
check that AroFlo is enabled in Integrations.