Find an answer, or open a ticket.

Go to Settings → People → Add person. Enter their name, work email and pick a role (Manager / Agent / Employee / Viewer). They get a branded email with a setup link that lets them choose their own password — no manual Firebase steps. You can also import a CSV from the same page — bulk upload with AI-assisted column mapping and validation.

Settings → Company Profile. Upload a PNG/SVG up to 2 MB — BrioSync auto-detects a brand colour from the image, which you can override. The logo flows through to your topbar, the customer portal, accept-invite landing pages and outbound emails.

Projects → New project. Pick a client (or create one), set a start/due date, and add team members. Tasks and tickets created inside the project automatically scope to it for time tracking and margin. Project templates let you spin up repeat work in a click.

A Project is delivery work — has a scope, owner, due date, milestones. A Ticket is service-desk work — an incident, request, change, problem. Both can have time logged against them and both feed the same timesheet. Projects roll up to margin reports; tickets roll up to SLA + first-response metrics.

Each person opens My Timesheet, picks the day, chooses a project/task or ticket, enters hours, optional notes. Time logged outside the assigned project’s date window is hidden — keeps the picker clean. Submit triggers an approval to the assignee’s manager (unless your workflow is set to auto-approve).

When the time logged on a project exceeds the approved/estimated effort, BrioSync flags it as effort leakage on the project dashboard and Dashboard’s Effort Leakage card. The cost is calculated as (extra hours × person’s cost rate). Catching it early is the whole point.

Settings → People → click a person → Rates. Cost rate is what they cost you (salary or contractor pay). Bill rate is what you charge the client for their hours. Both feed margin reports and the at-risk-project warnings. Multi-currency is supported.

For each client: bill rate × billable hours = revenue. Cost rate × all hours (billable + internal) = cost. Margin = revenue − cost, shown as both absolute and % on the client detail page. Internal/admin time is automatically excluded from revenue but kept in cost.

Tickets have priorities (Low / Normal / High / Urgent). Each priority maps to a Resolution SLA (e.g. Urgent → 4 hours), and first-response SLA is supported too. Breaching SLAs raise the ticket’s status to At-risk → Delayed and show on the Dashboard.

Settings → SLA Policies. One row per priority — set first-response time and resolution time (in business hours). The clock pauses on “waiting for customer” statuses if you enable that on the policy. Custom business calendars (5×8, 24×5, 24×7) are supported.

Yes — every BrioSync workspace ships with a customer portal at app.briosync.com/raise-ticket (after the admin invites the customer). Customers see only their own company’s tickets, can comment, attach files, and get email updates on every status change. Portal users are free and unlimited.

Settings → Knowledge Base. Articles are visible to your customer portal and agent team. Use it for onboarding docs, FAQ, runbooks. Unlimited articles, rich formatting, semantic search and AI suggestions are available depending on your agreement — book a demo and we'll map the right fit to your team.

One AI agent across the whole suite — chat and voice, propose→confirm writes, fully audited — plus ticket summaries, drafted replies (one-click suggestion you can edit), semantic KB search, margin slippage warnings, capacity forecasting, natural-language reports, and a weekly leadership digest. Rate-limited to keep costs predictable.

Open any ticket → “Summarise with AI” in the right rail. We send the conversation thread (no PII beyond what’s already in the ticket) to Anthropic’s Claude Haiku and return 3 lines: what the customer needs, what’s happened so far, what’s blocking. The summary is shown only to your team — not the customer.

On enterprise agreements you can request routing AI through your own provider key (e.g. your Anthropic key) under Settings → AI. BrioSync then routes AI calls through your key, so usage shows up on your bill, not ours. Useful for compliance and large-volume teams.

BrioSync is one AI-native platform priced to the modules and team size you need. There are no public per-seat prices — book a demo and we'll put together a custom quote. Your data always stays yours.

Visa, Mastercard and Amex (monthly or annual). Bank transfer / wire on annual contracts. We can invoice annual plans on request — open a ticket below.

Anytime. Add modules or seats and the new features unlock immediately, billed pro-rata. Reducing scope keeps current features until the end of the cycle — no data loss.

Your workspace becomes read-only for 30 days so you can export everything (CSV / JSON / per-table). After 30 days the data is deleted permanently. No lock-in, no exit fees.

Yes — we offer annual and monthly billing, with a discount for annual commitments. Pricing is tailored to your modules and team size, so book a demo and we'll share a custom quote.

Multi-tenant with database-level isolation enforced by Firestore security rules. Every document is tagged with your companyId; rules verify that companyId == the signed-in user’s companyId before any read or write. Other companies on the platform literally cannot read or write your data — not just shouldn’t, can’t.

Microsoft SSO is live for every workspace today. SAML 2.0 and SCIM provisioning are available on enterprise agreements — talk to us and we provision your identity provider, send you the metadata XML, and your team signs in via your IdP within 24-48 hours.

Settings → Export. Pick the modules you want (projects, tickets, timesheets, people, customers, KB) and a date range. Generated as CSV / JSON in a zip — emailed to you when ready (large workspaces take a few minutes). Available on every plan.

Configurable per agreement — from 30 days up to custom multi-year retention (typically 3-7 years for compliance). Every write — create, update, delete, role change, permission change — is logged with actor, timestamp, before/after diff.