Let us set it up for you
Short on time? Instead of adding every ingredient and building every recipe yourself, you can ask the Brikly team to do it. You upload your invoices and recipes, in whatever form you have them. We add your ingredients from your invoices, build your recipes, and ask you only what we can't work out. You check the recipes over and approve them.
If you're on a trial, it's free during your trial.
How it works
- Upload your invoices and recipes, in whatever form you have them.
- We add your ingredients and build your recipes, asking only what we can't work out.
- You check the recipes over and approve them. Your ingredients are added as we go, but no recipe goes live until you approve it.
It usually takes a few days. There's no call to book and no form to fill in.
Asking for help
Choose Set it up for me. You'll find it in a few places while your account is new:
- On your home dashboard, in the Want us to set it up for you? card. How it works opens a short explanation without leaving the page.
- On the Cost your first recipe card, as We'll do it for you, beside the steps for doing it yourself. It has its own How it works too.
- On an invoice you're reviewing, while it still has lines to match.
If you've already uploaded invoices that are still waiting to be processed, the offer says so, for example "Includes the 23 invoices you've already uploaded". You don't need to upload them again: we work through those too.
The offer is for accounts that are still early on: trials, and accounts with fewer than 20 recipes. Owners, admins and members can ask; viewers can't. The home dashboard card shows when the Cost your first recipe card doesn't. If you dismiss the home dashboard card, the other two places stay.
Once you've asked, Your setup appears in the CostingBrik section of the sidebar, and the home dashboard card shows how it's going.
Your setup page
Your setup is where everything happens. Across the top, a row of steps shows where things stand: Requested, Setting up, Ready to review and Done, with a sentence on what happens next. Below it are the sections described here, in this order. Needs your input and Recipes to check only show when there is something in them.
Needs your input
Most of the work is on us, but a few things only you can answer. A number on the Your setup sidebar item counts them, and you can answer from your phone:
- Sizes we couldn't read - for example, whether the semi-skimmed milk on your Freshways invoice comes in 2 litre or 4 litre bottles. These are the same questions as on the invoice screen, so answering either place clears both. See Answering every size in one place.
- Ingredients your recipes need - an ingredient a recipe uses that we haven't seen on an invoice yet. Choose Upload an invoice with it, or Add it yourself.
- Our questions - anything else we need to know, such as "Regular latte, 8oz or 12oz?". Type a reply, and add a photo if it helps (a cup, a recipe card).
Recipes to check
When recipes are ready, choose Review recipes to open them in Recipe drafts. Each one says Set up by the Brikly team, with any Notes from the Brikly team about how we built it. Check them over, change anything that isn't right, and approve them. A recipe that uses an ingredient you don't have yet can't be approved until you've picked or added that ingredient.
We only ever propose recipes. They reach your live recipes only when you approve them.
Your invoices
Choose Upload invoices to use the normal invoice upload. Upload every invoice you have, including any backlog: your ingredients come from them, so invoices come first. While invoices are still being reviewed, a line shows how far we've got, for example "14 of 23 invoices done".
Below it is every invoice waiting to be processed, including the ones you uploaded before you asked and any you upload later. Each one is ticked, which means we'll work through it.
- Untick an invoice to do it yourself. It shows You're doing this one, stays in your normal To process list, and drops out of the "invoices done" count. Tick it again at any time while we're working on your setup.
- Add a note to tell us something about one invoice, for example "This is the coffee shop's order, not the bakery's" or "Ignore the returns on page 2". You can also add or change a note from the invoice itself: while we're working on your setup, an invoice waiting to be processed shows Add a note for the Brikly team.
Once an invoice has been processed, it leaves the list.
Anything we should know?
A note for the whole setup, for anything that helps: which supplier is which, which site an invoice belongs to, or anything to leave alone, such as "Leave the Costco receipts, those are for the house". Change or clear it at any time while we're working on your setup.
Viewers can see your notes and which invoices are unticked, but only owners, admins and members can change them.
Upload recipes
Upload photos, PDFs, spreadsheets (CSV, XLSX or XLS), Word documents (DOCX) or text files, however you keep your recipes. Photos straight from your phone's camera are fine. Each file can be up to 10 MB, and you can upload up to 20 files in all. No recipes written down? That's fine too: choose Or type a recipe instead and write it out, for example "Latte, 12oz. Double shot, 250ml oat milk."
You don't need recipes to ask for help, and you can add more at any time while we're working on your setup.
If your connection drops part way through uploading recipes, check What you've uploaded before uploading the same files again, as some of them may already be there.
What you've uploaded
The recipe files, typed recipes and answer photos you've added here, with the date. Invoices aren't listed here: they're in your Invoices section, as usual. You can remove anything here we haven't used yet. Once we've used a file to build your recipes, it shows Used in your recipes and stays.
Emails from us
We email you when you ask, so you know we've got it. After that we only email when there's something for you to do: questions to answer or recipes to check, all in one email rather than one at a time. The account owner gets these emails too.
When it's done
When your account is set up, we record a short video tour of your own account and email it to you. Your setup page shows You're all set up, the video, your account's totals (invoices, ingredients and recipes) and Go to your recipes. If you'd rather talk it through, choose Book 15 minutes to book a call.
After that, Your setup leaves the sidebar. You can still open your handover video and setup summary from Your setup in your CostingBrik settings.
Keep uploading your invoices and your recipe costs stay up to date as your prices change.
Cancelling
To stop, choose Cancel setup help at the bottom of your setup page. Everything you've uploaded and any recipes we've drafted stay where they are, and you can ask again at any time.