Office sold by estimates not moving over to invoice or reports

New Contributor

When our office follows up and sells an estimate and marks the estimate sold by the office employee the information does not move onto the invoice or into any reports as sold by the office employee. We spiff our office on follows that were not sold on the job. Being able to pull the sold by report for all installs that have completed to provide spiff to the lead technician as well as the office is necessary. 


Contributor II

Hello @rays1988,

Currently estimates can be sold by office employees, but you will not be able to provide them commission based on the items in the estimate. You can post this idea at and other users will be able to vote for it to be implemented in future releases.