Reports

[nashvill]

when our techs sale an estimate into the job that they are on, the sold by box when you click the edit pencil by the job action button doesn't fill in, it only fills in when they sell an estimate onto another job, not the one they are on. is this a setting ???? the reason why Im trying to find a report that shows "sold by " accessories. (task that are label accessories)  the only report I find is " invoice with detail price information" but it doesn't fill in the sold by if the tech doesn't sell it on another job not the one they are on ??? help 

[riley]

Hey @nashvill! There is a configuration that may be of interest for your workflow here. To confirm, it sounds like these sales technicians are selling and performing that sold work on the same job?

The configuration is called, Tech marked as Sold By when selecting "Perform Work Now", and what is does is, When a tech sells and estimate and says they'll perform the work now, it makes them the sold by on the job. 

This configuration is OFF by default because with some payroll workflows it could lead to tech getting double credit for the revenue on this job (regular credit AND sold by credit). 

Reach out to your CSM for more information and enablement. I hope this helps!

[nashvill]

Thank you soooo much.