What This Report Does:
Displays a list of jobs with commission rates based on the salesperson assigned (Note: users must have the SalesPerson role assigned to appear in this report)
Upon opening this report, you’ll have the option to filter your search by a designated time frame. Once finished with your selections, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Work Code – Displays the service category of the scheduled job
- Job #: Displays the jobs assigned number
- Account #: Displays the customer’s account number
- Business Name: Displays the name of the customer
- Job Date: Displays the scheduled date of the job
- Charge: Displays the total price of the job
- Frequency: Displays the frequency of the scheduled jobs
- Acct Man.: Displays the name of the account manager (if applicable, user must have role of AccountManager assigned)
- Acc Man Amt.: Displays the total amount of commission earned by the account manager
- Sales Per.: Displays the name of the salesperson assigned to the job
- Sales Per Amt: Displays the total amount of commission earned by the salesperson
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
