Log every estimate you present — sold or not. It lands on the Follow-ups tab, builds your close rate, and counts in contests. Quotes logged from the Quote tab land there automatically.
Your jobs today
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Not on your schedule?
Log a sale
Date sold is limited to the current week (Mon–Sun). Removing an entry requires the manager PIN.
Follow-ups
Every estimate lands here — from the Quote tab and the quick log. Log each call so the next person knows exactly where it stands.
My pay
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This week
$0
This month
$0
Look up a period
Credited sales
Milestones & streaks
Only your own sales and pay are shown here. Questions about a number? Ask the manager — every entry above matches the payroll report.
Manager
Settings & payroll
Reports & payroll
Each rep: jobs closed, dollars sold, and the exact amount to pay them for the period. All time breaks it out week by week.
Weekly goal & fleet
Contests
Active contests show on everyone's board with live standings. End a contest with its End button.
Data check
Reps, rates & sign-in PINs
Rate is the % of dollars sold paid to the rep. Leave the PIN box blank to keep a rep's current PIN. Role sets the badge (Lead / Helper / Office / Owner). ServiceTitan technician links each rep to their schedule so "Your jobs today" shows the right calls. Inactive reps are hidden from sign-in but keep their history.
Job types & flat payouts
Blank flat pay = commission at the rep's rate. A dollar amount = that flat payout, and the item stays out of Jobs/Dollars sold.
