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Estimate Detail and Sales Splits

What can I see on an estimate? What does 'Presented, not bought' mean? How do I split sales commission on an estimate?

Web: Work > Estimates > (open an estimate)

An estimate page shows:

  • Options -- 'Option N', 'Only one of these applies' and 'Also presented'. They are grouped as 'What the customer bought' and 'Presented, not bought'. For example, 'The customer bought 1 of these 3 options'.

  • A timeline called 'What happened to this estimate'.

  • 'Jobs from this estimate' -- the work produced, what was invoiced before tip, invoiced vs sold, and payout review.

  • A 'Sales commission' block with the salespeople and the split.

Split a sale

Owners can choose 'Equal split' or 'Custom split' with 'Edit split...'. Click 'Keep equal split' to go back. Team shares are listed in the editor. The split locks once the sale is approved. If a job has several estimates, set each split on its own estimate page.

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