Team and seats · Paying people
Who gets credit for a job — the person who sold it or the person who did it?
ComputerOpen Customers, then the customer and assign a closer (sales credit). Get Paid, then the invoice, then Team member (build credit — who did the job).
PhoneOpen Customers, then the customer and closer. Get Paid, then the invoice, then Team member.
Two different questions, kept apart on purpose. Commission rules follow the closer set on the customer: every payment that customer makes earns the closer their share. Job Wage rules follow "Team member (who did this job)" on the invoice: the person who built it is paid for that job. Putting someone on a job on the Jobs board or the Schedule records who is going; it does not pay them. One job can carry both — a rep's commission and a tech's wage — and neither is shown to the customer. The performance panel on Get Paid → Invoices lists jobs done and money collected per technician, and how many jobs are still unlabelled, so you know your coverage.