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Salesrep & Technician Tracking

 

HITS® gives you the tools to assign the right Salesrep and Technician to every job — whether it’s a single-person ticket or a team effort. You can do this when creating the ticket or update individual line items as the work is performed.

🛠️ Two Ways to Stay Accurate:

o Set a Salesrep when creating the ticket — carries over to new items

o Use “Set Sales” and “Set Tech” buttons on the Line Items tab to assign or adjust

  • Works for one or multiple lines at once
  • Supports Multi-Tech splits for shared labor

 

📊 Why It Matters:

o Ensures Salesrep Journal and Technician Journal reports reflect actual work
o Supports accurate payroll, commissions, and productivity tracking
o Keeps performance data tied to the right people — not just the ticket

Need help getting started? Our support team can walk you through the workflow or help review your current process.