For Sales reps · Owners
Sales rep workspace (Tasks)
A sales rep's own view of the contracts, jobs, and pending leads attributed to them.
The Tasks page gives a sales rep a single, self-contained view of everything credited to them — without giving them access to the full dispatch board or contracts list. It's built so a rep can answer "what's the status of my customer's job" and check their own commission-relevant numbers without asking the office.
What a sales rep sees
- Every contract they brought in.
- Every job booked under their name (which can be different from the contract's rep).
- A count of their pending leads (not yet won or lost), linking straight through to their filtered pipeline.
For owners and admins
Owners and admins see a rep picker (defaulting to their own attributed work) so they can switch and audit any rep's numbers — a sales rep themselves is always locked to their own record.
Example
Checking commission-relevant numbers
A sales rep wants to confirm a contract they closed last week is showing up correctly. They open Tasks, see it listed under their contracts, and click through their pending-leads count to check nothing from this month's calls has gone cold.
Related docs
Leads & pipeline
Capture enquiries, move them through a kanban pipeline, and convert them into paying customers.
Roles & permissions
Control exactly what each teammate can see and do, using built-in roles or your own custom ones.
Contracts
Set up recurring service agreements with a visit schedule and payment plan, and let the visits generate themselves.