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SWAN Sales Tracker
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Sales Tracker
SWAN Plumbing, Heating & Air
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ποΈ View-only mode β you can see all sales but can't make changes
Syncingβ¦
Pay Cycle
Month
Year
Year to Date
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βΊ
β¬ Export (CSV)
Total Sales
$0
0 jobs
My Commission
$0
Approved
Avg Ticket
$0
Per job
Pipeline
New Sale
Customer Name
Job Number
Date Sold
Date Installed
Salesperson
Department
Pay Period
Defaults to the cycle for the Date Sold. Change it to log this sale in a different pay cycle.
Status
Sold
Paid
Not Paid
Sale Price ($)
Commission Rate
8%
8%
Commission Earned
$0
π‘ Auto-set from tier when you enter sale price β adjust slider for actual commission on this job.
Payment Method
Fee Deductions
Manager
Deducted from the sale price before commission is calculated.
Equipment Sold
+ Add Equipment Item
Flip
No
Yes
Flip details
Manager Notes (optional)
Sales Notes (optional)
Save Sale
All Jobs
My Jobs
Pending
Sold
Paid
Not Paid
All team members share this data. Changes to salespeople and commission tiers apply to everyone.
Team Members
Everyone who has signed up. Fix someone's department/role, or deactivate someone who leaves.
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Salespeople
+ Add Salesperson
Equipment Types
Tap + to add new equipment types your team sells.
+ Add Equipment
Brands / Models
Tap + to add new brands or specific models you sell (e.g., Carrier, Lennox EL296V, Trane XR16).
+ Add Brand / Model
Commission Tiers
Drag the slider to set commission rate (1β15%). Sale price falls into one tier.
+ Add Tier
Danger Zone
Clear All Jobs
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Dashboard
β
Add Sale
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Jobs
βοΈ
Settings
Job Details
Γ
My Profile
Γ
Name
First Name
Last Name
Save Name
Older Sales Under a Different Name
Only do this if those names are you β it re-labels your own sales to your current name.
Update them to my current name
Email
Email Address
Changing your email sends a confirmation link to the new address. The change takes effect only after you click that link.
Update Email
Password
New Password
Confirm Password
Change Password
App build
β
Set Up Your Access
Γ
Pick your role and name. This is saved on your device only.
Role
π·
Sales Rep
See and edit only your own sales. For sales team.
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General Manager
See and edit everyone's sales. Adjust commissions, prices, notes.
ποΈ
View Only
See everything in real-time. No edits. For the boss.
Name
Saved