QuoteIQ’s Sales Team Tracker shows you estimates sent, invoices created, revenue collected, and conversion rate per employee — with commission percentage tracking and a built-in payment system to mark commissions paid.
The Sales Tracker dashboard shows four key metrics across your entire sales team — estimates sent, invoices created, revenue collected, and conversion rate. Filter by individual employee or view the whole team. Dynamic year ranges with YTD sorting let you compare performance across any time period.
Performance Dashboard
Estimates • Invoices • Revenue • Conversion Rate
Assign a commission percentage to each employee in EmployeeHub. QuoteIQ automatically calculates what each rep has earned based on their revenue collected. When it is time to pay, click “Mark Commission Paid” — enter the amount, add notes, and confirm. Full payment history is tracked per employee.
Commission Tracking
Custom rates • Auto-calculated • Mark paid • Full history
Sales Team Tracker is exclusively on the Max plan alongside Crews, unlimited users, AI Website Builder, and 8,000 IQ Credits/mo. If you have employees who sell — whether dedicated sales reps, estimators, or owner-operators tracking their own numbers — this is how you measure and compensate performance.
Max Plan — $699/mo
Sales Tracker • Crews • Unlimited Users • AI Website Builder
QuoteIQ is the only field service CRM with a full AI suite — estimating, photo generation, natural language control, automated text, and 24/7 AI call answering. All powered by IQ Credits on every plan.
Upload a photo, answer 5 smart questions, get a market-accurate estimate with confidence scoring in 30 seconds.
All PlansGenerate realistic before & after photos to attach to estimates and invoices. Boost approvals by 64%.
All PlansControl your entire CRM with natural language. Create estimates, send invoices, text customers — just tell it what to do.
All PlansAI answers your calls 24/7, qualifies leads, takes messages, and makes outbound calls. Every call recorded and transcribed.
All PlansGenerate professional messages, estimate descriptions, and customer communications with one tap inside any text field.
All PlansThe full AI toolkit in one view — AI Estimator, Before & After Generator, and AI Text Generator working together.
All PlansQuoteIQ’s Sales Team Tracker is a performance dashboard that tracks estimates sent, invoices created, revenue collected, and conversion rate per employee. It includes commission percentage tracking with auto-calculated earnings and a built-in system to mark commissions as paid with full payment history.
Sales Team Tracker is available exclusively on the QuoteIQ Max plan ($699/mo) with unlimited users. The Elite plan ($299/mo) includes EmployeeHub and team management but does not include Sales Team Tracker or commission tracking.
Set a commission percentage per employee in EmployeeHub (for example, 7% or 18%). QuoteIQ automatically tracks their revenue collected and calculates the commission owed. The “Due” column shows outstanding commissions. Click “Mark Commission Paid” to record payments with notes. Full payment history is stored per employee.
Yes. The Sales Tracker has dropdown filters for “All Employees” or any individual team member. When you filter to one employee, the four stat cards (Estimates, Invoices, Revenue, Conversion Rate) update to show only that person’s numbers.
Yes. Filter by “This Year (YTD)” or select specific date ranges. YTD sorting lets you compare current-year performance against previous years. All metrics — estimates, invoices, revenue, conversion, and commissions — update based on your selected time range.
No. Jobber has basic salesperson reporting on the Grow plan but does not offer dedicated commission percentage tracking per employee, auto-calculated commission amounts, or a built-in system to mark commissions as paid. Housecall Pro does not have sales team tracking. QuoteIQ’s Sales Team Tracker is the only major field service CRM with full commission management built in.
Yes. QuoteIQ’s Roles & Permissions system includes a dedicated “Sales Tracker Screen” permission with a “View Sales Tracker” toggle. Only employees with this permission can see the Sales Tracker — everyone else has no access to commission or performance data.
Yes. The QuoteIQ Max plan includes a 14-day free trial with full access to Sales Team Tracker, Crews, unlimited users, and all other features. Credit or debit card required to start.
Join 40,000+ contractors who run their entire operation from one app.
Book Your Free Demo →Start your 14-day free trial on the Max plan. Credit or debit card required. Sales Team Tracker is Max only.
Add employees in EmployeeHub and set their commission percentage (e.g., 7%, 10%, 18%).
As your team sends estimates and collects payments, Sales Tracker automatically calculates performance and commissions.
Click “Mark Commission Paid” to record payments. View full payment history per employee anytime.
20+ year service business owner, Citadel graduate, published author, and YouTube educator with 580,000+ subscribers teaching contractors how to start, grow, and scale home service businesses.
Read Expert Profile →Serial entrepreneur and creator of Forever Self Employed with 700,000+ YouTube subscribers. Background in Facebook advertising and lead generation for home service businesses.
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Send, track and collect invoices.
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