Attribution · who sourced what
Direct bookings
A booking is attributed at the moment it is made, from the lead that produced it. Re-assigning a lead later does not rewrite history — past bookings keep whoever actually earned them. Fill in the job value once it is invoiced, and tick paid when you've been settled.
| When | Customer | Service | From | Status | Job value | Paid |
|---|---|---|---|---|---|---|
| No bookings attributed here yet. | ||||||
Owed on direct
0 bookings · — in job value · — settled across 0
— unsettled job value
Whatever share of this you're owed is between you and the owner — the system records the work, not the split.