video1.0<iframe src="https://www.loom.com/embed/a1bc50f9e59342bb9b8761d61d4edf2c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a1bc50f9e59342bb9b8761d61d4edf2c-b2a1352a534deee7.gif150.369This Loom explains how to enable and use the Sales Representative toggle for assigning representatives to work orders. Viewers can go to Settings, Staff, and an individual staff member, toggle the new sales representative option on, then Save and Close so the representative appears in Customer Sales Representative drop downs and is assigned on all future work orders. For exceptions, a representative can be assigned for a single work order, but this cannot be changed after invoicing. The report is located in the Reports performance section and can be filtered by date range, product type (parts or service), invoice status, and location if available, with an option to show work orders not associated with a sales representative. Exports support both summary and expanded views, and Labor Delta is introduced as clocked versus inactive time.