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faq [2026/10/01 08:42] – chillhubadminfaq [2026/10/01 08:56] (current) – chillhubadmin
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     * **Repeat** → Use this for recurring schedules (e.g. weekly/monthly) → Define the recurrence pattern and the system will automatically generate scheduled jobs     * **Repeat** → Use this for recurring schedules (e.g. weekly/monthly) → Define the recurrence pattern and the system will automatically generate scheduled jobs
    
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 +++++ What's the difference between "Split Percent" and "Hourly Rate" in Team Allocation? |
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 +**Split Percent** determines how the job's **Allocated Sales Amount** is divided among the assigned teams — normally used for commission calculation based on each team's contribution to the job.
 +\\ **Hourly Rate** is a separate figure used to calculate **labor cost** (planned and actual), based on the hours each team spends on the job — it does not affect how sales are split.
 +\\ Both default from the **Hour Rate** and **Default Split %** configured on the Team in Settings, but can be adjusted per job via **Define Allocation**.
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 +++++ I left "Default Split %" empty for some teams — what happens? |
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 +If a team's **Default Split %** (or a job's **Split Percent**) is left empty, the system evenly splits whatever percentage remains after accounting for the other teams' defined splits.
 +\\ For example, if Team A is set to 60% and Team B and Team C are left blank, the remaining 40% is split evenly — 20% each.
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 +++++ What does "Progress" on a job do, and when do I need to set it? |
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 +**Progress** represents the percentage of the overall project (the linked invoice or sales order) that a specific job accounts for. It's used to prorate the **Allocated Sales Amount** when one invoice/sales order is fulfilled across multiple scheduled jobs.
 +\\ By default, progress is split evenly across all jobs linked to the same invoice/sales order. You don't need to set it manually unless the jobs don't contribute equally — for example, if one job represents a larger portion of the work than the others.
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 +++++ When I complete a job, why does it ask for "Overall Progress" instead of just this job's progress? |
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 +Because the invoice/sales order may be split across several jobs, the system asks for the **cumulative progress of the entire project** (including jobs already completed) rather than just this one job's share — it's often easier to judge "how much of the whole project is done" than to estimate one job's isolated contribution.
 +\\ The dialog shows **Completed siblings** (progress already completed by earlier jobs) and automatically calculates **This job's share** as Overall Progress minus Completed siblings. It defaults to the calculated (evenly-split) progress, which you can adjust if the actual completion differs.
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 +++++ Where can I see the allocated sales and labor cost figures after jobs are completed? |
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 +They're available in two places:
 +  * **[[dashboard|Dashboard]]** -> **Team Summary** — shows each team's Hours Planned, Hours Actual, Labor Cost (Planned/Actual), and Allocated Sales (or job count) for a selected month.
 +  * **Custom Report** -> **Labor Cost Summary** and **Labor Cost by Team** — for more detailed labor cost breakdowns.
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  • faq.txt
  • Last modified: 2026/10/01 08:56
  • by chillhubadmin