To begin tracking commission pay for technicians, you'll first need to setup the amounts technicians should be paid for products and services attached to jobs and/or quotes.
Go to Settings ---> Technician Pay section ---> select or create the technician "Role" you want to configure for commission pay
There are 2 sections to track how you want to pay commissions as shown below
(Pay Commission for Jobs and Pay Commission for Sales)
Jobs commission section determines how much you pay the technician for products/services attached to a job they've completed after it has been closed and invoiced. The technician that is scheduled to complete the job will automatically be assigned as the job commission technician.
Sales commission section determines a different amount you pay the technician for products/services attached to the job after it has been closed and invoiced. However, the tech is usually only eligible for this if they created a quote that was approved and became a job. Any technician that creates a quote will be automatically assigned as the sales commission technician on the job that is auto-created upon approval.
Set commission pay amounts for any technician pay role
Choose how much to pay by default for all products/services on the left and add any exceptions on the right for different amounts if you'd like.
Sales commission technicians can be assigned to quotes
(auto-assigned when techs create quotes from app)
When quote is approved, it becomes a job automatically and sales commission technician is auto-assigned to the job (but can be changed by a user that has permission)
Job commission technicians can be assigned to jobs (auto-assigned when scheduled to a route for that technician)
Commission amounts are auto-calculated but can be manually edited if user has permission (edit history is viewable in job activity history log for accountability)
You can access commission reports for any single technician
Go to Technicians section ---> click a technician name ---> Scroll down to "Pay" section (you must have permission to view it)
You can access commission reports for all technicians at company level
Go to Reports section ---> Scroll down to Technician Pay section
(you must have permission to view it)
Switch between route stop pay and commission pay report views with a click
Only one time jobs that have been closed will appear on the commission pay report
Click the excel icon in the top right corner to export both the route stop pay and commission pay details for the technician in a single report
Commission report can be viewed at technician level on their profile page or company level for all technicians in Reports section