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Sales Commission

How do I pay my salespeople commission on estimates? How do I turn on sales commission? How do I split a sale between salespeople?

Turn it on

Web: Setup > Settings > General > Sales commission

The 'Sales commission' card pays your salespeople on the sales they win. Turn the switch on. It stays off while your first estimate sync is pending. Choose whether tiers count sales by the date they were sold or the date they were approved.

Set sales rates

Web: Setup > Performance Pay > Rates for > Sales

Set a 'Sales rate for everyone', and give any salesperson their own flat rate or rate tiers. A sale pays once, on the job the customer pays for. A Fixed rate of $75 pays $75 once per sale. A 5% Top Line rate on a $4,000 sale pays $4,000 x 0.05 = $200. Rates apply to jobs that finish after you save.

Approve and split

Web: Work > Job Review > Sales

The 'Sales' tab is your approval queue. Commission is fixed when you approve the sale. On an estimate page, the Sales commission block lets owners choose 'Equal split' or a custom split ('Edit split...') between salespeople. It locks once approved.

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