Product Help
Get specific product help for TeamBuyIn.
20 articles
Jobs
Jobs, line items, and reviews oh my!
What is a Pending JobWhat is a pending job? What does pending mean?
What is a Reviewed JobWhat is a reviewed job? What does Reviewed mean?
Review a jobHow to review a job in TeamBuyIn.
Restore a JobHow do I reset jobs? How do I redo jobs?
Callback a JobHow to track callbacks? How do I manage callbacks? How do I create a callback? How do I make a callback?
Payouts and commissions
How to manage your incentive plans.
Setting up services and commissionsHow do I set default commissions for a service? How do I change the default commission type? How to automate commissions? How to track upsells?
Service Item Commission TypesHow can I commission my services? What is the commission for my services?
Global Commission DefaultsHow do I automatically commission something not in my price book? What is a global commission default?
Customize Commission SplitsHow do I split commissions?
Edit Payout AmountHow do I change a payout amount?
Discounts and TaxesHow do discounts work on TeamBuyIn? How are taxes calculated in TeamBuyIn?
Reports and payroll
How to run reports and prepare to run payroll.
Team LeaderboardHow does the Team Leaderboard work? How does the leaderboard work? What is the leaderboard? Can everyone see the leaderboard?
Export ReportsHow do I export a commission report? How do I track technician tips? How do I export TeamBuyIn data for payroll?
Set Job Review Date RangesHow do I set date ranges for the jobs I have to review?
Tip ManagementHow are tips handled in TeamBuyIn? How to manage tips in Housecall Pro? How to track tips in Housecall Pro? How to track tips in Jobber?
Integrations
Connect and manage third-party tools.
Connect or reconnect your Jobber accountReconnect your Jobber account to TeamBuyIn.
Manual Sync from Housecall ProHow do I sync jobs from Housecall Pro? How often do jobs sync from Housecall Pro?
Housecall Pro IntegrationHow do I set up the Housecall Pro integration? How do I change the Housecall Pro integration?