Product Help Center
Get specific product help for TeamBuyIn.
31 articles
Jobs
Everything you need to review, approve, and manage jobs synced from your FSM.
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.
Set Job Review Date RangesHow do I set date ranges for the jobs I have to review?
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?
Reset a Called Back JobHow do I reset a callback? How do I edit callback payout amounts?
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?
Commissioning unassigned employeesHow can I commission a salesperson through TeamBuyIn? Can I commission someone that isn't on the job ticket?
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?
ScorecardHow do I see my technicians scorecard? Where can I see my technician's stats? Where can I see my technician's KPIs?
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?
Export ReportsHow do I export a commission report? What is a Performance Pay report? What is an Accounting report? How do I track technician tips? How do I export TeamBuyIn data…
Team Management
Manage your team.
Adding or Removing Employees in TeamBuyInHow do I add employees to TeamBuyIn? How do I remove employees from TeamBuyIn?
Roles and PermissionWhat roles and permissions are available in TeamBuyIn? How customizable are technician permissions in TeamBuyIn?
Hide Users From MetricsHow do I hide an employee from company metrics?
Commissionable vs Non-Commissionable UsersHow do you make a user non-commissionable? What is the red x next to a employees name in the job ticket?
Integrations
Connect and manage third-party tools.
Housecall Pro IntegrationHow do I set up the Housecall Pro integration? How do I change the Housecall Pro integration?
Manual Sync from Housecall ProHow do I sync jobs from Housecall Pro? How often do jobs sync from Housecall Pro?
Connect or reconnect your Jobber accountReconnect your Jobber account to TeamBuyIn.
Known limitations for the Jobber integrationThis article documents the known limitations of TeamBuyIn's Jobber integration.
Settings
Help with system preferences.
Profit VisibilityHow do I hide profit from technicians? How do I limit permission for technicians?
Enable or Disable LeaderboardHow do I enable the leaderboard? How do I disable the leaderboard?
Light Mode / Dark ModeHow do I switch to dark mode? How do I switch to light mode?
Language SupportDoes TeamBuyIn work in Spanish?
Does TeamBuyIn work in French?
Does TeamBuyIn work in Portuguese?
Does TeamBuyIn work in Polish?
Does TeamBuyIn work in English?
Goal SettingHow to set goals in TeamBuyIn? How do technicians track their commissions? How do I track my numbers?