TeamBuyIn

How do I set default commissions for a service? How do I change the default commission type? How to automate commissions? How to track upsells?

Setting up services and commissions

How can I commission my services? What is the commission for my services?

Service Item Commission Types

How do I automatically commission something not in my price book? What is a global commission default?

Global Commission Defaults

Customize Commission Splits

Edit Payout Amount

How do discounts work on TeamBuyIn? How are taxes calculated in TeamBuyIn?

Discounts and Taxes

How can I commission a salesperson through TeamBuyIn? Can I commission someone that isn't on the job ticket?

Commissioning unassigned employees

Payouts and commissions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.