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Job Locking for Royalty Reporting

Written by Nate H
Updated yesterday

Overview

Job Locking for Royalties lets franchisors prevent changes to job line items after work is complete — protecting royalty calculations from post-completion edits.

Once a job is locked:

  • Franchisees can no longer edit line items that affect the subtotal

  • Job financial data is preserved for royalty calculation

  • Jobs cannot be unlocked without HCP's help

Locking is triggered by the franchisor via API, either by time range or by Job ID.


How It Works

Franchisors lock jobs using HCP's public API in two ways:

  • By Time Range — Lock all jobs with a completed or scheduled status within a specific date range

  • By Job ID — Lock individual jobs as needed

Once triggered:

  1. Eligible jobs are identified based on the provided criteria

  2. Service and material line items are locked

  3. The job subtotal is frozen for royalty calculation

API references:


What Franchisees See

When a job is locked, franchisees can still view the job but cannot make any changes that affect the subtotal.

  • Line items section becomes uneditable

  • Pricing and subtotal remain visible but uneditable


Royalty Processing and Timing

A typical weekly royalty workflow:

  1. Franchisees complete jobs during the week

  2. A short grace period allows for corrections

  3. At the end of the royalty period, completed and scheduled jobs from that period are locked

  4. Locked subtotals are summed to calculate royalties owed


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