Pros using Commissions can now track who sold jobs or equipment from the job page. By assigning employees to services and material line items, you will be able to report on your tech and employee performance.

In order to report and track which employees are associated with each sale, you'll need to update line items on the job with the correct employee. To turn on this feature you will first need to head to your settings by selecting the settings gear in the top right corner of your HCP webpage.

On the left sidebar choose 'Jobs' and then select 'Commissions' within the dropdown menu.

Turn on the commissions setting by selecting the grey toggle located on the right side of your screen.

Disabled:

Enabled:

Once Commissions is turned on, you will see a new input on each service or material within the job detail page under the description of the line items. Select the grey 'Sold by' option to select which employee you would like to assign.

Employees can be attached to both services and material items within the job details pages. You can go back and edit this field after the job is complete.

Your On job sales by employee report will live under your employee reports on your jobs report page. Click into the report tab in your top navigation bar, and then open up your job reports. You should now see the On job sales report under your tech leaderboard.

Click into the report titled 'On job sales by employee' to view the total amount of sales associated with each employee over time.

Click into any row in the report to view of list of line items sold.

Total Sales: sum of all line items that have been assigned to particular employee

Average Sale: total Sales Value divided by total number of sales

Sales Count: number of line items employee was attached to

Job Count: number of jobs employee was dispatched to

Jobs with sale: number of jobs employee sold at least one line item on

Conversion rate: % of jobs employee sold at least one line item out of all jobs dispatched to