If you pay commissions in your organization on any upsold service or premium material, you can now track commission cost by employee on the job page. By tracking commissions on jobs, you will be able to report on your commission costs.
Getting Started with Commissions
In order to report and track commissions, you'll need to turn on the feature and start assigning employees to line items on the job. To turn on this feature you will first need to head to your job details settings page.
Open up your settings by clicking on the settings gear icon at the top right of the navigation bar.
Select the Jobs section on the left sidebar menu, then select 'Commissions' from the dropdown.
Toggle the Commissions switch on the right side.
Running the report
Your Commissions report will live under your employee reports on your jobs report page.
Click into the Reporting tab in your top navigation bar, and then open up your job reports. You should now see the Commissions report under your On job sales by employee report.
Click into the report to view the total commission cost associated with each employee over time.
Commission Cost: The sum of the commission amount, when grouped by employee, only shows the cost associated with the employee.
The report has the full functionality of our jobs reports, including the ability to customize, drill down, and save a custom version of the report.
Change the date range by clicking on the date drop-down at the top left of the chart
Change the action date to view job data based on the job created, scheduled, or completed date
Apply a filter by clicking on the blue 'MANAGE FILTERS' button a the bottom left of the graph
Customize your group by (to display the data by date, business unit, job type, job tags, employee, lead source, etc) using the blue 'EDIT COLUMNS' button at the bottom right of the graph
Change the graph metric using the drop-down on the top right of the graph
Save a custom version of the report by clicking on the blue 'SAVE' button at the top right of the report graph
Sold by employee
Track and report on line item sales by employee
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.
Getting started
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:
Tracking on the job
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.
Running the report
Your On job sales by employee report will live under your employee reports on your jobs report page. Click into the Reporting 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 a particular employee
Average Sale: Total Sales Value divided by total number of sales
Sales Count: number of line items the employee was attached to
Job Count: number of jobs the 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
For more detailed instructions on how to use the reports, reference our reporting help article.