How to Track Commissions
If you pay commissions in your organization on any upsold service or premium material, you can track commission costs by employee on the Job details page. By tracking commissions on jobs, you'll be able to report on your commission costs.
To report and track commissions, you'll need to turn on the feature and start assigning employees to line items on the job.
To enable commissions in your HCP account:
Navigate to your Account Settings by clicking the gear icon in the top right corner of your account.
Select the Jobs > Commissions from the Settings menu on the left.
Toggle the Commissions switch on the right.
Tracking Commissions on the Job
Pros using Commissions can 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 the line items on the job with the correct employee.
Once Commissions is enabled in your account, you will see a new input on each service or material within the Job details page under the line item descriptions.
Select the grey 'Sold by' option to select which employee you would like to assign.
Employees can be attached to Services and Material items within the Job details page. You can go back and edit this field after the job is complete.
Commissions Report
Your Commissions report will live under your employee reports on your Jobs report page.
To generate your Commissions report:
Click on the Reporting tab in your top navigation bar.
Select Jobs from the Reporting menu on the left.
Select the Commissions report under the Employee section.
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
On Job Sales By Employee Report
To run an On Job Sales by Employee report:
Click on the Reporting tab in your top navigation bar.
Select Jobs from the Reporting menu on the left.
Select the On job sales by employee report under the Employee section.
You can then view the total sales associated with each employee over time.
Click on any row in the report to view a list of line items sold.
Metrics:
Total Sales: The sum of all line items that have been assigned to a particular employee.
Average Sale: Total Sales Value divided by the 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 an employee sold at least one line item on.
Conversion rate: % of jobs an employee sold at least one line item out of all jobs dispatched to.
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