What Are Commissions?
Commissions let you track which team members are responsible for selling services or materials on jobs. This feature helps you:
Monitor employee performance
Automate commission payouts
Improve the accuracy of job costing
Report on commission totals by team member
📌 Note: Commissions only apply to jobs, not estimates.
Prerequisites
Before tracking Commissions:
Commissions must be enabled in your Settings.
You must have at least one employee/team member added to your account.
Jobs must include line items (services or materials).
Set Up Commissions
Before you can start assigning or tracking commissions on jobs, you’ll need to enable the Commissions feature and set commission rates for your team members. These one-time setup steps ensure the system knows who is eligible to earn commissions and how much they should receive. Once setup is complete, you’ll be able to track commissions automatically on every job.
Step 1: Enable the Commissions Feature
To enable the Commissions feature, follow the steps below.
For new users:
Click the gear icon in the top right corner to open Settings.
Select Team & Permissions > Commissions.
Click the toggle next to Commissions to enable it.
For users with the previous version of Settings:
Click the gear icon in the top right corner to open Settings.
Select Jobs > Commissions from the left-hand menu.
Click the toggle next to Commissions to enable it.
Step 2: Set Up Commission Rates
After enabling commissions, assign a commission rate to each team member.
Click the pencil icon next to Employee pay & Commissions.
New Settings |
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Previous Settings |
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You'll then see a list of your team members. Note the new column labeled Commission rate.
Click the pencil icon next to the team member.
Enter a rate in the Commission rate column for each employee.
Click Save in the top-right corner.
Manage Commissions on Jobs
Once commissions are set up, you can assign and manage them directly from the Job details page. Each time you dispatch employees to a job, they are automatically assigned to every line item.
To view or update commission assignments:
Open a job to view the Job details page.
Select any Service or Material line item.
From here, you can:
View/edit who is assigned for commission
Add more employees (click the + icon)
Remove an employee (click the ✖︎ icon next to their profile picture or initials)
Click Save in the Line item window to apply your changes.
🛠️ Pro Tip: You can assign multiple employees to a single line item. Commissions apply to both Service and Material items.
Commission Summary on Jobs
At the bottom of the Job details page, you'll find a Commission Summary:
Employee: Team member with at least one line item assigned.
Commissionable: Total dollar amount of assigned line items.
Rate: Commission rate set for that employee.
Amount: Automatically calculated commission total.
You can override the amount manually.
The back arrow icon allows you to undo changes.
Example Scenario
In the example below, we dispatch Joseph Wallace to a job with two line items. Notice that one is a Service item and the other is a Material. Commissions work for both.
When you save this job, Joseph is automatically assigned to each line item.
You can confirm this by locating the Commissions section below each line item (highlighted in blue on the picture below).
You can click on the blue highlighted line items section to open a pop-up window with the line item details.
Here you can also view and edit the employees assigned to receive commissions on the job.
What’s Next?
To review commissions over time, use the built-in reporting tools.
👉 See Commissions Report to learn how to generate and analyze your commission data.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.