Once you enable commissions for your Organization, you can start assigning employees to line items to track their performance over time. This page describes how.
Prerequisites
You have commissions enabled and set up
You have at least one employee in Settings » Employees
You commission off of jobs (commissions don't work for estimates yet)
Track Commissions on the Job
Enable Commissions to track technicians' performance pay, enable commission reporting, and improve job costing.
Sign in and navigate to Settings using a gear icon in the top right corner
Select the arrow next to the Jobs section
Select Commissions in the sidebar
Toggle the Commissions switch on. (It will turn blue once activated)
Click the Edit Pencil icon next to Employee Pay & Commissions to open the commissions setup.
Setup Commissions
After completion of the above steps, commissions will be available for your organization. To start using this feature, each employee needs a commission rate assigned to their account. You can do it right after enabling commissions or you will be prompted to do so when you try assigning employees to jobs.
Sign in and navigate to Settings using a gear icon in the top right corner
Select the arrow next to the Job section
Select Commissions in the sidebar menu
Click on the edit pencil next to 'Employee Pay and Commissions'
After completing the steps above, you will see a list of your Housecall Pro users. Note the new column labeled Commission rate.
Set your rates for each employee by clicking on the edit pencil
Once done, click Save in the top right corner of the page
Creating a job
When you create a new job, each employee you dispatch to that job will be automatically commissioned for every line item you create.
To create a job, click the black 'New' button on your navigation bar and select 'Job'
In the example below, we dispatch Joseph Wallace to a job with two line items.
Note that one is a Service item and the other is in the Materials section. 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.
Managing line item commissions
To manage line item commissions, use the Customers tab or Search Bar on your navigation menu to locate and open the job details page.
In an example situation where you don't run commissions off of materials, scroll down the job details page and click on the material line item. (It will be highlighted in blue)
You can click the gray ✖︎ symbol next to the 'JW' circle to remove Joseph.
One line item can also be commissioned to more than one person. In such a case, click the gray plus button to open the list of all your employees and click the one you want to add.
Once you select the additional employee, two avatars will show up for this line item. Click 'Save'.
Commissions summary on the job
To view the commission summary on the job, use the Customers tab or Search Bar on your navigation menu to locate and open the job details page.
As you add and remove employees from the line items, the content of the commissions box at the bottom of the page is constantly updated to reflect your changes.
It lists employees with at least one line item assigned
Commissionablecolumn shows the grand total of the line items where that employee is assignedRateis each employee's commission rate set in their profileAnd the
Amountcolumn is the result of the commission calculations
Whatever the Amount is, you can always overwrite it with your own value. Just place your cursor in the gray box and enter any value – like in the example below for Oliwia.
A small arrow next to your new value allows you to undo changes and get back to the previously calculated value.
Next steps