Click the following link to read about getting started: Commission & Bonus Setup
Once you have your commission, bonus rates, and services set up you can run reports to figure out what you need to pay your technicians and sales people.
For the purposes of these reports, please keep in mind the following definitions:
Commissions Determine how much commission to pay when a specific sales person is listed as the sales rep on an estimate.
Bonus Determine the amount to pay based on the amount of services completed by a technician.
Remember Commissions are for sales representatives and bonuses are for technicians.
Commission Report
Choose Reports from the main navigation panel to the left of your screen. Click Sales, then click Commission Report.
From here, you can specify a date range for when an estimate was accepted AND a date range for when a service is completed. The report shows all sales reps by default, but you can pull a report for only a single rep if you would like.
For example Let's say you pay commissions monthly for services that were sold in the last calendar year but completed in the last month. You would set your estimate accepted date range for the last 12 calendar months and the service completed date range for the last month. This will give you a report of all services that meet both of those criteria along with total commissions due to your sale reps.
Bonus Report
Choose Reports from the main navigation panel to the left of your screen. Click Sales, then click Bonus Report.
From here, you can specify a date range for when an estimate was accepted AND a date range for when a service is completed. The report shows all technicians by default, but you can pull a report for only a technician if you would like to.
For example Let's say you pay bonuses monthly for services that were sold in the last calendar year but completed in the last month. You would set your estimate accepted date range for the last 12 calendar months and the service completed date range for the last month. This will give you a report of all services that meet both of those criteria along with total commissions due to your sale reps.