--- title: "Create job filters" slug: "create-job-filters" updated: 2026-10-15T01:03:45Z published: 2026-10-15T01:03:45Z canonical: "help.servicetitan.com/create-job-filters" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create job filters ## Overview When you set up Configurable Payroll pay rules, you can create job filters to specify which jobs pay performance pay. Filters can be based on different aspects of the job including invoice subtotal, job or technician business unit, and more. [Create job filters with Configurable Payroll Video](https://fast.wistia.net/embed/iframe/go4i6ef1cl?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators and managers - This feature is available in the ServiceTitan Works package. ## Things to know - You can add job filters when you [set up pay rule](/construction/docs/set-up-and-manage-payroll-profiles) for a pay profile. - If a pay rule does not have any job filters, the pay rule applies to all jobs. - You can apply multiple job filters to a pay rule. - After you set up your job filters, you can [configure pay calculations](/construction/docs/configure-pay-calculations) for the pay rule. ## How job filters work You can filter for jobs based on numerical values and item names. #### Number-based filters You can filter for jobs based on numerical values related to the job such as discounts, invoice subtotal, Splits, and more. For example: - An invoice discount of greater than 10% triggers a smaller bonus to discourage technicians from offering large discounts ![Invoice discount filter with percentage rate set to 10.00 for job selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-4vcnjk5u.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) > [!NOTE] > **Note:** The discounts and fees feature requires account configuration. Contact your success or implementation manager for details. - Two rules that filter based on invoice subtotal: - One rule filters for subtotals less than $1,000 ![Invoice filter options showing subtotal criteria and amount input fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-wsakwg7r.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) - The other rule filters for subtotals $1,000 and larger ![Invoice filter options showing subtotal and amount fields for job filtering.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-uetfqq4b.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) #### Name-based filters Job filters based on *Invoice Business Unit*, *Technician Business Unit*, *Job Type*, and *Campaign* search for the names of items that exist in your account. For example: - Bonus is paid for jobs booked off internet campaigns ![Job filter interface displaying campaign options for Facebook, Google, and Yelp.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-73csk3gs.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) - Pay rule only applies to technicians assigned to install BUs for installation jobs ![Job filter options for technician business units and job types in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-6sw2nmko.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) ## Set job filter type You can add a job filter when you [set up a pay rule](/construction/docs/set-up-and-manage-payroll-profiles) after you select a pay type. 1. On the *Configure Pay Rules* screen, in the *Job Filter* section, click **Add filter** and select a job filter type. > [!NOTE] > **Note:** Available selections vary based on pay type. 1. **Technician Split Rate:** Percent of the split assigned to the technician on the invoice 2. **Invoice Discount:** Percent discount applied to the invoice > [!NOTE] > **Note:** Invoice discounts are items added from your pricebook. Member discounts and manual discounts applied to the item price are not included. 3. **Invoice Item Total:** If the pay type is *Item Bonus*, the total of the invoice item 4. **Invoice Margin:** Percent of the invoice subtotal that comes from income items. Income items are pricebook items linked to an income general ledger (GL) account. Invoice margin is calculated as: [sum of income items] / [sum of invoice items] * 100% 5. **Invoice Business Unit:** BU of the invoice 6. **Technician Business Unit:** BU of the technician listed on the invoice 7. **Job Type:** Job type listed on the invoice 8. **Campaign:** Marketing campaign assigned to the job ![Configuration screen for pay rules with job filter options and dropdown selections.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-dq99h1n8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) ## Set number-based filters Set up number-based filters such as *Invoice Subtotal* and *Invoice Margin* with the following settings: - **Operator**: How you want to compare numbers - **Data source**: Where the numbers for comparison come from ### Set an operator An operator sets how to compare numbers. Select an operator from the dropdown: | **Operator** | **Definition** | | --- | --- | | **=** | Equals exactly | | **≠** | Does not equal | | **<** | Less than | | **≤** | Less than or equal to | | **>** | Greater than | | **≥** | Greater than or equal to | ![Dropdown menu for filtering jobs by invoice subtotal with various comparison options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-j9c3mupk.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) ### Set a data source After you select an operator, set a data source for the job filter. For example, if you're filtering by invoice subtotal, you can use a [custom payroll field](/construction/docs/set-up-and-manage-custom-payroll-fields) to compare invoice subtotals to values you set based on technician, job type, campaign, and more. Or you can enter a value manually within the job filter. ### Dollar amount options For job filters based on dollar amounts, you can set how you want to compare the dollar amount on the job: - **$ (Flat amount) set here**—Dollar amount set manually in the filter - **Flat $ set on Invoice Business Unit**—Dollar amount set in a custom payroll field for the BU of the job - **Flat $ set on Technician Business Unit**—Dollar amount set in a custom payroll field for the BU of the technician - **Flat $ set on Technician**—Dollar amount set in a custom payroll field of the Technician Profile - **Flat $ set on Job Type**—Dollar amount set in a custom payroll field of the job type - **Flat $ set on Campaign**—Dollar amount set in a custom payroll field of the marketing campaign ![Dropdown menu for selecting flat amount settings in job filter interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-c6ddcu65.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) ### Percentage options For job filters based on percentages, you can set how you want to compare the percentage value from the job: - **% (Percentage Rate) set here**—Percent set manually in the filter - **% set on Invoice Business Unit**—Percent set in a custom payroll field for the BU of the job - **% set on Technician Business Unit**—Percent set in a custom payroll field for the BU of the technician - **% set on Technician**—Percent set in a custom payroll field of the technician - **% set on Job Type**—Percent set in a custom payroll field of the job type - **% set on Campaign**—Percent set in a custom payroll field of the campaign ![Dropdown menu displaying percentage options for job filter settings in invoice margin.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-xislyxtc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) ## Set name-based filters Job filters based on *Invoice Business Unit*, *Technician Business Unit*, *Job Type*, and *Campaign* search for the names of items that exist in your account. For example, a filter based on *Job Type* pays on invoices for selected job types. ![Dropdown menu showing job types including heating, cooling, and duct-work options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-job-filters-image-tg3kw2s9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A35%3A58Z&se=2026-10-31T02%3A35%3A58Z&sr=c&sp=r&sig=X8S2c5GlDcFA5vhLGS5VwD2ZIwMZzNBIqoCUgnCfcm0%3D) Click the dropdown and select items to include in the filter. You can add multiple items to a name-based filter. ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Configurable Payroll](https://servicetitan.docebosaas.com/academy/learn/courses/305/Configurable-Payroll) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)