--- title: "Set up an hourly-plus-incentives pay structure" slug: "set-up-an-hourly-plus-incentives-pay-structure" updated: 2026-10-15T01:03:54Z published: 2026-10-15T01:03:54Z canonical: "help.servicetitan.com/set-up-an-hourly-plus-incentives-pay-structure" --- > ## 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. # Set up an hourly-plus-incentives pay structure ## Overview Use this workflow as a guide for setting up a pay structure with a base hourly pay supplemented by performance bonuses and commission pay. --- ### #### Who uses this feature - Administrators and managers - This feature is available in the ServiceTitan Works package. ## Things to know - This pay structure provides a base hourly pay but also offers the opportunity for technicians to earn extra money by setting leads. - Use this pay structure to incentivize technicians to sell items and services you want to focus on. - Sales technicians receive a commission when a Sold estimate leads to a completed job. ## Set hourly pay 1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D). 2. In the side panel, go to **People** > **Technicians**. 3. From the *Technicians* screen, click **Edit** for the technician you want to set payroll for. ![Technicians list showing names, phone numbers, usernames, and edit options for each.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-mr9tks3b.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D)The *Edit Technician* screen opens. 4. Click the **Payroll** tab. 5. Make sure the following fields are completed: 1. **Pay Type**—Select **Both** > [!NOTE] > **Note:** If you do not see the Pay Type field, please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. 2. **Hourly Rate**—Enter the technician's hourly rate ![Editing payroll details for technician Chester, including hourly rate and commission settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-pgmvxw2r.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) > [!NOTE] > **Note:** *Commission Rate*, *Sold By Rate*, *Default Adjustment Rate*, and *Range Bonuses* are only used if a technician is assigned the *Default* pay profile. When you're finished, click **Save**. ## Set up sales technician pay profile **Goal:** Pay a 5% sales commission for specific HVAC install items. > [!NOTE] > **Note:** Commission is based on the invoice item price of the HVAC install item. Follow the steps to [set up and assign a pay profile](/construction/docs/set-up-and-manage-payroll-profiles) with the following pay rule: - **Pay type:** *Sales Commission on Invoice Item* - **Job filter:** None; applies to all jobs ![Configuration screen for pay rules with options for job filters and payment calculation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-zuh28voa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) - **Pay calculation:** - **Take:** Flat amount based on *Invoice Item Total* - **Multiply by:** A percentage set on the invoice item > [!NOTE] > **Note:** Follow the steps to [create a custom payroll field](/construction/docs/set-up-and-manage-custom-payroll-fields) for invoice items. The XLSX spreadsheet you download includes your entire pricebook listed by item code. Enter the commission rate in the **Value** column for all HVAC install items. ![Spreadsheet displaying IDs, names, and values with highlighted entries for emphasis.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-nf48fnf4.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) ![Configuration options for pay calculation including flat amount and percentage settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-3nrr3gku.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) ## Set up install technician pay profile **Goal:** Pay flat performance bonus based on HVAC install jobs. Technicians also earn $25 for every sales lead they set. Follow the steps to [set up and assign a pay profile](/construction/docs/set-up-and-manage-payroll-profiles) with the following pay rules: ### Pay rule #1 This rule awards a 3% installation bonus for HVAC installations including technician Splits. - **Pay type:** *Performance Bonus* - **Job filter:** *HVAC Install* job type ![Configuration screen for performance bonus with job type filter for HVAC installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-7bqpn03u.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) - **Pay calculation:** - **Take:** *Flat $ Amount* based on *Invoice Subtotal* - **Multiply by:** *% Percentage set here* = 3% - **Multiply by:** *% Percentage* based on *Technician Split Rate* ![Configuration options for calculating technician pay based on invoice subtotal and percentages.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-w2owfid9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) ### Pay rule #2 This rule pays $25 for every sales lead a technician sets on a job. - **Pay type:** *TGL/Turnover Bonus Paid when lead is set* - **Job filter:** None; applies to all jobs ![Configuration options for performance and turnover bonuses in a pay rules interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-faib9cxy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) - **Pay calculation:** - **Take:** *Flat $ Amount* based on *Invoice Subtotal* - **Take Above and Apply To:** For *$ on Range set here*, set an invoice subtotal range from $0-$999,999 that pays $25. ![Configuration settings for pay calculation based on invoice subtotal and specified range.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-an-hourly-plus-incentives-pay-structure-image-uhef300e.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A46Z&se=2026-10-31T02%3A48%3A46Z&sr=c&sp=r&sig=egSplwgr79AkbjQGjBtSZ0WUA%2F8YfQI6YKbIOfhoFP4%3D) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Configurable Payroll](https://servicetitan.docebosaas.com/academy/learn/courses/305/Configurable-Payroll) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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)