Overview
Use these workflows confirm commissions show up correctly in payroll and reports.
Who uses this feature
Administrators and managers
Applies to all business types
Commission for the sales technician (Sold By credit)
If the estimate is sold in Mobile, the technician will automatically get Sold By credit. If you are the one selling the estimate from the Office, make sure Sold by credit has been entered according to your office policy.
The technician's Sold By commission rate is entered in Settings > People > Technicians > Edit technician > Payroll. Only the Office Manager should have permission to view or update these settings.
Commission for technicians performing the work (job splits)
As with any job in ServiceTitan, technicians will be paid according to the splits entered on the job. If technicians should earn a commission, make sure they are part of the job splits on the invoice where you billed the customer (the invoice where you entered the Pricebook items). If there are multiple technicians, you will need to adjust the splits as necessary.
Note: By default, 100% of the job split will go to the first technician assigned to the job. If there are multiple technicians performing the work, you will need to adjust the splits as necessary. Splits can only be calculated per job, there is no way to calculate splits on an appointment.
Technician commission rates are entered in Settings > People > Technicians > Edit technician > Payroll. Only the Office Manager should have permission to view or update these settings.
To view or update technician splits, complete the following:
Navigate to the Invoice for which you want to view or edit the technician split for.
Click Adjust splits.
On the Adjust splits screen, adjust the technician splits.
When you're finished, click Save.
Commission or spiffs for Tech Generated Leads
Some companies like to pay their technicians when they generate a lead. You can do this in either of the following ways:
Use payroll adjustments to pay out a bonus/commission on Tech Generated Leads
Before you run payroll, you can run the Sales Tracking Report by Detail. This report will show you tech generated leads and revenue coming from these leads, listed out by technician (Tech Generated Leads $).
You can then go to the invoice and click Add a payroll adjustment to enter a bonus or commission for a Tech Generated Lead.
To pay out a flat rate bonus, select Direct from the Type dropdown.
To pay out commission, select Commission-based from the Type dropdown. The technician will be paid their commission rate based on the full amount entered here.
(Optional) If there was no estimate visit, you can give Sold By credit for the Tech Generated Lead.
If there was no estimate visit (that is, the install work was scheduled directly from the tech generated lead), you can give Sold By credit to the technician who generated the lead. The technician will be paid out according to their Sold By commission rate (in Settings > People > Technicians > Edit technician > Payroll > Sold by rate).
If the job has already been booked, you can go to the job settings to enter Sold By credit.
Navigate to the job and click the Edit Pencil on the job screen.
Enter the technician in the Sold By field and click Save.
Check to see if invoice items are set to pay out commission
In order for technicians to earn commission, items on the invoice must be marked as commissionable.
Go to Pricebook and select Services, Equipment, or Materials (for chargeable material items) and edit the item. If the item is supposed to pay out commission, the Pays Commission checkbox should be selected under the Commission tab.
Note: Only the Office Manager has permission to update these settings.
Check to see if there is a bonus/spiff for a membership sale or other type of sale
You can check to see if there is a bonus/spiff for a membership sale, or if a bonus/spiff will be paid out on another Pricebook item.
Go to Pricebook and select Services, Equipment, or Materials (for chargeable material items) and edit the item. Bonuses or spiffs will be entered in the Commission tab.
Note: Only the Office Manager has permission to update these settings.
FAQ
Why aren't commissions showing in job costing or reports?
Commissions won't appear if the invoice is in Pending status. Make sure the invoice is Posted or Exported, then update the technician's payroll for the correct period to reflect commissions.