JaRay Payroll Template

  • Published on May 13, 2026
  • 6 minute(s) read
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Overview

ServiceTitan offers a custom report and template for payroll managers to calculate payroll for technicians and import the gross pay amounts back into ServiceTitan. Talk to your onboarding specialist about receiving a copy of the JaRay Payroll Template to perform this payroll processes.

This guide is for accountants who want to continue processing payroll with ServiceTitan similar to how payroll was processed on JaRay. Read below to find where to access the JaRay Payroll template and how to upload it to ServiceTitan with the payroll information for your technicians.

Who uses this feature

  • Accountants, payroll managers, and office employees

  • Applies to all business types

  • Applies to all trades

Feature configuration

Things to know

  • You'll need a Google account to complete this workflow.

Step 1: Run the Export for Payroll report

To run the Export for Payroll report, you will pull data from ServiceTitan which you will then paste into the PasteHere sheet on the template:

  1. Go to the navigation bar and click Reports.

  2. Click Reports 2.0.

  3. Click Create New.        

    Note: This report only needs to be created once. Once created, you can access it from the list of reports in Reports 2.0 by searching for the Report Name you initially set. See Create and manage reports in reports 2.0.

  4. Click Export for Payroll from the templates list.

  5. Enter a name, category, and description of the report.

  6. Set the start and end dates for the period you are running payroll for in the From and To fields. Selecting items from the Business Units and Technicians fields will narrow the results of your report.

  7. Click Run. A table of jobs that were completed within your selected date range appears. Each row is specific to a technician who worked on a job as well as whoever sold the job. For example, if technicians Adam and Bob both performed the work on a job that Charles originally sold, you would see three rows for this job with each of the three technicians listed on a separate row.

Column descriptions:

  • Sold By Tech — A Yes/No field that will indicate if the technician listed on the row was the salesman

  • Items — Comma-separated list of all the tasks on the invoice

  • Warranty For Job — Number for the job this is a warranty for

  • Recall For Job — Number for the job this is a recall for

  • Night/Weekend — A Yes/No field that will indicate if the job was run after 5pm or on a weekend

  • Payroll Adjustments — If you've already run payroll for this job, this field will indicate the number of payroll adjustments that have been applied. If there is a number >=1, then make sure to validate and potentially exclude this row from your payroll run

  1. Click Export to Excel.

Step 2: Add data to the JaRay Payroll spreadsheet

Provide data in the JaRay Payroll Template by populating each sheet in order from left to right with the payroll data you want to process in ServiceTitan. The first sheet, "Guide," provides a high level of instruction for this process.

RateSheet

This is the settings page for your payroll calculations. This should be maintained as technicians come and go or commission and hourly rates change.

Note: You are able to rename the default job categories of Jettings, Plumbing, etc.

Night Job — In cell B1, select from the dropdown if you would like technicians to receive extra pay for night jobs. The percentage input in the Night Job Bump column (H) will increase the technicians pay if a night job was performed. Night job is defined as working after 5pm or weekends.

Pay Cap — This number controls the maximum percentage that technicians can earn for a job. For example, if you set the cap at 25% and a technician's normal commission rate for Jetting is 23% with a night bump of 5%, they will not earn more than 25% for jetting.

Technicians and Job Types — List technicians descending vertically beginning in cell A6. Percentages beginning in column B provide the fraction of commission based on the job type in row five.

Note: The list of technician names in the RateSheet should match the technician names on ServiceTitan as included in the Export for Payroll report in order for the calculations to be accurate in the PayrollAdjustment tab.

PasteHere

  1. Select all of the cells in the .xlsx spreadsheet that ServiceTitan generates, including the header. If any cell has an error (represented by "#"), ensure that each cell is populated with the correct information type. For example, ensure Technician ID is not the Technician Name column.

  2. Paste these cells into the JaRay Payroll Template starting in cell A2.

PayrollAdjustment

  1. Select cells A2 - G2 and from the bottom right corner of the selection click and drag the information down to the row number found in cell K1.        

    • For example, if Cell K1 is 30, drag the row down to row 30.

  2. The Rate column (F) is the total pay of the technician (column B) for the invoice listed on column C.        

    • For example, if Technician Adam worked on Job 123 and earned $25 for Jetting and $30 for plumbing on that job, Column F would show the sum of those two as $55 for the total job.

  3. You have the option to add a note to each row of the template on column H (Memo). This is a free form text field that will be imported into ServiceTitan.

  4. Once this is complete and you are comfortable with the gross pay numbers on column F, you are ready to import these numbers back into ServiceTitan. Make a local copy of this spreadsheet by downloading the spreadsheet as an Excel file. In the JaRay Payroll spreadsheet, click File > Download As > Microsoft Excel (.xlsx).

  5. How to resolve errors: You may encounter formula errors in columns A-F. Here are some places to check to make sure you have the correct information. If all else fails, you can always make a fresh copy from the master template.        

    • RateSheet tab: Make sure the list of technician names in the tab are complete and spelled correctly

    • PasteHere tab: Make sure you have not changed any of the column headers on this tab.                

      • Make sure the 'Technician Name' and 'Technician ID' columns have Names and IDs

Step 3: Import the spreadsheet to ServiceTitan

  1. Go to the navigation bar and click the Settings icon.

  2. In the side panel, click Tools > Import/Export Data.

  3. In the Data File Type dropdown, choose Payroll Adjustment Type.

  4. Click Upload.

  5. In your files, find the locally saved copy of the JaRay Payroll spreadsheet and click Open.

  6. Click Import.

A green confirmation banner appears when the import is successful. If the import failed, a red banner will tell you what went wrong. If there is an error, data is not partially imported, so you will need to retry the entire import.

View imported gross pay numbers

The imported gross pay numbers are now part of your account data and you can view them on ServiceTitan reports. Here are some of the reports and pages where you will notice them:

  • At the bottom of the invoice page you will find all Payroll Adjustments added to the invoice.

  • You can also find imported gross pay numbers in the Master Pay File report. Similar to how you created the Export for Payroll Report, you can create a report using the Master Pay File data set. See your implementation specialist or success manager if you want to set up a Master Pay File report.

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