Set up a revenue-based pay structure

Overview

Use this workflow as a guide for setting up payroll profiles to award performance pay and sales commission based on gross revenue from completed jobs.

Things to know

• Revenue-based pay structures focus on rewarding high-performing technicians who work on big-ticket jobs.

• Sales technicians receive a commission when a sold estimate results in a completed installation job.

Set up a sales commission pay profile

Goal: Pay 5% sales commission on sold estimates that lead to completed install jobs.

Note: Commission is based on the invoice subtotal.

Follow the steps to set up and assign a pay profile with the following pay rule:

• Pay type: Sales Commission on Invoice

• Job filter: None; applies to all jobs 

• Pay calculation:        

  • Take: Flat $ Amount based on Invoice Subtotal

  • Multiply by: % Percentage set here = 5% 

Set up an install technician pay profile

Goal: Pay install technicians a 5% performance bonus with splits applied.

For example:

• Two managed technicians are assigned to an install job

• Each technician is assigned a 50% split

• The invoice subtotal is $10,000

The total performance bonus on the job is $500. With a 50% split, each technician earns $250 in performance pay.

Follow the steps to set up and assign a pay profile with the following pay rule:

• Pay type: Performance Bonus

• Job filter: None; applies to all jobs 

• Pay calculation:        

  • Take: Flat $ Amount based on Invoice Subtotal

  • Multiply by: % Percentage set here = 5%

  • Multiply by: % Percentage based on Technician Split Rate 

Want to learn more?

• Visit ServiceTitan Academy to enroll in Configurable Payroll