Manage performance pay for your team with commission and bonus rules based on performance, sales, or tech-generated leads — with flexible filters and payroll profiles to reduce manual work.
Watch how to set up pay profiles, configure commission and bonus rules, and manage technician payroll with flexible filters and payroll profiles.
Setup
Use Configurable Payroll to manage performance pay for your team. Set up commission and bonus rules based on performance, sales, or tech-generated leads. Use filters like job type or business unit to control when technicians earn pay. You can group technicians into pay profiles with shared pay rules to streamline payroll and reduce manual work. Configurable Payroll is available in the ServiceTitan Works package.
Requires the Can access global payroll settings and View and edit configurable payroll module permissions. Contact your account administrator to have these enabled.
Once setup is complete
Create custom payroll profiles, assign technicians, define commission and bonus rules, and use the Test Profile feature to verify pay calculations before going live.
Quick Start Guide — Configurable Payroll
All technicians are assigned to a system-generated Default payroll profile by default. To offer more flexible pay options, create custom payroll profiles:
Step 1: Go to the top toolbar and click Settings, then navigate to People > Payroll.
Step 2: Under Configurable Payroll, in the Profiles section, click Edit, then click Create Payroll Profile.
Step 3: Give your profile a name, optional description, and a color to identify it. Assign technicians now or skip for later.
Step 4: Define how commissions and bonuses should be calculated, and choose when pay rules should apply.
Step 5: Use the Test Profile feature to preview pay calculations using real data.
Part 1: Create job filters Define job filters within each payroll profile to specify which jobs qualify for performance pay. Set filter conditions using criteria such as Job Type, Business Unit, or Marketing Campaign to target relevant jobs.
Part 2: Configure pay calculations Configure pay rules that determine how performance pay is calculated. Define calculations for each pay type — commission, bonus, spiff, and others — using flat amounts, percentages, or tiered formulas. Apply advanced options such as multipliers or payout caps.
Part 3: Set up and manage custom payroll fields Create custom payroll fields to store specific values such as spiff amounts or custom commission rates. Attach fields to pricebook items, job types, business units, or technician profiles, then reference them in job filter conditions or pay rule formulas.
Step 2: Exclude material costs from commission calculation Select Deduct as Job Cost for applicable material items by editing materials in Pricebook. You can also do this in bulk through Pricebook export/import.
Step 3: Choose the preferred commission method When configuring pay calculations, choose Invoice Subtotal for commissions based on the full invoice subtotal, or Commissionable Base to exclude specific items or deduct item costs before calculating commissions.
Step 4: Set up discount rules for commission If technicians should earn commission on discounted amounts, ensure discount items in Pricebook have Pays Commission selected. For sliding scale commission based on discount percentage, configure discount rules in the Discounts & Fees section of Pricebook.
Key workflows
Choose a pay structure type to see the relevant setup guide and documentation.
Reward technicians based on the total revenue from completed jobs, including bonuses for high-value jobs and commission when sold estimates turn into completed install jobs.
Reward technicians for identifying sales opportunities in the field, including TGL Turnover Bonus rules paid when a lead is set or when an installation job is completed.