Flat Rate Job Commissions

Flat Rate Job Commissions

This Flat Rate Job Commission feature simplifies how you manage sales incentives: flat-rate commissions. This model allows you to assign a specific dollar amount to a job, providing a clear and straightforward way to compensate your team. These are often used as spiffs—one-off bonuses for selling a particular service or item.

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How It Works

Currently, you can build these spiffs directly into your Pricebook as Flat Rate Jobs, which can contain a single item or multiple items. Once the commission is created in your Pricebook, the workflow for your team is simple.

Here’s the current workflow:

Step 1: Set Up the Job in Your Pricebook

First, open your Pricebook and select the flat-rate job you want to edit.

Step 2: Assign the Commission to the Job

Secondly, in the job’s edit section, you’ll enter the commission amount directly in the Flat Rate Commission field. Once you’ve made your changes, save the Pricebook .

Step 3: Create the Estimate or Invoice

Next, your team will add the job with the assigned commission to a new estimate or invoice for a customer. Make sure to save the estimate or invoice.

Note: You must add the customer to the estimate or invoice. You can also optionally add a related job.

Step 4: View Commission Details on the Record

Lastly, once the estimate or invoice is saved, open the record and click on the Cost Basis tab. Here, you’ll see the commission amounts listed, which are automatically assigned to the designated commission recipient.

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