To set an auto commission rate for your field techs go to Team and then edit the team member you wish to edit the rate for
Scroll down to view the commission rates for this tech.
Technician base rate:
The base rate of your field tech, when a job closes the rate taken out for this tech from the total after fees are deducted.
You can set rates by a percentage or specific amount.
Rate is 30% Total is $100
The techs commission is $30
You company profit is $70
Fees applied to the total payment by form of payment
Credit fee is 10%
Rate is 30% Total is $100 taken by credit
Credit fee Is $10
The techs commission is $27
You company profit is $73
Rates by schedule
You can define a different rate for different times of the day
Click Edit time Preferences and add your time shifts.
When done click Create Schedule rule
Select the time shift and set the appropriate rate.
Rates by job type
You can define a different rate for different job types.
So if a tech does a specialty job you can set a different automatic commission.
Rates by job amount
Define a new rate for sales over or less than x amount of sale
Rates by referring company
If you are taking leads from an outside referral company you can set a rate for specific cases when the lead comes from these companies.