Rewarding techs for upselling on the job

  • Updated

Access to this feature is currently only available to those who are part of the beta program.

To request access to the beta, please contact support.

 

In this article, you will learn about how to manage your team's commissions with Performance Pay. 

Performance Pay is Workiz’s easy-to-use solution for incentivizing and rewarding your team based on their performance metrics. With Performance Pay, you can create custom commission rules that specify how your team is rewarded for their achievements. You can set up rewards for upselling line items on a job, completing a job, and even creating a job.

In order to create commission rules in Workiz, you will first need to enable the Performance Pay add-on from the Feature Center.

Creating upsell-based commission rules

  1. From the navigation bar, select the profile icon > Settings
  2. Under Job settings, select Performance Pay
    PerformancePay-Settings.png
  3. Select New commission rule
  4. Create your commission rule:
    Group 632644.png
    1. Rule name: Enter a name for your commission rule
    2. Trigger event: Choose Sold by
    3. Conditions: Set any specific conditions that to limit when this commission rule should be triggered (e.g., only if item category is smart thermostats, contactors, etc.)

      To learn more about how commission rule conditions work, please see this article.

    4. Commission rate: Set the commission rate that you want to use for this rule (e.g., $10 of item profit, 20% of item total, etc.)
    5. (Optional) Select View example to see a detailed breakdown of how this rule would work
      image 1048-1.png
    6. Select Create
  5. Assign users to your commission rule
    1. Select Assign users for your rule
      Group 632637.png
    2. Select all of the users you want to assign to this rule and select Save

Assigning specific line items to team members

All line items that you add to estimates, invoices, and jobs include a "Sold by" field that allows Workiz to identify the team member responsible for selling the item. By default, the "Sold by" field will be set to the user who added the item. This field can be manually edited when adding the item and after adding the item. 

Group 632646.png

When adding flat rate items to an estimate, invoice, or job, all items within that flat rate item must be sold by the same person. The commission payout calculation will show the flat rate item broken down into the individual items within the group.

Group 632647.png

Was this article helpful?