Commissions can be tracked and automatically calculated on estimates and invoices. You can choose whether to calculate the commission using a percentage of gross sales, percentage of gross margin, or as a flat rate.
Enabling Commission Calculations
To enable commission calculations, navigate to Company Settings in the left-side menu and click Estimates & Invoices. Then click Advanced in the sub header. On the Advanced Invoice Settings page, toggle Enable Commission Calculations on.
Once this is turned on, new estimates/invoices will automatically calculate commissions based on the default settings.
You will then set the default commission calculation method, either as a percentage of gross sales, a percentage of gross margin, or a flat dollar amount. You will then set the Default Commission Rate. When you've set up the commission structure, click Save.
Viewing Commission Calculations
Now that you have a default commission setup, navigate to an estimate/invoice and click on Cost Basis in the header. On this page you can see the automatically calculated commission and click Edit Commission if you want to change the commission amount.
User Commission Rates
You can also set commission rates for each of your team members in FieldPulse. Begin by navigating to Company Settings, then select User Accounts. Select the user for whom you'd like to add/adjust a commission rate then press Edit.
Scroll down to toggle on the option for this employee to be eligible to earn commission. When this toggle is off, your employee will not be eligible for commission and they will not appear on the commission cost basis page, commission page, or the the commission report. Note: If this toggle was previously on, FieldPulse will retain the commission information on the cost basis page and report for this employee.
You will now decide what this employees commission rate will be. You can choose between the following options:
Company Default Commission Calculation Method: The employee's commission calculation will follow the default method and rate that you set up within Company Settings shown above.
Custom User Specific Commission Calculation Method: Selecting this will display two additional fields. This method allows for flexibility in how commissions are determined, taking into account specific criteria or performance metrics that may vary from one employee to another.
User Specific Commission Calculation Method per Invoice: The dropdown menu here includes the following options for commission calculation:
Percentage of Gross Sales: Calculate commission based on a percentage of total sales revenue.
Percentage of Gross Margin: Determine commission as a percentage of the profit margin after costs.
Flat Dollar Amount: Set a fixed dollar amount as the commission for each invoice.
User Specific Commission Rate: Enter a numeric value to set the commission rate for this employee.
Be sure to press Save after making changes.
Commission Recipient on Estimates & Invoices
Easily keep track of who is earning commissions on each invoice with the Commission Recipient field, located below the Author field. This field will default to the author, but you can edit it using the dropdown menu to select one of the employees eligible to earn commission.
Video Tutorial
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.