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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.

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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. Pricebook open with a flat-rate job selected for editing Selecting a flat-rate job to edit in the Pricebook Flat-rate job details in the Pricebook editor Editing flat-rate job settings in the Pricebook Flat-rate job edit view before assigning a commission 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. Flat Rate Commission field in the job's edit section Entering a commission amount in the Flat Rate Commission field Saving the Pricebook after setting the flat-rate commission 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. Adding the flat-rate job to a new estimate or invoice Flat-rate job line item added to an estimate or invoice Estimate or invoice with the assigned-commission job added Adding the customer to the estimate or invoice before saving Note: You must add the customer to the estimate or invoice. You can also optionally add a related job. Saved estimate or invoice with the flat-rate job line item 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. Cost Basis tab showing the flat-rate commission amounts on the record
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.