Workiz allows you to automatically assign technician commissions and finance settings when jobs are closed.
To define those settings navigate to:
Administration -> Users & Roles -> User Management
Click on the pencil icon next to any user to edit it
NOTE: Finance and commission settings are only available for users marked as techs, for more about this read User Settings
Scroll down to view this technician’s finance and commission settings
Credit Fee – Fees deducted for payments in credit.
Check fee – Fees deducted for payments with checks.
Cash fee – Fees deducted for payments in cash.
Additional fee – Fess deducted from any job, check the “deduct from total” to deduct from the total amount.
Technician base rate
This is the commission rate that the technician makes from the job’s total. You can use the slider or type in a number. You can also switch the percentage / dollar switch to set a rate by a percentage from total or a set dollar amount.
You can set special exception rules for certain jobs
- Rates by schedule – You can set rules for any time of the day or week.
To add a new rule and define a rate for a job scheduled within a certain time. Read how to set those up in setting up the time shifts
Example: You give this employee 10% of the sales that he makes, but for jobs done after hours (after 7pm) you wish to give him 15%.
- Rates by job type – Set a special rate only for a specific job type. Some sub contractors might require a different commission for job types that take more time or resources.
- Rates by amount – Set a rate for jobs that sell for a higher or lower total.
Example: You wish to give out bonuses for better sales by your employees.
External company special rates
When taking job leads from external companies your profit margin might be lower then usual.
So for this case we allow you to make another set of rules for this user in the event that the job came from an external company.
Select an external company from the drop down and start adding rules just like you did in the first part of this guide.
NOTE: Don’t forget to click update to save your finance settings for each user.