1 / Dashboard Live
Pending
$4,250
Approved
$12,800
Total Paid
$87,450
Commission Management
Commission Types
14 COES types
Commission Codes
12 active codes
Payroll Classes
6 classes
Payroll Batches
3 pending
Pending Approvals
View All (8) →
Jake Morrison
L
$340
ST
Sarah Thompson
S
$680
Mike Rodriguez
B
$500
Top Earners
1
$14,820
Jake Morrison
2
$12,450
ST
Sarah Thompson
3
$9,340
Mike Rodriguez
4
$7,680
LW
Lisa Wilson
5
$6,120
Tom Davis
2 / Commission Types Live
14 COES-style commission types for categorizing all contractor compensation structures.
Bonus
Performance bonuses and incentives
Contract
Signed agreement commissions
Demand
Emergency dispatch commissions
Financing
Loan and financing deal bonuses
Labor
Hourly and installation payouts
Lead Gen
Referral generation commissions
Turnover
Equipment replacement sales
Other
Miscellaneous commissions
Performance
KPI and review score commissions
Quality Control
Inspection and QA bonuses
Parts/Spiffs
Manufacturer spiff incentives
Sales
Revenue-based sales commissions
Technician
Service and install payouts
Tune-Up
Seasonal maintenance payouts
3 / Commission Codes Live
All
B
C
D
F
L
M
P
S
T
12 codes
S
SALE-01
Percentage · G/L 5100-10
8%
S
SALE-02
Flat rate · G/L 5100-20
$150
S
SALE-03
Percentage · G/L 5100-30
5%
B
BONS-01
Flat rate · G/L 5200-10
$500
B
BONS-02
Tiered · G/L 5200-20
3-tier
L
LABR-01
Percentage · G/L 5300-10
12%
C
CNTR-01
Percentage · G/L 5400-10
6%
D
DMND-01
Flat rate · G/L 5500-10
$75
P
PERF-01
Tiered · G/L 5600-10
5-tier
4 / Commission Postings Live
All
Pending
Approved
Posted
Paid
8 postings
Jake Morrison
L
$340
ST
Sarah Thompson
S
$680
Mike Rodriguez
B
$500
LW
Lisa Wilson
D
$75
Tom Davis
C
$420
Jake Morrison
S
$225
Approved
ST
Sarah Thompson
P
$890
Posted
Mike Rodriguez
L
$560
Paid
5 / Commission Rules Live
Rules modify commission payouts based on conditions. Higher priority rules are evaluated first.
1
First Job Bonus
5% + $25.00 (adds to base)
2
Weekend Premium
8% + $15.00 (overrides base)
3
Multi-Service Upsell
3% (adds to base)
4
Repeat Customer Loyalty
Inactive
2% + $10.00 (adds to base)
6 / Create Commission Rule Live
Rule Information
Lower number = higher priority
All Roles
Technicians
Sales
Installers
Conditions
First Job at Property
Repeat Customer
Multi-Service Job
Min services:
Holiday
After Hours
Commission Payout
%
and / or
$
Override Base Commission
7 / Edit Commission Rule Live
Rule Active
Active
Rule Information
Lower number = higher priority
All Roles
Technicians
Sales
Installers
Conditions
First Job at Property
Repeat Customer
Multi-Service Job
Min services:
Holiday
After Hours
Commission Payout
%
and / or
$
Override Base Commission
8 / Commission Summary Live
This Week
This Month
This Quarter
YTD
Total Earned
$24,850
+12% vs last month
Pending
$3,200
4 jobs awaiting approval
Paid Out
$18,400
Last payout: Mar 1
Approved
$3,250
Next batch: Mar 15
Commission Management
Configure types, codes, rules & payroll
Commission Types
Commission Codes
Commission Rules
Payroll & Batches
Top Earners
This month
1
MR
Marcus Rodriguez
$6,240
2
AK
Aisha Khan
$5,180
3
JT
Jake Thompson
$4,320
commissions.getDashboardSummary()
Owner/admin overview with period filtering, management nav, and team leaderboard
9 / Payroll Config Live
Payroll Provider
3Bids Payouts
Gusto
ADP
Manual
Connected to Stripe
Direct deposits via 3Bids Payouts. Team members receive funds automatically.
Pay Cycle
Weekly
Bi-Weekly
Monthly
Auto-approve commissions
Role Defaults
Sales
Base: 10%
New Customer: +$25
Technician
Base: 8%
After Hours: +$15
Installer
Base: 12%
Multi-Service: +5%
commissions.getPayrollConfig()
Owner configures payroll provider, pay cycle, and default commission rates per team role
10 / Payroll Batches Live
Create Payroll Batch
12 approved commissions · $8,450 total
Batch History
Export All
Batch #2026-005 Paid
$12,340
Batch #2026-004 Processing
$9,870
Batch #2026-003 Paid
$11,200
Batch #2026-002 Paid
$10,580
Export Options
Download batch reports as CSV, PDF, or sync directly to your payroll provider.
commissions.getPayrollBatches()
Create, review, and export payroll batches with full history and status tracking
11 / Posting Presets Planned
12 COES posting presets auto-calculate commission amounts based on job type, role, and conditions.
S
Standard Sale
8% of revenue · All sales roles
Active
B
Referral Bonus
$250 flat · Customer referral
Active
L
Labor Override
12% of labor cost · Install crews
Active
T
Tech Callback
$75 flat · Callback resolved
Active
D
Demand Dispatch
$100 flat · Emergency response
Draft
P
5-Star Review
$50 flat · Verified 5-star review
Active
Pro Tip
Presets auto-generate commission postings when matched conditions are met on closed jobs.
12 / G/L Accounts Planned
18 accounts
5100-10 — Sales Commission
Commission Expense · 4 codes mapped
5200-10 — Bonus Expense
Commission Expense · 2 codes mapped
5300-10 — Labor Commission
Commission Expense · 2 codes mapped
5400-10 — Contract Commission
Commission Expense · 1 code mapped
5500-10 — Demand Commission
Commission Expense · 1 code mapped
5600-10 — Performance Commission
Commission Expense · 2 codes mapped
13 / Split Commission Rules Planned
Split commission rules divide a single job's commission across multiple team members based on roles and contribution.
1
Sales + Tech Split
Sales
60%
Tech
40%
2
Lead Gen + Closer
Lead Gen
25%
Closer
75%
Split Percentages
All splits for a given rule must total exactly 100%. Adjust individual percentages before saving.
