Contractor Commission Setup & Management

1 Overview

2 Configure

3 Track

4 Payout

5 Payroll

6 Planned

Overview

1 / Dashboard Live

9:41

Commissions

Commission Summary $24,380 total

$3,240

Pending (8)

$5,180

Approved (12)

$15,960

Paid (34)

Total Postings 54 Reversed 2

Monthly Trend +18%

Commission Management

Commission Types

Commission Codes

Payroll Classes

Payroll Batches

Top Earners

Marcus Johnson

12 commissions

$6,240

Sarah Chen

9 commissions

$4,890

David Miller

8 commissions

$3,780

Lisa Park

7 commissions

$3,120

Jake Thompson

6 commissions

$2,450

CommissionDashboardScreen

useQuery(api.commissions.queries.getCommissionSummary), getCommissionLeaderboard, getPendingCommissions

2 / Commission Codes Live

9:41

Commission Codes

Search codes, names, or G/L accounts...

All S T D B L M C P R

12 codes

SALES-HVAC-01 S

HVAC Sales Commission

Percentage G/L: 76120-200

8.5%

TECH-DIAG-01 T

Diagnostic Service Fee

Flat Rate G/L: 76130-100

$25.00

DEM-PLUMB-01 D

Demand Plumbing Service

Percentage G/L: 76140-200

6.0%

BONUS-QTRLY B

Quarterly Performance Bonus

Tiered G/L: 76150-300

Tiered

LABOR-INST-01 L

Installation Labor

Per Unit G/L: 76160-100

$75.00

LEAD-REF-01 M

Lead Referral Commission

Flat Rate G/L: 76170-200

$50.00

Inactive

CommissionCodesScreen

useQuery(api.commissions.queries.listCommissionCodes), CommissionCodeRow component, type filter chips

Configuration

3 / Create / Edit Code Live

9:41

Create Commission Code

Code Information

Code Name *

Display Name *

Commission Type

S - Sales T - Tech D - Demand B - Bonus L - Labor

Calculation

Calculation Method

Percentage Flat Rate Tiered Hourly

Rate (%)

Applied to job revenue

Min Amount

Max Amount

G/L Account Mapping

Credit Account *

Debit Account

Department

Applicable Services

Electrical Panel Upgrades HVAC Plumbing Roofing

Effective Date

CreateCommissionCodeScreen

useMutation(api.commissions.mutations.createCommissionCode), type chip selector, G/L field mapping

4 / Commission Rules Live

9:41

Commission Rules

Create rules for bonuses and special commission rates based on conditions.

First Job Bonus Active

Applies to: All Roles

First job at property

5% + $25.00 (adds to base)

Weekend Premium Active

Applies to: Technicians

Days: Sat, Sun After hours

3% (adds to base)

Multi-Service Upsell Active

Applies to: Sales Reps

3+ services Repeat customer

$50.00 (adds to base)

Holiday Double Time Inactive

Applies to: All Roles

Holidays

10% (overrides base)

CommissionRulesScreen

useQuery(api.contractor.teamRoles.listCommissionRules), priority ordering, condition badges, override/additive logic

5 / Commission Types Live

9:41

Commission Types

14 COES-style commission types. Each type groups related codes with common triggers and accounting rules.

Sales

Primary sales commission

12 codes

Technician

Technician service commission

10 codes

Demand

Demand service commission

8 codes

Labor

Labor-based commission

6 codes

Contract/Club

Club/membership sales commission

5 codes

Lead Generated

Lead generation commission

4 codes

Bonus

Posted manually or by performance metrics

3 codes

Performance

Performance bonus commission

2 codes

+ 6 more types (F, N, O, Q, R, U)

CommissionTypesScreen

useQuery(api.commissions.queries.listCommissionTypes), CommissionTypeCard, 14 COES types, color-coded left borders

Tracking & Payouts

6 / Commission Postings Live

9:41

Commission Postings

All Pending Approved Posted Paid

8 postings

Marcus Johnson Pending

SALES-HVAC-01 S

Job Feb 22, 2026

$680

Sarah Chen Pending

TECH-DIAG-01 T

Job Feb 23, 2026

$25

David Miller Pending

DEM-PLUMB-01 D

Job Feb 23, 2026

$420

Lisa Park Pending

SALES-HVAC-01 S

Sale Feb 24, 2026

$1,125

Jake Thompson Pending

BONUS-QTRLY B

Performance Feb 24, 2026

$350

CommissionPostingsScreen

useQuery(api.commissions.queries.listCommissionPostings), useMutation(approveCommissionPosting, reverseCommissionPosting), bulk approve

7 / Rep Performance Live

9:41

Marcus Johnson

Senior Sales Rep · Payroll Class: SALES-1

$6,240

This Month

Jobs Closed

78%

Close Rate

Earnings (6-Month)

Sep

Oct

Nov

Dec

Jan

Feb

vs. Team Average

Earnings +32% above avg

Close Rate +15% above avg

By Commission Type

Sales

8 postings

$4,320

Bonus

2 postings

$1,200

Demand

2 postings

$720

RepPerformanceScreen

useQuery(api.commissions.queries.getRepCommissions), bar chart, team comparison, type breakdown, payroll class info

8 / Payout Settings Live

9:41

Payout Settings

Payout Frequency

Weekly

Process every Friday

Bi-Weekly

Process every other Friday

Monthly

Process on the 1st of each month

Minimum Payout Threshold

Minimum Amount

Commissions below this amount roll over to next period

Default Payment Method

Direct Deposit (ACH)

Connected via Stripe

Active

Include in Payroll Export

QuickBooks, ADP, Gusto

Workflow Settings

Require Approval

All commissions must be approved before payout

Tax Withholding

Auto-withhold taxes from commission payouts

Auto-Post on Trigger

Automatically post commissions when trigger conditions are met

Notify Reps on Posting

Send notification when commission is posted

PayoutSettingsScreen

useMutation(api.commissions.mutations.updatePayoutSettings), frequency selector, Stripe Connect integration, approval workflow toggle

Payroll & My Commissions

13 / Payroll Classes Live

9:41

Payroll Classes

Payroll classes group employees by role and determine which commission codes they are eligible to earn.

Sales

6 members • 4 commission codes

Active

Technician

8 members • 3 commission codes

Active

Installer

4 members • 2 commission codes

Active

Manager

2 members • 5 commission codes

Active

Dispatcher

3 members • 1 commission code

Active

CSR

2 members • 1 commission code

Draft

PayrollClassesScreen

useQuery(api.commissions.queries.listPayrollClasses), listTeamMembersWithPayrollClasses, member count per class

14 / Create Payroll Class Live

9:41

Create Payroll Class

Class Information

Class Name *

Class Type *

Sales Technician Installer Manager Dispatcher CSR Other

Description

Eligible Commission Codes

Select which codes members of this class can earn.

SALES-HVAC-01

HVAC Sales Commission • 8.5%

TECH-DIAG-01

Diagnostic Service Fee • $25.00

DEM-PLUMB-01

Demand Plumbing Service • 6.0%

LABOR-INST-01

Installation Labor • $75.00

BONUS-QTRLY

Quarterly Performance Bonus • Tiered

Assigned Members

Marcus Johnson

David Miller

Add Member

CreatePayrollClassScreen

useMutation(api.commissions.mutations.createPayrollClass), class type chips, code eligibility toggles, member assignment

15 / My Commissions Live

9:41

Commissions

$8,640

Total Earned

$1,250

Pending

$7,390

Paid Out

Last payout: Mar 15, 2026

Sales commission

Mar 8, 2026 paid

$680

8.5%

Demand commission

Mar 6, 2026 paid

$420

6.0%

Bonus commission

Mar 1, 2026 pending

$350

Tiered

Tech commission

Feb 28, 2026 pending

$900

$75/unit

Page 1 of 3

CommissionsScreen (Earnings)

useQuery(api.contractor.commissionSummary.getMyCommissionSummary), getMyCommissionHistory, paginated list with status badges

Planned Screens

9 / Posting Presets Planned

9:41

Posting Presets

Save Time with Presets Create reusable posting templates for common commission scenarios. Apply with one tap when posting commissions.

Standard HVAC Sale

SALES-HVAC-01 • 8.5% of revenue

Tech Diagnostic Fee

TECH-DIAG-01 • $25.00 flat

Quarterly Bonus

BONUS-QTRLY • Tiered

Weekend Premium Add-on

+3% rule overlay

PostingPresetsScreen

Planned — quick-apply posting templates, maps to commissionPostingPresets table

10 / G/L Accounts Planned

9:41

G/L Accounts

Chart of Accounts Map commission codes to your accounting system. Supports QuickBooks, ADP, and Gusto exports.

8 accounts configured

76120-200

Sales Commission Expense

Mapped

76130-100

Service Fee Expense

Mapped

76140-200

Demand Commission Expense

Mapped

21500-100

Commission Liability (Clearing)

Pending

GLAccountsScreen

Planned — commissionGlAccounts table, external system mapping

11 / Split Rules Planned

9:41

Split Commission Rules

Split Commissions Divide commissions across roles. E.g., Sales Rep 40% + Pickup Tech 60% on install jobs.

Install Job Split Active

Applies to: SALES-HVAC-01, SALES-ELEC-02

40%

Sales Rep

60%

Install Tech

Referral Lead Split Active

Applies to: LEAD-REF-01

50%

Referrer

50%

Closer

SplitCommissionRulesScreen

Planned — commissionSplitRules table, role-based percentage splits

12 / Area Multipliers Planned

9:41

Area Multipliers

Location-Based Rates Adjust commission rates by service area. Higher multipliers for premium zones or underserved areas.

Downtown Core

High-density zone • Premium pricing

1.25x

Suburban Ring

Standard zone • Base rate

1.00x

Rural Outskirts

Underserved zone • Incentive boost

1.50x

New Market

Expansion zone • Temporary boost

1.75x

ServiceAreaMultipliersScreen

Planned — location-based commission rate adjustments, maps to commissionAreaMultipliers

1 Dashboard & Config

2 Codes & Rules

3 Postings & Approval

4 Payroll & Export

5 Payroll Classes

Dashboard & Config Live

9:41

Commissions

Commission KPIs

$12,450

Total Earned

$3,200

Pending

Active Codes

Types

Leaderboard

Jake M.

$4,200

Sarah L.

$3,850

Tom R.

$2,100

Monthly Trend

Commission Types (14 COES)

B • Sales C • Install D • Callback F • Referral L • Lead Gen M • Maint N • New Const O • Override P • Profit Q • Quality R • Retention S • Service T • Training U • Upsell

Payout Settings

Schedule

Bi-weekly

Min Threshold

$50.00

Payment Method

Direct Deposit

Next Payout

Mar 15

G/L Accounts

5100 — Commission Expense

Active

2200 — Commission Liability

Active

1500 — Clearing Account

Active

Codes & Rules Live

9:41

Codes & Rules

Search codes…

All

Sales

Install

Referral

SALES-HVAC-01

HVAC Sales • 8.5%

Active

SALES-ELEC-02

Electrical • 7.5%

Active

REF-PLUMB-03

Plumbing Referral • 5%

Paused

INST-HVAC-04

HVAC Install • 6%

Active

UPSELL-IAQ-05

IAQ Upsell • 10%

Active

SALES-HVAC-01

Active

HVAC Sales Commission — percentage-based on closed deals

Rate

8.5%

Min Payout

$10

Max Cap

$500

Commission Rules

3 Active

Revenue > $5K bonus

+2% if job revenue exceeds $5,000

Active

New customer bonus

+$50 flat for first-time customers

Active

Split: Sales 40% / Pickup 60%

Multi-role split on install jobs

Active

Postings & Approval Live

9:41

Postings & Approval

All

Pending

Approved

Paid

Electrical Panel — $225

Sarah L. • SALES-ELEC-02 • Mar 10

Pending

Plumbing Repair — $85

Tom R. • REF-PLUMB-03 • Mar 11

Pending

HVAC Install — $340

Jake M. • SALES-HVAC-01 • Mar 8

Approved

AC Replacement — $510

Jake M. • INST-HVAC-04 • Mar 6

Paid

Duct Cleaning — $45

Sarah L. • SALES-HVAC-01 • Mar 4

Reversed

Electrical Panel — $225

Pending Approval

Rep

Sarah L.

Code

SALES-ELEC-02

Job Revenue

$3,000

Rate

7.5%

G/L Mapping

5100 Commission Expense → 2200 Commission Liability

Audit Log

Posted automatically

System • Mar 10, 2:14 PM

Job completed

onTicketComplete • Mar 10, 1:30 PM

Payment received

onPaymentReceived • Mar 10, 12:45 PM

Payroll Batches & Export Live

9:41

Payroll Batches

All

Draft

Approved

Exported

Batch #2024-06

Mar 1–15 • 12 postings • $4,320

Draft

Batch #2024-05

Feb 16–28 • 18 postings • $6,150

Exported

Batch #2024-04

Feb 1–15 • 15 postings • $5,680

Completed

Batch #2024-03

Jan 16–31 • 10 postings • $3,450

Completed

Batch #2024-06

Draft

$4,320

Total

Postings

Reps

Rep Breakdown

Jake M.

$1,850 (5 postings)

Sarah L.

$1,320 (4 postings)

Tom R.

$780 (2 postings)

Mike D.

$370 (1 posting)

Export Options

Export includes: Rep name, payroll class, code, amount, G/L accounts, period dates, job reference

Payroll Classes & My Commissions Live

9:41

Payroll Classes

Payroll classes group employees by role and determine commission code eligibility.

Sales

6 members • 4 codes

Active

Technician

8 members • 3 codes

Active

Installer

4 members • 2 codes

Active

Manager

2 members • 5 codes

Active

Dispatcher

3 members • 1 code

Active

Sales

Active

Members (6)

Marcus Johnson

Senior Sales Rep

$6,240

Sarah Chen

Sales Rep

$4,890

Lisa Park

Sales Rep

$3,120

Eligible Commission Codes (4)

SALES-HVAC-01 S

HVAC Sales Commission

8.5%

SALES-ELEC-02 S

Electrical Sales Commission

7.5%

BONUS-QTRLY B

Quarterly Performance Bonus

Tiered

LEAD-REF-01 M

Lead Referral Commission

$50.00

1 Commission Center

2 Configuration

3 Postings

4 Payouts

5 Payroll Classes

Commission Dashboard Live

https://app.3bids.io/contractor/commissions

Commission Center

$12,450

Total Earned

$3,200

Pending

Active Codes

+18%

Growth

Recent Postings

HVAC Install — $340

Jake M. • Mar 8

Electrical Panel — $225

Sarah L. • Mar 10

Plumbing Repair — $85

Tom R. • Mar 11

Earnings Trend

Commission Configuration Live

https://app.3bids.io/contractor/commissions/config

Commission Configuration

Commission Rules

Percentage of sale

Default • 8.5% rate

Flat fee per job

$50 per completed job

Tiered bonus

Extra 2% over $10K/month

Rep Leaderboard

Jake Martinez

$4,200 earned

Sarah Lewis

$3,850 earned

Tom Rodriguez

$2,100 earned

Commission Postings Live

https://app.3bids.io/contractor/commissions/postings

Commission Postings

All Pending Approved Posted Paid

Marcus Johnson

SALES-HVAC-01 • Feb 22

$680 Pending

Sarah Chen

TECH-DIAG-01 • Feb 23

$25 Pending

David Miller

DEM-PLUMB-01 • Feb 23

$420 Pending

Lisa Park

SALES-HVAC-01 • Feb 24

$1,125 Pending

Payout Settings Live

https://app.3bids.io/contractor/commissions/payouts

Payout Settings

Payout Schedule

Frequency

Bi-weekly

Min Threshold

$50.00

Payment Method

ACH (Stripe)

Next Payout

Mar 15, 2026

Workflow Settings

Require Approval

All commissions need approval

Auto-Post on Trigger

Post when conditions met

Notify Reps

Send notification on posting

Payroll Class Manager Live

https://app.3bids.io/contractor/commissions/payroll-classes

Payroll Classes

Payroll classes group employees by role and determine which commission codes they are eligible to earn.

Sales

Active

Members

Codes

S B M L

Technician

Active

Members

Codes

T D B

Installer

Active

Members

Codes

L B

Manager

Active

Members

Codes

S T D B P

Dispatcher

Active

Members

Codes

CSR

Draft

Members

Codes

All Team Members by Class

Member

Class

Role

MTD Earned

Marcus Johnson

Sales

Senior Rep

$6,240

Sarah Chen

Sales

Sales Rep

$4,890

David Miller

Technician

Lead Tech

$3,780

Lisa Park

Sales

Sales Rep

$3,120

Jake Thompson

Installer

Lead Installer

$2,450

Data Architecture

Source Files

commission-dashboard.tsx

Dashboard — KPIs, leaderboard, summary cards

screen

commission-types.tsx

14 COES type definitions & config

screen

commission-codes.tsx

Code list — filters, search, status

screen

create-commission-code.tsx

New code form — type, rate, G/L, caps

screen

edit-commission-code.tsx

Edit existing code — partial update

screen

commission-rules.tsx

Rules list — priority ordering, conditions

screen

create-commission-rule.tsx

New rule — conditions + payout config

screen

commission-postings.tsx

Posting ledger — status, approve, reverse

screen

payroll-batches.tsx

Batch list — period, totals, export

screen

payroll-classes.tsx

Payroll class list — member counts, code eligibility

screen

commissions.tsx (earnings)

My commissions — summary stats, paginated history

screen

Convex Queries

getCommissionSummary

Aggregate stats (pending/approved/paid totals)

query

listCommissionTypes

14 types with active/inactive filter

query

listCommissionCodes

Codes by type filter, status, search

query

listCommissionRules

Conditional rules with priority ordering

query

listCommissionPostings

Postings by status, date range, limit 50

query

getCommissionLeaderboard

Top earners ranked by total

query

listPayrollBatches

Batches by status (draft/approved/exported/completed)

query

getPendingCommissions

Awaiting approval with rep details

query

getCommissionAuditLog

Full trail: CRUD, approvals, reversals

query

listPayrollClasses

All payroll classes with status

query

listTeamMembersWithPayrollClasses

Team members with class assignments

query

getMyCommissionSummary

Individual rep’s earned/pending/paid totals

query

getMyCommissionHistory

Paginated commission entries for current user

query

Convex Mutations

createCommissionCode

New code with type, rate, G/L mapping, caps

mutation

updateCommissionCode

Partial update by codeId

mutation

createCommissionRule

New rule (conditions + payout config)

mutation

deleteCommissionRule

Remove rule by ruleId

mutation

approveCommissionPosting

Approve pending posting

mutation

reverseCommissionPosting

Reverse with reason

mutation

createPayrollBatch

Group approved postings for export

mutation

exportPayrollBatch

Generate payroll file (CSV/API)

mutation

initializeCommissionTypes

One-time setup of 14 COES types

mutation

updatePayoutSettings

Frequency, threshold, payment method

mutation

createPayrollClass

New class with type, code eligibility, members

mutation

Commission Code Status Flow

draft → active → archived

Key Design Decisions

Contractor Palette

Terracotta accent, IconCircle styles B/D/F/G + semantic J/K/L throughout

14 COES Types

Each commission type gets a unique color-coded badge for instant visual identification

Approval Workflow

pending → approved → posted → paid with reversal at any stage

Payroll Batches

Aggregate approved postings by period for bulk export to payroll systems