Contractor Commission Setup & Management

Commission Dashboard

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

Commission Codes

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

Create / Edit Code

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

Commission Rules

9:41

Commission Rules

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

#1 First Job Bonus Active

Applies to: All Roles

First job at property

5% + $25.00 (adds to base)

#2 Weekend Premium Active

Applies to: Technicians

Days: Sat, Sun After hours

3% (adds to base)

#3 Multi-Service Upsell Active

Applies to: Sales Reps

3+ services Repeat customer

$50.00 (adds to base)

#4 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

Commission Types

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

Commission Postings

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

Rep Performance

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

Payout Settings

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

Data Architecture

Schema Tables

commissionTypes — 14 COES type definitions (B, C, D, F, L, M, N, O, P, Q, R, S, T, U) with trigger config, G/L defaults, calculation method

commissionCodes — Specific commission configs (~90 codes). Links to type, G/L mapping, rate, tiers, caps, service category filters

commissionSplitRules — Split commissions (e.g., Sales 40% + Pickup 60%). Array of {role, percentage, payrollClassId}

commissionPostings — Ledger of actual commissions. Status: pending → approved → posted → paid. G/L posting, split tracking, approval workflow

commissionPayrollBatches — Group postings for payroll. Status: draft → approved → exported → completed. QuickBooks/ADP/Gusto export

payrollClasses — Employee classification (sales, technician, installer, manager). Rate multiplier, eligible codes, guarantees

commissionGlAccounts — Chart of accounts (expense, liability, clearing). External system mapping for QuickBooks/ADP

commissionAuditLog — Full audit trail: type/code/class CRUD, posting approval, batch export, reversal tracking

Hooks & Convex Functions

api.commissions.queries

          .getCommissionSummary — Aggregate stats (pending/approved/paid totals)

          .listCommissionTypes — 14 types with active/inactive filter

          .listCommissionCodes — Codes by type filter

          .listCommissionPostings — Postings by status, limit 50

          .getPendingCommissions — Pending approval queue

          .getCommissionLeaderboard — Top earners with total

          .hasCommissionTypesInitialized — First-run check

api.commissions.mutations

          .initializeCommissionTypes — One-time setup of 14 types

          .createCommissionCode — New code with G/L mapping

          .approveCommissionPosting — Approve pending posting

          .reverseCommissionPosting — Reverse with reason

api.contractor.teamRoles

          .listCommissionRules — Conditional rules list

          .createCommissionRule — New rule (conditions + payout)

          .deleteCommissionRule — Remove rule

api.commissions.triggers

          .onInvoicePost — Auto-calculate on invoice

          .onTicketComplete — Calculate on job completion

          .onPaymentReceived — Revenue-based trigger

Components

CommissionSummaryCard — Summary with pending/approved/paid stats

          CommissionCodeRow — Code with type badge, rate, G/L

          CommissionTypeCard — Type with color-coded left border

          CommissionPostingRow — Posting with status, amount, approve CTA

          CommissionTypeBadge — Color-coded type letter badge

          PayrollBatchCard — Batch with period, totals, export status

Dashboard & Commission Codes

9:41

Commissions

Overview

$12,450

Total Earned

$3,200

Pending

Commission Codes

SALES-HVAC-01

HVAC Sales • 8.5%

Active

SALES-ELEC-02

Electrical • 7.5%

Active

REF-PLUMB-03

Plumbing Referral • 5%

Paused

SALES-HVAC-01

Active

HVAC Sales Commission — percentage-based on closed deals

Rate

8.5%

Min Payout

$10

Max Cap

$500

Tracking & Payouts

9:41

Tracking & Payouts

Commission Postings

HVAC Install — $340

Jake M. • Mar 8

Paid

Electrical Panel — $225

Sarah L. • Mar 10

Pending

Plumbing Repair — $85

Tom R. • Mar 11

Pending

Rep Performance

$4,200

Jake M.

$3,850

Sarah L.

$2,100

Tom R.

Payout Settings

Schedule

Bi-weekly

Min Threshold

$50.00

Next Payout

Mar 15

Commission Center

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

Configuration

Commission Configuration

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