Technician commission
Technician commission pays the people who did the work. Every technician on a job earns a percentage of that job's net invoiced value, excluding VAT, and the percentage depends on two things: the technician's tier, and who else was on the job. A senior earns 2% working alone, but 1.5% when a junior and an assistant share the job with them.
It is a different model from sales commission, which pays one rep per job from the rate on each catalogue item. Both live under Billing → Commission; the switch at the top moves between Sales commission and Technician commission.
Nothing is stored or accrued. The statement is worked out fresh from your invoices, credit notes and job cards every time you open it, so correcting a crew on a job card, or a rate, corrects the statement.
Who can open it
The statement shows what people are paid, so it opens only for the company owner, an administrator, or a named account whose role includes Billing: manage. A shared control-room login cannot open it, and neither can a technician.
What counts
- A job counts once its invoice is issued. The crew is the technicians on the job card.
- The basis is the invoice date. An invoice counts in the period it is dated in, and a credit note counts in the period it is dated in, even against an older invoice.
- Draft and void invoices and voided credit notes never count.
- A no-charge job still counts as a job card if a R0 invoice is raised for it. It earns no commission, but it counts toward the bonus.
- A technician with no tier earns nothing and is not counted as part of the crew. A senior working with someone who has no tier is paid as a senior working alone.
Reading the statement
Open Billing → Commission → Technician commission. It opens on the last pay period that has fully ended, since that is the one being paid. Previous and Next step a whole period at a time.
The four totals are net sales (after credit notes), job cards, commission, and the performance bonus.
| Section | What it shows |
|---|---|
| Commission by technician | Each technician's tier, job cards, the net value of the jobs they worked on, and their commission. With more than one billing entity the commission is split into a column per entity. |
| Performance bonus | Each technician on the bonus, their job cards and turnover, what each scale would pay, and the bonus earned. |
| By crew | Every crew that worked together: job cards, invoices, credit notes, net sales, the rate each tier earned, and the crew's total commission. |
If a crew worked a job and there is no rate for that crew shape, the job earns nothing and is listed in a warning panel at the top, with its invoice and crew. Add the rate and the statement corrects itself. Nothing is ever guessed.
Export to Excel downloads the period as a workbook with a Technicians, a Crews and a Bonus sheet.
Rates and tiers
Rates and tiers opens the setup.
Pay period
The day of the month a period starts. 20 means the 20th to the 19th; 1 is the calendar month. The latest start day is the 28th, so every month has one.
Technicians
Give each technician a commission tier — Senior technician, Junior technician or Assistant — or leave them on No commission.
The performance bonus is separate. Tick Earns the bonus only for the people on it. Two technicians who run as one team share a Bonus team name: their turnover and job cards are pooled, and each of them earns the team's bonus.
Crew rates
One row per crew shape — so many seniors, juniors and assistants — with what each person on that tier earns. For example:
| Crew | Senior | Junior | Assistant | Crew total |
|---|---|---|---|---|
| 1 senior | 2% | — | — | 2% |
| 1 senior + 1 junior | 2% | 1% | — | 3% |
| 1 senior + 1 assistant | 2% | — | 0.5% | 2.5% |
| 1 senior + 1 junior + 1 assistant | 1.5% | 0.75% | 0.5% | 2.75% |
| 2 seniors + 1 assistant | 1.25% | — | 0.5% | 3% |
Edit opens a rate; Delete crew rate sits in the danger zone at the bottom of the open rate. Rates are not dated: changing one changes every period the next time its statement is opened, so export a period once it has been paid.
Performance bonus bands
Each band has a turnover threshold, a job-card threshold and a bonus amount. A technician on the bonus reaches a band on turnover or job cards in the period, and earns the highest band reached either way.
Turnover is the net invoiced value, excluding VAT, of the jobs the technician worked. A job shared by two bonus technicians splits its value equally between them and counts as a job card for both. Technicians who are not on the bonus do not take a share.