By default the Production Value matches the amount of the Work Order total. It is maintained as a separate value in case it needs to be changed for callbacks or other reasons that would require the base commission value to be different from what the customer gets charged.
The Production Value entry in Work Orders serves many purposes. Use Production Value to:
Calculate commissions for your employees
Split the Work Order total value if you have multiple techs on a job
Split the billing frequency
Calculate commissions
Commissions are pulled from the production value entry in Work Orders. They do not come from Invoices. Use the Sales Commissions Report to get an accurate account of commission distribution. Do not use the Invoices Report.
Note If you add a service through the mobile app, the production value does not get updated in the Work Order. This includes Work Orders that have a zero amount and that amount is updated by the tech using the mobile app. The Production Value needs to be updated manually in the web browser, if necessary.
Multiple techs on a job
If you have multiple techs who perform a job, split the production so each tech receives an equal distribution of production since they are both working at the appointment.
Split the billing frequency
Scenario - Monthly billing frequency; bi-monthly service (Every Other Month)
Set the billing frequency to monthly and set the price to the monthly invoice amount, and then edit the production value (monthly price multiplied by 2) to set the bi-monthly service (every other month ~ 6 times per year) production value.Scenario - Monthly billing frequency; weekly service (52 services per year)
Set the billing frequency to monthly and match the price to the monthly invoice amount, and then edit the production value (multiply the monthly invoice amount by 12 and then divide the total by 52) to set the weekly service production value amount.Scenario - Quarterly billing frequency; weekly service (52 services per year)
Set the billing frequency to quarterly and match the price to the quarterly invoice amount, and then edit the production value (multiply the quarterly invoice amount by 4 and then divide the total by 52) to set the weekly service production value amount.Scenario - Yearly billing frequency; monthly service (12 services per year)
Set the billing frequency to yearly and match the price to the yearly invoice amount, and then adjust the production value (divide the yearly invoice total by 12) to match the monthly service amount.
May 2017
Updated, December 2022
Article ID: 0134