Tracking Technician Performance in Breezy
Breezy’s Technician Performance Tracking feature helps you measure how your technicians are performing on the jobs they complete. By enabling this setting, you can track metrics such as conversion rates, revenue attribution, commissions, and more.
This guide will walk you through how to enable the feature, set it up, and use it effectively.
Enabling Technician Performance Tracking
Go to Settings on the left-hand side.
Select Technician Performance.
If you see the option, you can enable or disable it.
If the setting doesn’t appear for you, reach out to your Breezy Customer Success Manager or send us a message through the chat feature in your Breezy app. Our team can turn it on for you.
Setting Default Overhead Allocation
Within Technician Performance settings, you can set a default overhead allocation. This amount is automatically deducted from job revenue before calculating commissions.
Example: If a job sells for $5,000 and you set a 50% overhead allocation, then $2,500 is deducted as overhead. The technician’s commissionable base is $2,500.
You can set this as a percentage or a fixed dollar amount (e.g., $70 per job).
You can override these defaults for individual jobs later if needed.
Configuring Job Types for Performance Tracking
Performance tracking relies on how job types are configured.
Go to Settings → Job Types.
Open or edit a job type.
Set the following options:
Flag as Opportunity: Mark jobs that can realistically generate new revenue.
Example: Warranty jobs = No Opportunity (unlikely to generate revenue).
Example: No Cold Air jobs = Yes Opportunity (may lead to repairs, maintenance, or installs).
Flag as Hot Lead: Define conditions for when jobs should be marked as high-potential sales opportunities.
Example: If equipment age is over 10 years, the system can automatically flag it as a hot lead.
👉 These settings ensure that only legitimate opportunities are counted toward technician performance, giving you accurate data.
Creating Jobs with Performance Flags
When you create a new job:
Select a Job Type (e.g., No Cold Air).
The system applies default performance flags (Opportunity / Hot Lead) based on your job type settings.
You can manually override these flags if needed.
Example: A customer mentions over the phone that they want a replacement system → manually mark the job as a Hot Lead.
If equipment details indicate an older system (e.g., 15 years), Breezy can auto-flag the job as a Hot Lead.
Reviewing Jobs and Revenue Attribution
When viewing a completed job, you’ll see:
Opportunity Converted: Whether the flagged opportunity resulted in revenue.
Technician Attribution: Which technician(s) contributed to the job.
Revenue & Commission Breakdown:
Sold Revenue (e.g., $100)
Overhead Deduction (e.g., $50 if 50% overhead applied)
Commissionable Base (e.g., $50)
Commission Rate per Technician (e.g., 2% for one tech, 4% for another)
Earned Commission and Bonus amounts
You can also:
Add or remove technicians on a job.
Adjust revenue attribution.
Override commission or bonus amounts.
Edit job costs and fees.
Running Performance Reports
Back in Settings → Technician Performance, you’ll find reporting tools.
These reports provide insights into:
Total jobs handled by each technician
Revenue and average ticket size
Conversion rates (opportunities → closed jobs)
Commissions and bonuses earned
This allows you to identify top performers, track progress, and ensure fair compensation.
Why This Matters
Fair Measurement: Technicians aren’t penalized for jobs that were never real opportunities (e.g., warranty calls).
Better Insights: See which technicians are converting opportunities into revenue.
Incentives: Tie commissions and bonuses to performance metrics.
Flexibility: Override defaults for unique situations.
FAQs
Q: What if Technician Performance Tracking doesn’t appear in my settings?
A: Contact Breezy support or your Customer Success Manager. We can enable it for your account.
Q: Can I set different overhead allocations for different jobs?
A: Yes. You can set a default overhead, but you can override it at the individual job level.
Q: Do warranty jobs affect performance metrics?
A: No, unless you choose to flag them as opportunities. By default, jobs like warranty work are excluded to ensure technicians aren’t penalized.
Q: Can multiple technicians get commission for the same job?
A: Yes. You can split attribution between technicians and adjust commission amounts manually if needed.
Q: What’s the difference between “Opportunity” and “Hot Lead”?
A: Opportunity = any job that could lead to revenue. Hot Lead = a higher-value opportunity (like older equipment needing replacement).
✅ Pro Tip: Keep your job type settings consistent. Clearly define which job types are Opportunities and Hot Leads so your reports stay accurate.