Accessing Commissions
Click the hamburger menu (☰) in the top left corner of your ProLine account.
Select the Manage Team option.
A new window will appear, choose the Commission tab.
Getting Started with Commissions
When you first open the Commission tab, you’ll notice that no commissions are set by default. This tab is your central place to configure and manage custom commission models for your team.
Default commissions are set on a per-user basis, but can be changed on a quote-by-quote basis (Job Total %, Company Overhead %, and Job Profit %).
Commission Calculation Methods
ProLine supports two main methods for calculating commissions:
Job Total Commission
A straightforward calculation based only on job revenue.
Set a percentage in Job Total Commission.
Leave Overhead and Job Profit Commission fields empty.
Profit Split Commission
A more flexible method for splitting profit between company and team members.
Leave Job Total Commission empty.
Set an Overhead Deduction % and a Job Profit Commission %.
Example: For a 15–50–50 split, set 15% overhead, then split the remaining profit 50/50.
Creating a New Commission
To begin, click the bolded “Add Commission” button. This opens a form where you can define the commission structure.
Depending on the commission method you choose, you’ll need to complete the required fields. Here’s a breakdown of each field:
1. Commission Name
Give your commission a clear, descriptive title that reflects its purpose or recipient group.
Example: “Standard Sales Rep Commission” or “Premium Installer Commission”
2. Job Total Commission
This field defines the percentage of the total job price that will be paid out as commission.
Enter the desired percentage
This is calculated on the full job total before any deductions (unless otherwise adjusted below)
3. Merchant Fee Settings
This dropdown defines how merchant fees factor into the commission calculation. Choose one of the following:
Exclude All Merchant Fees – Completely remove merchant fees from the job total when calculating commission.
Exclude Passed Merchant Fees – Exclude only those fees that were passed on to the customer.
Include All Merchant Fees – Include all merchant fees, regardless of whether they were absorbed by the company or passed to the customer.
Tip: Choose this setting based on your financial practices around transaction fees and customer billing.
4. Overhead Deduction
Determine the company overhead deduction to apply before the commission is calculated.
Calculation Mode: Select whether to apply the overhead percentage to:
Job Profit or
Gross Revenue
Overhead %: Enter the percentage to deduct.
This step ensures that company operating costs are considered before calculating commission on profit.
5. Job Profit Commission
Enter the percentage of job profit (after overhead deduction) that should be paid as commission.
This is the final layer of commission and reflects the net profitability of the job.
Finalizing the Commission Setup
Once you’ve completed the necessary fields above:
Click Create
Your commission structure will now be saved and available for assignment
You can now:
Assign the commission structure when creating team member profiles
Adjust commission on a per-quote basis, if needed.
Assigning Commissions to Team Members
Click the hamburger menu (☰) to open the main menu.
Navigate to the Manage Team page.
From the Team Members tab, click any team member to open a its profile.
Change the assigned commission.
Save the team member profile.
Assigning a default commission to a team member ensures that when they are assigned to a project, the commission is automatically applied. If a team member does not have a commission assigned, no commission will be applied to projects they are assigned to.