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How To Set Up And Manage Commissions In Subcontractorhub

Why This Matters

SubcontractorHub offers flexible, rule-based commission setup options to ensure accurate, role-specific incentives across solar and battery projects. This guide walks you through everything, from assigning a commission to handling complex scenarios like recalculations, setter/closer splits, and formula-based logic tied to real project values. Follow the steps to know how to set up commissions.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the main menu, go to "Manage Commission" and select “Commissions”.

Step 2

Create a new commission by clicking “New Commission”.

Step 3

Select a Commission Basis:You’ll be prompted to choose how commissions will be assigned. You can select from the following options:User-Based Commission:Assign commissions to specific individuals (e.g., sales representatives).Role/Profile-Based Commission:Assign commissions based on the user’s role or profile (e.g., Installer, Sales Admin).Setter/Closer-Based Commission:Best suited for distributed sales models where one person sets the lead and another closes it. The setter's commission is automatically deducted from the closer’s share, which starts at 100%.Note:If you are using Setter/Closer commissions, those will always be applied first. If a user has both a role-based and a user-specific commission, only the user-specific commission will be used.

Step 4

Define the parameters of your commission:User/Role/Closer/Setter:Select the entity the commission applies to. Commission For:Select which portion of the proposal this commission applies to (e.g., base system cost, adder cost, system size in kW, or total system price).Job Type:Choose from available options likeSolar, Solar + Battery, etc.Commission Type:Choose between PERCENT or FLAT:PERCENT– Applies a % value to a selected cost field.FLAT– Applies a fixed dollar value per job. Commission Value:Enter the percentage or flat value. Status: Set as Enabled or Disabled. Example:Let’s say you want to set up afixed percentage commissionfor a user-Jacob Addams, without using a formula. Commission Basis:User-specificJob Type:SolarCommission Type:PERCENTApplied On:Adders CostCommission Value:10This means Jacob will earn10% of the Adders Costas commission for each applicable Solar job. This setup is simple and doesnot require any custom formulas, just a direct percentage input.

Step 5

For advanced calculations, check the “Use Formula” box. This opens the manual formula builder:Type “@” to bring up a list of available system variables (e.g., @base_system_cost, @net_system_cost).To add more variables to your formula, use standard operators like (+, –, ) and type “@” again to insert additional variables from the dropdown. YourFormula Equationfor the commission will be displayed as shown below

Step 6

Click “Create Commission” to save. Note:Once a commission is created, it will appear in theCommissions List, where it can beedited,enabled/disabled, ordeletedif no longer needed. This helps you maintain a clean, organized, and up-to-date commission structure. Note: New formulas forAdder Margin(total of all adder margins) andNon-System Adder Margin(total of all non-system adder margins) are now available when creating commissions. Related ArticlesHow to Navigate SubcontractorHub’s DatabaseHow to Set Up Commissions for the Solar + Battery Job TypeHow to View CommissionsHow To Recalculate Commissions in ProjectsOctober 7th 2025 Releases

Real-World Example

💡 A solar contractor uses the set up and manage sales commissions in subcontractorhub feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

Setting doesn't appear

Make sure you have admin access and refresh your browser

Changes don't save

Check your internet connection and try clicking Save again

Feature looks different

Your organization may be on a different plan — contact support


Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors

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