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
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 |