The commission feature in BPro can help you assign, manage, and track commissions payable to your employees who perform work on your jobs. Below, we walk you through the steps to set up, apply, and report on the commissions in BPro.
Setup: The commission builder is an older feature that will only work on a basic level. It will be rebuilt in the future. We can only recommend creating basic commission rates that are set up to be 'manually applied' to orders for your main payable scenarios and we cannot recommend attempting to use any of the advanced options that appear in the commission builder, as they simply will not work. That said, the commission feature can still provide a significant benefit to managing and tracking commissions on your jobs in the system so long as you stick to the specific process laid out below.
Under the Customize menu, select ‘Commission’ to access the commission builder page. Next, click the ‘Create new commission’ button to create a commission rate that can be assigned to employees on your jobs.
Pictured above, we have 3 separate commission rates created to accommodate and reflect some common commission-payable scenarios:
Lead Tech - Solo 30%: A lead tech receives a 30% commission when performing a job on their own.
Lead Tech - Team Split 15%: A lead tech receives a 15% commission when they perform a job as part of a two-man team.
Basic Tech - Team Split 10%: A basic tech receives a 10% commission when they perform a job as part of a two-man team.
2. a) On the builder page, begin setting up your commission rate. First, name your commission rate so that it is clearly identifiable. We recommend including the related percentage in the name.
b) Set commission status to Active with the toggle switch. The commission rates can be toggled on/off at any time. It controls your ability to select them and use them on your jobs
c) Set the commission rate’s percentage, ie. 30%
d) Set ‘when to apply commission’ to ‘manually added’. This is the only option that will work and give you consistency when applying commissions to jobs. Manually added simply means that you add the commissions to the jobs for the employees as needed. You will find that assigning commissions to jobs/employees is quite simple and should be easy to incorporate into your ‘process’.
e) Set ‘applicable users’ to ‘users within location’. This simply means that all of the users within your location will be eligible to select when applying commissions to your jobs.
f) Click the ‘Save’ button to save your commission rate.
*This is all that is required when setting your commission rate. After saving, more options will appear on the screen, however, please ignore the additional options and do not attempt to use them as they will not work.
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Applying commission rates on jobs: Once your commission rate(s) are created and active, you can then begin applying them to your jobs. Commissions calculate on the subtotal values of line items after discounts.
In the header of any job, you will see the ‘Commissions’ section. Click ‘view details’ to view the commission page which is where you will assign your commissions to the employees that performed the work.
2. On the commissions page, click the ‘Assign Commission’ button.
3. Select the employee to assign the commission to and then select the commission rate they should receive. Click ‘create’ to save the commission assignment. If more than one employee/commission is required, repeat the process.
4. After selecting the employee(s) and commission rate(s), you will see some very helpful details on the screen, including, the job subtotal, the total commission amount being paid out, and the total commission percentage. You will also see the employee(s) and the specific total $ commission they stand to earn.
At the bottom of the page, you will see a detailed breakdown of the commission rate name, percentage, and total dollars $ earned, with respect to all line items present on the job. You will even see the ‘base amount’ value of each line item in which the commission percentage is calculated (this is the line item’s subtotal value after any line item or bulk discounts are applied).
5. You can toggle between the assigned employees and edit or delete commissions tied to any of the specific line items on the job. This is helpful as there could be scenarios where you pay more/less than the base commission % for a specific line item.
Ex1. ‘Window film (product)’ is a line item that represents the cost of material and therefore would not be applicable/payable to the employee and the commission for that line item could be deleted.
Ex2. Window film installation requires specialized precision and expertise and therefore you might decide to pay more than the base percentage for this line item and the commission for that line item could be edited.
You have the ability to manage and edit the commissions on a per-job, line item, or user, as needed, should you have exceptions where users should receive more or less commission for any situation. This is helpful flexibility that ensures the commissions are recorded accurately for varying situations.
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Reporting Commissions: You can report on the commissions applied to your jobs by accessing the ‘Commissions Report’ under the reports menu. The report will show you a detailed breakdown of every job, line item/value, employee, and the related commission name, percentage, and earned dollar amount. The report also has a helpful ‘summary’ section that will show you the commission totals earned by each related employee.
1. Under the Reports menu, click on the ‘Commission Report’ (under the ‘Operations’ reports section).
2. Filter the commission report using the ‘Appointment Date’ range. This will pull/display results based on the dates that the jobs are in your calendar. The appointment date filter is the best date filter to use in this report. The appointment date will provide you with the most consistent results based on the most practical date range of when the jobs were slated to be done in the calendar.
3. Click on the ‘Summary’ layout to view the earned commission totals per employee.
4. Export the report if needed by clicking the export button. If you open the export file, you will see both the summary of totals and the detailed breakdown of each earned commission in the results.
